Salesforce CRM Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee daily administration, updates, and maintenance of Salesforce CRM.

• Ensure the accuracy of lead, account, contact, opportunity, and pipeline data.

• Uphold CRM data integrity, including deduplication, field accuracy, and compliance with processes.

• Create, update, and sustain Salesforce reports and dashboards.

• Detect gaps, errors, delays, or absent information within Salesforce workflows.

• Promote Salesforce adoption and assist in ensuring correct CRM usage by the team.

• Aid in refining CRM processes, documentation, and system cleanup.

• Facilitate sales operations processes through Salesforce and associated sales tools.

• Provide support for Salesforce-connected tools, add-ons, integrations, and sales engagement platforms.

• Assist in managing cadence, sequences, workflows, and activity tracking processes.

• Help track lead progression, account activities, follow-ups, and maintain pipeline health.

• Keep sales trackers, reporting documents, and operational dashboards updated.

• Support follow-up processes to ensure that no crucial actions are overlooked.

• Assist with candidate screening and coordination of recruitment efforts.

• Arrange interviews and provide administrative support related to hiring.

• Organize candidate data and maintain recruitment tracking systems.

• Facilitate candidate follow-ups as necessary.

• Prepare and uphold regular reports, dashboards, spreadsheets, and trackers.

• Monitor operational workflows and flag delays, risks, or missing actions.

• Maintain internal documentation, SOPs, and process notes.

• Offer ad hoc operational support across sales, recruitment, and business functions.

• Keep internal systems, documents, and workflows up to date.

• Assist with meeting notes, action items, and ensuring follow-through.

• Coordinate activities across sales, recruitment, operations, and leadership.

• Contribute to establishing structure in a dynamic startup environment.

⛳️ Requirements

• A minimum of 4 years of relevant professional experience.

• At least 3 years of practical experience with Salesforce CRM.

• Prior experience in CRM administration, sales operations, business operations, reporting, operations coordination, or related support roles.

• Strong background in maintaining systems, reports, workflows, and ensuring data accuracy.

• Significant hands-on experience with Salesforce CRM.

• Familiarity with Salesforce reporting, dashboards, data management, and CRM administration.

• Proficient spreadsheet and reporting capabilities.

• Experience in maintaining CRM data accuracy and operational workflows.

• Proficient in Google Workspace: Docs, Sheets, Drive.

• Excellent written and verbal communication skills in English.

• Strong administrative, coordination, and follow-up abilities.

• Capability to manage multiple priorities independently.

• Experience in a professional business environment.

🏝️ Benefits

• Remote-first position with opportunities to engage with international clients.

• Chance to grow within a scaling recruitment technology company.

• Direct access to leadership and significant operational responsibilities.

• Supportive, practical team culture without unnecessary frills.