Offshore CRM Operations & Compliance Support

MicroSourcing; Pasig; Hybrid; PHP 420,000 - 640,000; Full time

Benefits offered by this job

Competitive Rewards

A Collaborative Spirit

Work-Life Harmony

Career Growth

Inclusive Teamwork

Job summary

MicroSourcing in Ortigas, Pasig City is seeking an Offshore CRM Operations & Compliance Support to help manage Salesforce accounts, verify data quality, and enforce naming standards.

The role focuses on reviewing newly created accounts, performing compliance checks (Dow Jones / RiskCenter), and ensuring clean, ready-for-sales data while collaborating with cross-functional teams in a hybrid setup.

This position offers above-market rewards, health coverage, and opportunities for growth.

Responsibilities

• 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
• 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
• Maintain consistency with current data governance standards

Job description

Offshore CRM Operations & Compliance Support

Work Setup: Hybrid | Shifting

Location: Ortigas, Pasig City

Benefits

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

Trigger: Accounts Flagged Via: Sales interaction

Accounts Automatically Created In Salesforce From: Website and web enquiry submissions; Marketing Cloud forms (including ioGAS)

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

Outcome

• Clean, verified Accounts available for sales activity
• Reduced downstream data correction and rework

Account Verification – Legacy / Incomplete Accounts (Ongoing)

Trigger: Accounts not fully resolved during the initial Salesforce org clean

Accounts Flagged Via: Sales interaction

Integration exceptions

Data quality reviews

Responsibilities

• Perform continual clean-up and verification of identified accounts
• Resolve duplicate records
• Reduce incomplete or outdated information
• Resolve misclassification (e.g. customer vs prospect)
• Maintain consistency with current data governance standards

Outcome

• Progressive reduction of legacy data risk
• Sustained data quality over time

Compliance Checks - Dow Jones / RiskCenter

Trigger: Creation of new Accounts; Account updates requiring compliance validation

Responsibilities

• 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

Prioritisation

• IoGAS Accounts Are Prioritised Due To: Software licensing dependency, Global scale and regulatory exposure

Outcome

• Compliance embedded as a standard operational control
• Sales teams removed from compliance administration

Optional / Conditional Responsibility

Payment Confirmation Update – Software Purchases (Fallback Only)

This responsibility is explicitly optional and only applies if automated payment confirmation via Kafka or Snowflake/Data Cloud is not available.

Trigger: Daily Pronto report confirming cleared payments for software purchases

Scope: Applicable to software products only (e.g. ioGAS); Offshore role receives an authoritative, system-generated Pronto report; The role acts as a system proxy, not a decision-maker

Responsibilities

• Review daily Pronto payment-cleared report
• Identify corresponding records in Salesforce

Update The Designated Payment Cleared Indicator Where

• Record matching is clear
• Payment status is unambiguous
• Escalate where payment cannot be confidently matched to a Salesforce record

Restrictions

• Confirm or interpret payments
• Issue licences or entitlements
• Communicate with customers
• Change opportunity stages, pricing, or commercial terms

Outcome

• Salesforce accurately reflects payment-cleared status
• Sales can proceed with licence issuance without handling payment confirmation
• Controlled, auditable fallback while automation is completed

Design Intent

This is an interim, time-boxed operational control to be retired once automated payment signals are live.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU - MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive. At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply