CRM Coordinator

MicroSourcing; Manila; On-site; PHP 390,600 - 613,800; Full time

Job summary

MicroSourcing is seeking a CRM Coordinator to support business operations by managing CRM data, reporting, and KPI tracking while working remotely during the night shift in Metro Manila. The role focuses on ensuring accurate CRM data, financial metrics, and actionable insights to aid decision-making.

The ideal candidate will have hands-on experience with Microsoft Dynamics 365 Sales and Financial modules, strong analytical abilities, and proficiency in Excel and Power BI to prepare and maintain

Qualifications

• Experience with Microsoft Dynamics 365 Sales and Financial modules.
• Strong analytical and organizational skills.
• Proficient in Microsoft Office, particularly Excel and Power BI.
• Ability to manage multiple tasks and meet deadlines.
• Strong communication skills and attention to detail.

Responsibilities

• Administer and maintain Microsoft Dynamics 365 Sales and Financial modules.
• Facilitate CRM-related activities including data entry, updates, and system hygiene.
• Track, monitor, and report on business KPI metrics to relevant stakeholders.
• Prepare, consolidate, and maintain reports, budgets, and other business documentation.
• Collaborate with internal teams to support operational processes and ensure data accuracy.
• Assist with ad hoc analysis and projects as required by management.

Skills

Analytical skills

Organizational skills

Communication skills

Multitasking

Attention to detail

Education

Bachelor's degree in Business/Finance/IS or related field

Tools

Dynamics 365 Sales

Dynamics 365 Finance

Excel

Power BI

Job description

Position: CRM Coordinator

Location: Metro Manila

Work setup & shift: Remote | Night Shift

Overview

The Analyst / Coordinator supports business operations by managing and maintaining key systems, processes, and reporting. The role ensures accurate tracking of CRM data, business KPIs, and financial metrics, providing actionable insights to support decision-making.

Key Responsibilities

• Administer and maintain Microsoft Dynamics 365 Sales and Financial modules.
• Facilitate CRM-related activities including data entry, updates, and system hygiene.
• Track, monitor, and report on business KPI metrics to relevant stakeholders.
• Prepare, consolidate, and maintain reports, budgets, and other business documentation.
• Collaborate with internal teams to support operational processes and ensure data accuracy.
• Assist with ad hoc analysis and projects as required by management.

Qualifications and Skills

• Experience with Microsoft Dynamics 365 Sales and Financial modules.
• Strong analytical and organizational skills.
• Proficient in Microsoft Office, particularly Excel and Power BI.
• Ability to manage multiple tasks and meet deadlines.
• Strong communication skills and attention to detail.

Education

• Bachelor's degree in Business, Finance, Information Systems, or related field.