Document Control & CRM Specialist

Cloudstaff; Cebu City; Hybrid; PHP 279,000 - 391,000; Full time

Job summary

Cloudstaff is seeking a Document Control Representative to manage incoming digital correspondence and ensure accurate uploading to internal CRMs. The role includes reviewing voicemails, performing task audits for compliance, and handling other document-related responsibilities as assigned.

Key duties include daily review of digital mail, precise uploading/categorization of documents, and collaboration with teams to clarify requirements.

Qualifications

• Experience in document management or administrative support.
• Familiarity with CRM systems is preferred.
• Experience with digital document processing or online mail systems is a plus.

Responsibilities

• Review and process incoming digital mail and voicemails daily.
• Upload and categorize documents into CRM folders.
• Perform task audits to ensure accuracy and protocol adherence.
• Identify discrepancies or incomplete documentation.
• Maintain records in accordance with company standards.
• Collaborate with internal teams to clarify document requirements.

Skills

Attention to detail

CRM proficiency

Document management

Time management

Communication

Compliance

Independent & collaborative

Problem-solving

Tools

CRM software

Job description

Cloudstaff is seeking a Document Control Representative to manage incoming digital correspondence and ensure accurate uploading to internal CRMs. The role includes reviewing voicemails, performing task audits for compliance, and handling other document-related responsibilities as assigned.

Key duties include daily review of digital mail, precise uploading/categorization of documents, and collaboration with teams to clarify requirements.