CRM Data Specialist: HubSpot & Salesforce Sync

30098 FactSet Philippines, Inc.; Taguig; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Employee stock purchase

Paid time off

Flexible work arrangements

Work-life balance

Volunteer program

Learning & development

ERGs

Job summary

FactSet Philippines, Inc. is seeking a Sales Operations CRM Specialist to maintain accurate and timely sales, account, contact, and opportunity data across HubSpot and Salesforce.

The role serves as the operational bridge between the Corporate sales organization and the broader enterprise relying on Salesforce for reporting and revenue management. You will own day-to-day CRM data management, ensure data is transferred and reconciled between systems, and partner with Sales, Revenue Operations,

Qualifications

• 2-5 years of experience in Sales Operations, Revenue Operations, CRM Administration, or Data Management.
• Experience working with Salesforce and/or HubSpot.
• Strong attention to detail and commitment to data accuracy.
• Experience managing large datasets and performing data imports, exports, and updates.
• Proficiency in Excel, including data cleansing, lookups, and reconciliation activities.

Responsibilities

• Serve as the primary operational liaison between HubSpot and Salesforce, ensuring data remains accurate and synchronized.
• Manage creation, maintenance, and updating of account, contact, and opportunity records, including ownership changes and renewal data.
• Execute recurring CRM data imports, exports, and reconciliation processes to support sales operations and reporting.
• Monitor data quality by identifying, investigating, and resolving discrepancies and duplicates.
• Partner with Sales, Sales Operations, Revenue Operations, and Business Systems teams to support pipeline hygiene for forecasting accuracy.
• Develop and maintain process documentation, recommend workflow improvements, and help identify automation opportunities.

Skills

Sales Operations

CRM Administration

Data Management

Excel

Attention to detail

Tools

Salesforce

HubSpot

Job description

FactSet Philippines, Inc. is seeking a Sales Operations CRM Specialist to maintain accurate and timely sales, account, contact, and opportunity data across HubSpot and Salesforce.

The role serves as the operational bridge between the Corporate sales organization and the broader enterprise relying on Salesforce for reporting and revenue management. You will own day-to-day CRM data management, ensure data is transferred and reconciled between systems, and partner with Sales, Revenue Operations,