Automation & CRM Process Lead

Jeebly; Hinoba-an; On-site; PHP 446,000 - 1,004,000; Full time

Job summary

Jeebly seeks a skilled specialist to manage the SaaS applications used across the company, with focus on CRM, help desk or service desk tools, and call center apps (Zoho, FreshWorks, FreshSales, FreshDesk and Genesys). You will design automated workflows, map processes, and drive data integrity for leadership decision making.

The role covers CRM administration, API integrations, data governance, and analytics, with responsibilities across marketing, sales, and customer service automation.

Qualifications

• Experience in data governance and BPM.
• Ability to design complex automated workflows and APIs.
• CRM architecture and integration management experience.
• Hands-on with FreshWorks products and CRM automation.

Responsibilities

• CRM Administration: manage users, fields, data integrity and automation.
• Workflow Design: build automated sequences and integrations across marketing, sales, and service.
• Process Mapping: identify bottlenecks and redesign workflows for efficiency.
• Sales Operations: automate pipeline, forecasting and performance tracking.
• Marketing Operations: manage campaigns, lead nurturing and analytics.
• Customer Service Automation: implement chatbots and automated tickets.
• Data Management: ensure data quality and syncing across systems.
• Reporting & Analytics: create dashboards and insights.
• Integrations: connect CRM with business tools for leadership visibility.
• Training & Support: onboard users to new processes and tools.

Skills

Data Governance

BPM

API Integrations

Workflow Automation

CRM Architecture

Integration Management

FreshWorks Implementation

Tools

Zoho

FreshWorks

FreshSales

FreshDesk

Genesys

Job description

Jeebly seeks a skilled specialist to manage the SaaS applications used across the company, with focus on CRM, help desk or service desk tools, and call center apps (Zoho, FreshWorks, FreshSales, FreshDesk and Genesys). You will design automated workflows, map processes, and drive data integrity for leadership decision making.

The role covers CRM administration, API integrations, data governance, and analytics, with responsibilities across marketing, sales, and customer service automation.