CRM Data Operations Specialist
MicroSourcing · Pasig, Philippines ·
- Category
- Operations
Position
CRM Data Operations Specialist
Work Setup
Hybrid | Shifting
Location
Ortigas, Pasig City
Compensation
61,000-70,000 PHP / Month
Benefits
- Above-market compensation
- Healthcare coverage on day one
- Paid time‑off with cash conversion
- Group life insurance
- Performance bonuses
- Flexible work arrangements
- Continuous learning opportunities
- Inclusive team culture
Responsibilities
- Account Verification – New Accounts (Ongoing)
- 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
- Account Verification – Legacy / Incomplete Accounts (Ongoing)
- Perform continual clean‑up and verification of identified accounts
- Resolve duplicate records, incomplete or outdated information, and misclassification (customer vs prospect)
- Maintain consistency with current data governance standards
- Compliance Checks – Dow Jones / RiskCenter
- 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
- Optional / Conditional Responsibility: Payment Confirmation Update – Software Purchases (Fallback Only)
- Review daily Pronto payment‑cleared report
- Identify corresponding records in Salesforce
- Update the “payment cleared” indicator when record matching is clear and payment status is unambiguous
- Escalate where payment cannot be confidently matched to a Salesforce record