Salesforce CRM & Operations Coordinator

Job Description

This is a remote position.

Philippine-based Filipino applicants.

This position bridges CRM systems, tech onboarding, reporting, and internal automation to improve efficiency across the business. The role supports the wider team in leveraging tech tools, especially Salesforce, while driving consistency in reporting and systems usage.

Experience with Salesforce CRM is an absolute must. If you don't have experience with Salesforce CRM, please don't apply.

Requirements

1. CRM Ownership (Salesforce)

• Maintain and improve Salesforce automations, workflows, and integrations.
• Troubleshoot and resolve CRM issues quickly.
• Run monthly audits on CRM data and ensure compliance with our standards.

2. Advisor Support & Onboarding

3. Campaign Management (via Salesforce / Pardot)

4. Reporting & Insights

5. Technology Oversight

6. Innovation & Automation

7. Collaboration & Culture

Work Environment & Expectations

While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment.

✅ This role requires :

⏱ Payroll is processed bi-monthly.

We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you.

Benefits

1. Monthly Salary : Php 60,000

2. Salary will be paid on a bi-monthly basis on the 15th and 30th or 31st of each month

3. You will be paid extra for overtime and Philippines public holidays

4. Probation : 6 months and after Probation

5. HMO Offered after 6-month probation

6. 13th Month Pay after 30 days

7. Annual Salary Review

8. Laptop provided after 30 days

9. Permanent work-from-home role. You will have to use your own internet.

10. SHIFT TIMES : 7AM to 4PM Philippine time, Monday to Friday

Requirements

1. CRM Ownership (Salesforce) Maintain and improve Salesforce automations, workflows, and integrations. Troubleshoot and resolve CRM issues quickly. Run monthly audits on CRM data and ensure compliance with our standards. 2. Advisor Support & Onboarding Set up new team members with email, Salesforce access, and tech tools. Run onboarding sessions for advisors on how to use dashboards, CRM, and internal systems. Support advisors and client services with ongoing CRM usage questions. 3. Campaign Management (via Salesforce / Pardot) Send EDMs weekly Monitor engagement performance and flag underperforming lists. 4. Reporting & Insights Deliver weekly reports on CRM usage and advisor performance metrics. Track key KPIs across the sales floor. Provide monthly executive summaries on engagement, campaigns, and opportunities. Enhance dashboards for users 5. Technology Oversight Ensure Salesforce and connected tools (DocuSign, Scheduler, Zoom) are working smoothly. Collaborate with internal team and external developers to improve processes. Launch and monitor AI integrations, bots, or scheduling tech improvements. 6. Innovation & Automation Suggest at least 2 new system improvements per quarter. Lead idea sessions and test automations that can enhance workflow. 7. Collaboration & Culture Join bi-weekly team meetings focused on CRM / tech updates. Maintain alignment with advisors, marketing, and leadership on CRM strategy. Work Environment & Expectations While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment. ✅ This role requires :