CRM Data Operations Specialist

Discover your 100% YOU with MicroSourcing!

Position: CRM Data Operations Specialist

Work setup: Hybrid | Shifting

Location: Ortigas, Pasig City

Why join MicroSourcing?

You'll have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses

• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.

• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.

• Career Growth: Take advantage of opportunities for continuous learning and career advancement.

• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your role:

1. Account Verification – New Accounts (Ongoing)

Trigger
Accounts automatically created in Salesforce from:
Website and web enquiry submissions
Marketing Cloud forms (including ioGAS)

Responsibilities
Review newly created Accounts generated by automation
Verify and complete required account details where missing or inconsistent
Apply agreed naming and data standards
Identify and resolve obvious duplication issues
Escalate ambiguous cases where account ownership, structure, or legitimacy is unclear

Outcome
Clean, verified Accounts available for sales activity
Reduced downstream data correction and rework

1. Account Verification – Legacy / Incomplete Accounts (Ongoing)

Trigger
Accounts not fully resolved during the initial Salesforce org clean
Accounts flagged via:
Sales interaction
Integration exceptions
Data quality reviews

Responsibilities
Perform continual clean-up and verification of identified accounts
Resolve:
Duplicate records
Incomplete or outdated information
Misclassification (e.g. customer vs prospect)
Maintain consistency with current data governance standards

Outcome
Progressive reduction of legacy data risk
Sustained data quality over time

1. Compliance Checks – Dow Jones / RiskCenter

Trigger
Creation of new Accounts
Account updates requiring compliance validation

Responsibilities
Perform Dow Jones / RiskCenter checks on all Accounts
Record outcomes in Salesforce in line with the agreed compliance process
Ensure checks are completed before commercial progression where required

Prioritisation
ioGAS Accounts are prioritised due to:
Software licensing dependency
Global scale and regulatory exposure

Outcome
Compliance embedded as a standard operational control
Sales teams removed from compliance administration

Optional / Conditional Responsibility

1. Payment Confirmation Update – Software Purchases (Fallback Only)

This responsibility is explicitly optional and only applies if automated payment confirmation via Kafka or Snowflake/Data Cloud is not available.

Trigger
Daily Pronto report confirming cleared payments for software purchases

Scope
Applicable to software products only (e.g. ioGAS)
Offshore role receives an authoritative, system-generated Pronto report
The role acts as a system proxy, not a decision-maker

Responsibilities
Review daily Pronto payment-cleared report
Identify corresponding records in Salesforce
Update the designated Payment Cleared indicator where:
Record matching is clear
Payment status is unambiguous
Escalate where payment cannot be confidently matched to a Salesforce record

Restrictions
The role does not:
Confirm or interpret payments
Issue licences or entitlements
Communicate with customers
Change opportunity stages, pricing, or commercial terms

Outcome
Salesforce accurately reflects payment-cleared status
Sales can proceed with licence issuance without handling payment confirmation
Controlled, auditable fallback while automation is completed

Design Intent
This is an interim, time-boxed operational control
To be retired once automated payment signals are live

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

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