CRM Data Operations Specialist

MicroSourcing; Pasig; On-site; PHP 680,760 - 781,200; Full time

Benefits offered by this job

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

Job summary

MicroSourcing is seeking a CRM Data Operations Specialist to support account verification and data governance within a hybrid setup in Ortigas, Pasig City. You will review new and legacy accounts, apply data standards, and perform compliance checks on Dow Jones / RiskCenter, with occasional payment-confirmation duties for software purchases.

The role offers above-market compensation, health coverage from day one, paid time-off with cash conversion, and ongoing learning opportunities within a

Responsibilities

• Account Verification – New Accounts: review newly created accounts generated by automation; verify and complete required account details where missing or inconsistent; apply naming and data standards; identify and resolve obvious duplication issues.
• Account Verification – Legacy / Incomplete Accounts: perform continual clean‑up and verification of identified accounts; resolve duplicate records, incomplete or outdated information, and misclassification (customer vs prospect); maintain consistency with data governance.
• Compliance Checks – Dow Jones / RiskCenter: perform Dow Jones / RiskCenter checks on all accounts; record outcomes in Salesforce per the 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 Salesforce records; update the payment cleared indicator when matched; escalate when payment cannot be confidently matched.

Job description

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