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Revenue Operations Specialist, Salesforce Admin
Location
Philippines
Posted
16 days ago
Salary
$1.5K - $2.3K / month
Seniority
Senior
Job Description
Revenue Operations Specialist, Salesforce Admin
Elevate and Delegate
• Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records. • Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station. • Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country. • Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively. • Pull Salesforce data each month to calculate total RMR and new RMR. • Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers. • Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time. • Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly). • Process account updates: billing changes, address changes, added scopes of service, and other modifications. • Serve as a point person for RMR changes in Salesforce, with leadership review before implementation.
Job Requirements
- Exceptionally comfortable with technology and spreadsheets — fast to learn new tools and able to assemble data from multiple sources.
- Strong Salesforce skills, or clearly demonstrated ability to master a CRM quickly (invoices, contacts, opportunities, reports, mass changes).
- Meticulous attention to detail and a habit of double-checking work — accuracy is the whole job.
- Calm, steady, and reliable under pressure; comfortable owning ambiguous, detail-heavy work without getting rattled.
- Clear written and spoken English for coordinating with the U.S. team and the I-Team.
- Self-directed and dependable in a remote, fully distributed team.
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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