Remote Salesforce Analyst for Data-Driven CRM Growth

Emapta; Metro Manila; A distancia; PHP 1.143.000 - 2.032.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

HMO coverage

Night differential

Permanent WFH

Fixed weekends off

Salary advance

Upskilling via Emapta Academy

Gym access

Lifestyle perks

Referral incentives

Annual leave credits

Mentorship

Descripción de la vacante

Emapta, a US-facing customer, seeks a Salesforce Analyst to maintain CRM data integrity, optimize Salesforce Sales Cloud usage, and support pipeline hygiene for assigned sellers. The role requires 2–4 years of hands-on experience and strong Excel/Sheets proficiency, with excellent English communication for collaboration with US-based professionals.

This remote, full-time position offers growth, mentorship, and exposure to global leaders while supporting clients in the legal tech sector.

Formación

• Bachelor's degree in Business, Information Systems, or a related field, or equivalent professional experience.
• 2 to 4 years of hands-on Salesforce Sales Cloud experience in sales operations, CRM analysis, or data analysis.
• Advanced proficiency in Salesforce Sales Cloud, including Accounts, Contacts, Leads, Opportunities, Activities, custom reports, dashboards, list views, and record ownership rules.
• Advanced proficiency in Microsoft Excel or Google Sheets, including VLOOKUP, XLOOKUP, pivot tables, and data validation.
• Excellent verbal and written English communication skills, with the ability to collaborate effectively with US-based senior sales professionals.
• Strong attention to detail, sound judgment in managing CRM data changes, and consistent documentation practices.
• Reliable availability during the required US business hours.

Responsabilidades

• Conduct daily and weekly data quality checks across Salesforce Accounts, Contacts, Opportunities, and Activities to identify and resolve missing, outdated, or conflicting information.
• Identify and merge duplicate Accounts and Contacts, and maintain accurate parent-child account hierarchies for multi-office law firms and corporate legal departments.
• Enforce CRM naming conventions, required fields, picklist values, and opportunity stage definitions.
• Process new account requests through the Sales Operations account creation workflow and verify account ownership against established Rules of Engagement.
• Maintain accurate account ownership, territory assignments, and team allocations as sales representatives join, leave, or change account portfolios.
• Collaborate with assigned senior sales leaders to ensure all active opportunities are accurately recorded, appropriately staged, and regularly updated in Salesforce.
• Update opportunity amounts, close dates, next steps, products, services, and contact roles based on seller notes, emails, and call summaries.
• Conduct weekly pipeline reviews with assigned sellers before forecast meetings and flag stalled opportunities, overdue close dates, and incomplete CRM records.
• Record sales activities and meeting notes on behalf of assigned sellers as requested.
• Prepare pipeline snapshots for individual meetings, deal reviews, and strategic account planning sessions.
• Develop and maintain Salesforce reports and dashboards to monitor sales pipelines, bookings, activities, and CRM data quality.
• Prepare and distribute weekly data health scorecards to the Sales Operations Manager.
• Support month-end and quarter-end close processes through pipeline reconciliation and closed-won opportunity validation for commission calculations.
• Document recurring Salesforce and sales operations processes through SOPs and maintain updated process documentation.
• Coordinate with the RFP Coordinator to support requests for proposals (RFPs) and opportunity tracking handoffs.
• Respond to daily Salesforce inquiries from sales team members and provide guidance on CRM processes and system functionality.

Conocimientos

Salesforce Sales Cloud

CRM analysis

Data analysis

English communication

Attention to detail

US business hours availability

Educación

Bachelor's degree in Business or Information Systems

Herramientas

Microsoft Excel

Google Sheets

Descripción del empleo

Emapta, a US-facing customer, seeks a Salesforce Analyst to maintain CRM data integrity, optimize Salesforce Sales Cloud usage, and support pipeline hygiene for assigned sellers. The role requires 2–4 years of hands-on experience and strong Excel/Sheets proficiency, with excellent English communication for collaboration with US-based professionals.

This remote, full-time position offers growth, mentorship, and exposure to global leaders while supporting clients in the legal tech sector.