CRM Data Operations Specialist

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  • Resolve duplicate records, incomplete or outdated information, and misclassification (customer vs prospect)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