Dynamic Admin & Sales Operations Specialist

Cloudstaff Philippines Inc.; Philippines; Remote; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Health and life insurance

Leave credits up to 24 per year

WFH perks boxes

Mid-Year Parties with prizes

Career advancement opportunities

Annual salary review with salary raise

Company-provided PC/Laptop and fiber-­

Tech-on-wheels Support

Employee social clubs

International career growth

Referral incentives

Mental wellness EAP Lifeworks

In-house psychiatrist available

Employee Share Units program

Cloudstaff Dream Points

Job summary

Cloudstaff Philippines Inc. is seeking a diligent back-office administrator to support day-to-day operations across sales, finance and operations. You will handle customer and driver applications, enter data into CRM, reconcile payments, process invoices, and support supplier transactions.

The role requires excellent English, strong Excel skills, and high IT literacy, with a detail-oriented, process-driven mindset. A police background check may be required.

Qualifications

• Very good proficiency in the spoken and written English language.
• Competent at using CRM systems (Microsoft CRM Dynamics is ideal, not essential)
• Competent in Microsoft Excel
• High IT literacy
• Strong attention to detail
• Systematic approach / process-driven
• Fast learner
• Self-managing
• Hard worker
• Punctual
• Experience using Xero would be a bonus but is not essential
• Must be willing to undergo a police/criminal background check

Responsibilities

• Monitor, action and respond to New Driver and Driver Applications and email queues.
• Enter new driver lead enquiries into CRM, and assign them to the consumer sales team.
• Monitor and communicate via email with New Drivers who have created quotes in Auto-Pilot.
• Enter finance applications, working between CRM and financier portals.
• Prepare lease documentation, email, and respond to leaseholders.
• Order fuel cards.
• Monitor, action and respond to Corporate, Corporate Support and Accounts email queues.
• Enter new employer lead enquiries into CRM, assign to the corporate sales team.
• Update CRM with all New Employer details when a new Employer Agreement is received.
• Update Catch-e with all New Employer details when a new Employer Agreement is received.
• Facilitate Driver Terminations.
• Prepare Customer Rentals for payment in Catch-e and Bank.
• Reconcile Customer Rental payments in Catch-e against the Bank.
• Review and process Driver reimbursements in Catch-e and Bank.
• Review, post and pay Suppliers in Catch-e and Bank.
• Review and prepare invoices for payment and reconciliation.
• Audit and prepare reconciliation of Driver Funds versus Bank versus Catch-e.
• Prepare a Comprehensive Insurance Report for the supplier.
• Review and upload fuel card and maintenance provider transactions into Catch-e.
• Investigate and respond to Accounting Ageing Reports.

Skills

CRM Dynamics

Microsoft Excel

IT literacy

Attention to detail

Systematic / process-driven

Fast learner

Self-management

Punctual

Xero experience

English proficiency

Tools

Catch-e

Xero

Job description

Cloudstaff Philippines Inc. is seeking a diligent back-office administrator to support day-to-day operations across sales, finance and operations. You will handle customer and driver applications, enter data into CRM, reconcile payments, process invoices, and support supplier transactions.

The role requires excellent English, strong Excel skills, and high IT literacy, with a detail-oriented, process-driven mindset. A police background check may be required.