Celeste

• Accounts Payable: Post AP invoices in SAP after 3-way matching to purchase orders • Prepare fortnightly payment run files for review and upload by the Senior Finance Analyst • Reconcile bank statements daily and accurately code manual transactions to the correct GL accounts • File invoices and maintain a retrieval system that actually works • Correspond with vendors on payment disputes and outstanding amounts • Manage and maintain Supplier and Agent Master Data files • Provide a weekly cashflow snapshot and support the Regional Finance Manager with cashflow reporting • Request and reconcile monthly AP statements from dealers • Accounts Receivable: Complete daily processing of cash receipts and allocate to the correct customer accounts • Weekly review of aged receivables — flag risks of non-payment before they escalate • Proactively follow up overdue balances with dealers in a structured, professional manner • Send bi-weekly AR statements to dealers • Review bank payments and assist the UK AR team with remittance allocation • Procurement Support: Assist the APAC team with finance purchase requests — selecting correct GL accounts and cost centers • Support the Regional Finance Manager in validating vendor banking information • Month-End & Reporting: Prepare month-end AP/AR accruals, reclassification entries, and balance sheet reconciliations in line with close timelines • Perform ad hoc analyses as required by the business • Assist with year-end AP and AR balance reviews

• Provide backend infrastructure for the Lead Generation team — build assignment logic, validation rules, and automated workflows to ensure leads are processed and routed within 24 hours. • Administer and integrate the sales tech stack including ZoomInfo and LinkedIn Sales Navigator, ensuring clean data flow into Salesforce. • Collaborate with leadership to translate commercial requirements into scalable Salesforce configurations (e.g., MEDDPICC tracking, custom object architecture). • Design, build, and maintain complex Salesforce Flows to automate the lead-to-opportunity lifecycle and internal notifications. • Manage custom objects, page layouts, record types, and formula fields across Sales, Service, and Marketing Cloud initiatives. • Oversee the full deployment cycle from Sandbox to Production — all changes documented and tested. • Migrate legacy Workflow Rules and Process Builders to modern, high-performing Flows. • Build deduplication rules and data-cleansing schedules to maintain under 2% duplicate records. • Develop dashboards tracking global pipeline health, trade show ROI, and speed-to-lead KPIs across US and EMEA regions. • Ensure platform compliance with industry standards (FDA, GxP, GDPR) and maintain a rigorous security model including Profiles, Permission Sets, and Sharing Rules.

📍 Location: 100% Remote (Philippines-based) ⏰ Schedule: Full-Time (Monday to Friday) | UK Business Hours (GMT) 💼 Role Type: Independent Contractor 💸 Rate: Approximately Php550 to Php600 per hour, depending on experience Why this role matters Our client is a globally recognized financial education company running direct response marketing campaigns across multiple regions — live seminars, virtual events, and webinars designed to move people from registration to the room to a sale. The campaigns are fast-moving, multi-timezone, and high-stakes. This role is the operational counterpart to the London-based marketing hire — the person on the ground making sure every campaign asset is in place, every event is tracked, every report lands on time, and nothing falls through the cracks. You're not setting strategy, but you're the reason strategy actually becomes results. What you'll do 🎯 Campaign Execution & Operations - Implement and manage marketing campaigns for live seminars and virtual events across multiple regions. - Ensure all campaign assets — ads, creatives, videos, and copy — are in place and delivered on schedule. - Oversee campaign setup and scheduling across multiple platforms in coordination with the GHL Automation Specialist. - Monitor workflows, triggers, and automated communications to ensure campaigns are running as intended. - Support copywriting and content preparation by managing review workflows and timelines. 📊 Data Reporting & Performance Tracking - Extract, validate, and maintain daily reports on event registrations, attendance, and sales. - Monitor campaign KPIs, conversion rates, and ROI, flagging anomalies and ensuring data accuracy. - Produce dashboards and performance reports for leadership to support decision-making. - Maintain accurate records across Salesforce and GHL — deduplication, updates, and regular clean-up in coordination with the GHL Specialist. 🤝 Team, Supplier & Cross-Timezone Coordination - Act as the operational link between marketing, sales, suppliers (ad buyers, designers, videographers, speakers), and integrations teams. - Coordinate schedules, deadlines, and deliverables across US, UK, AU, and NZ time zones. - Ensure supplier deliverables arrive on time and meet campaign requirements. - Flag bottlenecks early and escalate issues before they impact campaign delivery. 📣 Event & Communication Support - Track attendance and sales for all events, maintaining accurate and up-to-date records. - Coordinate event-related communications — registrant reminders, follow-ups, and post-event sequences. - Prepare internal and external communications aligned with campaign requirements. - Support broadcast scheduling and waitlist coordination inside GHL. 🌐 Social Media & Online Reputation - Manage posting schedules and ensure social content goes out on-brand and on time. - Monitor reviews and online reputation across Trustpilot, Google Reviews, and other relevant platforms. - Track engagement and prepare performance summaries for leadership. ⚡ Continuous Improvement & Ad-Hoc Projects - Identify workflow gaps and recommend practical solutions for smoother campaign execution. - Support report automation, system enhancements, and process documentation. - Assist with additional marketing operations projects as they come up. About you - Legally eligible to work in the Philippines as an Independent Contractor. - Fluent in written and verbal English (professional communication required). - Must have your own laptop/computer and secure, high-speed internet. - Minimum 3 years of experience in marketing operations, campaign coordination, or a similar execution-focused marketing role. - Proven background in direct response marketing — ideally with exposure to event-based campaigns (seminars, webinars, virtual events). - Comfortable working inside GoHighLevel for campaign monitoring, communication scheduling, and basic workflow management. - Data-driven mindset — owns KPI reporting and can produce accurate performance dashboards for leadership. - Experience coordinating across multiple time zones and managing cross-functional deliverables. - Strong organizational skills with the ability to manage multiple campaigns and deadlines simultaneously without dropping the ball. Bonus points for 🌟 Hands-on Salesforce experience — pipeline reporting, data management, or CRM maintenance. 🌟 Background in FinTech, EdTech, SaaS, or financial education industries. 🌟 Experience working with ad buyers, creative teams, or external agencies on campaign delivery. 🌟 Familiarity with Zapier or other no-code automation tools. 🌟 Copywriting or copy-editing experience, or proven ability to manage copywriters. 🌟 Experience in fast-paced startup or global matrixed environments.

📍 Location: 100% Remote (Philippines-based) ⏰ Schedule: Full-Time (Monday to Friday) | UK Business Hours (GMT) 💼 Role Type: Independent Contractor 💸 Rate: Approximately Php550 to Php600 per hour, depending on experience Why this role matters Our client is a globally recognized financial education company running direct response marketing campaigns across multiple regions — live seminars, virtual events, and webinars designed to move people from registration to the room to a sale. The campaigns are fast-moving, multi-timezone, and high-stakes. This role is the operational counterpart to the London-based marketing hire — the person on the ground making sure every campaign asset is in place, every event is tracked, every report lands on time, and nothing falls through the cracks. You're not setting strategy, but you're the reason strategy actually becomes results. What you'll do 🎯 Campaign Execution & Operations - Implement and manage marketing campaigns for live seminars and virtual events across multiple regions. - Ensure all campaign assets — ads, creatives, videos, and copy — are in place and delivered on schedule. - Oversee campaign setup and scheduling across multiple platforms in coordination with the GHL Automation Specialist. - Monitor workflows, triggers, and automated communications to ensure campaigns are running as intended. - Support copywriting and content preparation by managing review workflows and timelines. 📊 Data Reporting & Performance Tracking - Extract, validate, and maintain daily reports on event registrations, attendance, and sales. - Monitor campaign KPIs, conversion rates, and ROI, flagging anomalies and ensuring data accuracy. - Produce dashboards and performance reports for leadership to support decision-making. - Maintain accurate records across Salesforce and GHL — deduplication, updates, and regular clean-up in coordination with the GHL Specialist. 🤝 Team, Supplier & Cross-Timezone Coordination - Act as the operational link between marketing, sales, suppliers (ad buyers, designers, videographers, speakers), and integrations teams. - Coordinate schedules, deadlines, and deliverables across US, UK, AU, and NZ time zones. - Ensure supplier deliverables arrive on time and meet campaign requirements. - Flag bottlenecks early and escalate issues before they impact campaign delivery. 📣 Event & Communication Support - Track attendance and sales for all events, maintaining accurate and up-to-date records. - Coordinate event-related communications — registrant reminders, follow-ups, and post-event sequences. - Prepare internal and external communications aligned with campaign requirements. - Support broadcast scheduling and waitlist coordination inside GHL. 🌐 Social Media & Online Reputation - Manage posting schedules and ensure social content goes out on-brand and on time. - Monitor reviews and online reputation across Trustpilot, Google Reviews, and other relevant platforms. - Track engagement and prepare performance summaries for leadership. ⚡ Continuous Improvement & Ad-Hoc Projects - Identify workflow gaps and recommend practical solutions for smoother campaign execution. - Support report automation, system enhancements, and process documentation. - Assist with additional marketing operations projects as they come up. About you - Legally eligible to work in the Philippines as an Independent Contractor. - Fluent in written and verbal English (professional communication required). - Must have your own laptop/computer and secure, high-speed internet. - Minimum 3 years of experience in marketing operations, campaign coordination, or a similar execution-focused marketing role. - Proven background in direct response marketing — ideally with exposure to event-based campaigns (seminars, webinars, virtual events). - Comfortable working inside GoHighLevel for campaign monitoring, communication scheduling, and basic workflow management. - Data-driven mindset — owns KPI reporting and can produce accurate performance dashboards for leadership. - Experience coordinating across multiple time zones and managing cross-functional deliverables. - Strong organizational skills with the ability to manage multiple campaigns and deadlines simultaneously without dropping the ball. Bonus points for 🌟 Hands-on Salesforce experience — pipeline reporting, data management, or CRM maintenance. 🌟 Background in FinTech, EdTech, SaaS, or financial education industries. 🌟 Experience working with ad buyers, creative teams, or external agencies on campaign delivery. 🌟 Familiarity with Zapier or other no-code automation tools. 🌟 Copywriting or copy-editing experience, or proven ability to manage copywriters. 🌟 Experience in fast-paced startup or global matrixed environments.

📍 Location: 100% Remote (Philippines-based) ⏰ Schedule: Full Time (Monday to Friday) | UK Business Hours (GMT) 💼 Role Type: Independent Contractor 💸 Rate: Approximately Php550 to Php600 per hour, depending on experience Why this role matters Our client is a globally recognized financial education company operating across multiple markets. They run high-volume live events, webinars, and direct response campaigns across multiple regions simultaneously, which means their marketing and sales engine needs to run without dropping a single ball. As their GHL Automation Specialist, you own the systems. You build, maintain, and optimize the automated infrastructure that keeps leads moving, campaigns firing, and global operations running at full efficiency inside GoHighLevel. This isn't a support role — you're the system owner who makes everything else possible. What you'll do ⚙️ Automation & Workflow Development - Build and manage advanced automations using GHL Workflows, Pipelines, Triggers, and Campaigns to support global event and sales campaigns. - Create and optimize automated lead nurturing sequences, follow-ups, and sales process flows across email, SMS, and WhatsApp. - Develop onboarding, retention, and reactivation automations tailored to live seminar and webinar campaign needs. - Manage broadcast scheduling and waitlist management directly within GHL. - Continuously optimize existing workflows for accuracy, efficiency, and scalability. 🔗 Systems Integration - Own and maintain the GHL ↔ Salesforce integration, ensuring seamless data flow between platforms. - Connect GoHighLevel with external tools — payment platforms, webinar tools, calendars, and analytics platforms. - Use Zapier, Make (Integromat), webhooks, and APIs to automate cross-platform processes. - Troubleshoot integration issues proactively and maintain system stability across all connected platforms. - Ensure accurate and reliable data synchronization at all times. 📊 CRM & Pipeline Management - Build and customize pipelines for marketing, sales, and event operations. - Maintain database integrity across GHL and Salesforce — deduplication, updates, and regular clean-up. - Set up automated task assignments, notifications, and deal progression logic. - Maintain clean, structured, and scalable CRM data with strong governance standards. 📣 Marketing Automation Support - Support campaign execution for live seminars and virtual events by ensuring all automation is in place and firing correctly. - Create and manage email, SMS, and WhatsApp sequences, tagging systems, and segmentation logic. - Support funnel builds, landing pages, and form integrations as needed. - Implement tracking systems including UTMs, triggers, and attribution models. 📈 Reporting, QA & Optimization - Monitor workflow performance and proactively identify bottlenecks before they become problems. - Conduct regular QA checks on workflows, automations, and CRM data integrity. - Build dashboards and automated reports inside GHL to support leadership decision-making. - Provide actionable recommendations to improve conversion rates and campaign efficiency. 🎓 Training & Documentation - Facilitate training sessions for internal teams on GHL usage and best practices. - Develop and maintain SOPs, walkthroughs, and onboarding documentation. - Ensure team members across functions are confident and capable in using GHL systems effectively. About you - Legally eligible to work in the Philippines as an Independent Contractor. - Fluent in written and verbal English (professional communication required). - Must have your own laptop/computer and secure, high-speed internet. - Minimum 3 years of hands-on GoHighLevel experience — building workflows, pipelines, triggers, funnels, and automations at a campaign operations level. - Strong Salesforce skills, including CRM integration, database management, and data integrity maintenance. - Strong proficiency with Zapier, Make (Integromat), APIs, and webhooks for cross-platform integration. - Solid understanding of direct response marketing funnels, CRM logic, and event-based sales pipelines. - Proven ability to map business processes into automated systems that work at scale. - Experience with email, SMS, and WhatsApp automation, segmentation, and tagging logic. - Strong troubleshooting instincts — you catch problems before they affect campaigns. - Comfortable training and supporting users with varying levels of technical ability. Bonus points for 🌟 Experience working in a marketing agency or event-based sales environment. 🌟 Background in FinTech, EdTech, SaaS, or financial education. 🌟 Familiarity with Stripe, Calendly, Google Workspace, Slack, or Meta Lead Ads integrations. 🌟 Knowledge of data hygiene, lead scoring, and attribution models. 🌟 GHL Admin Certification or equivalent platform certification.

• Conduct market and prospect research to identify new business opportunities. • Perform outreach to target customers via email and phone. • Coordinate and triage inbound and outbound sales calls. • Support proposal creation, quoting, and lead follow-ups. • Maintain a healthy pipeline of qualified leads and opportunities in Pipedrive CRM. • Assist in nurturing and maintaining long-term client relationships. • Track communication and follow-ups to ensure a consistent client experience. • Collaborate with internal teams to align project details and client expectations. • Support account management with reporting and updates. • Maintain accurate and up-to-date records in Pipedrive and other contact databases. • Collect and organize data for business development and marketing efforts. • Prepare summaries and activity reports for internal and client-facing use. • Support special projects related to business growth and process improvement.

• Transform raw customer data and ensure successful ingestion into the platform. • Work with the Delivery Manager to meet onboarding milestones and deliver a “right-first-time” approach. • Follow data policies, use available automation tools, and minimize manual file handling. • Run data accuracy and quality checks after ingestion. • Identify risks, inconsistencies, or platform issues early and contribute to problem-solving. • Ensure ongoing completeness and accuracy of customer data (invoices, rate cards, contracts, configurations, etc.). • Update configurations reflecting changes in customers’ logistics networks. • Support Customer Success & Sales with insights that feed into QBRs and upsell opportunities. • Improve automation and reduce manual data handling wherever possible. • Liaise with customers and their LSPs to raise invoice disputes and follow them through to resolution. • Provide clear, professional communication using correct logistics & supply chain terminology. • Track dispute progress and ensure accurate visibility of customer-facing tasks. • Analyze complex data sets to support customer simulations, proofs of concept, and business cases. • Provide regular internal and customer-facing updates on assigned tasks. • Maintain accurate task statuses, logs, and trackers for project visibility. • Support pre-sales with data-driven insights to build business cases (customers avg. $200K ARR). • Drive customer ROI through data acquisition, analysis, and accurate transformations. • Become a technical expert in onboarding workflows and contribute insights to Product & Engineering. • Take on ad hoc projects as needed.