Revenue Operations Specialist (Salesforce Admin)

Elevate And Delegate; Philippines; Remote; PHP 1,500 - 2,300; Full time

Benefits offered by this job

Direct client work

Client-paid payments

Flexible vacation policy

Job summary

Elevate And Delegate in the Philippines is seeking a Revenue Operations Specialist with Salesforce administration to migrate customers into Salesforce, set up accounts, contacts, billing, and ensure accurate data across multi-location clients.

You will manage RMR reporting, subscriptions, billing cadence, and work closely with leadership to finalize integrations. This remote full-time role requires strong CRM skills and attention to detail.

Qualifications

• Strong Salesforce skills or ability to master a CRM quickly.
• Excellent data gathering and reconciliation across multiple sources.
• Meticulous attention to detail and accuracy in all tasks.
• Clear written and spoken English for coordinating with the U.S. team.

Responsibilities

• Migrate customers into Salesforce, creating accounts, contacts, and billing records.
• Set up billing cycles, recurring line items, and connect to central monitoring.
• Handle multi-location accounts with a single billing entity.
• Lead post-close integration work with leadership and flag issues early.

Skills

Salesforce proficiency

CRM management

Data gathering

Attention to detail

English communication

Tools

Salesforce

Spreadsheets

Job description

Revenue Operations Specialist (Salesforce Admin)

Salary: ₱1,500 - 2,250 yearly

Salary: $1500 to $2250

Company: Elevate And Delegate

Job Type: Full Time

Location: Philippines

Work Hours: Full Time, Remote

Job Description

Core Responsibilities

• Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records.
• Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station.
• Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country.
• Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively.

Recurring-Revenue (RMR) Reporting

• Pull Salesforce data each month to calculate total RMR and new RMR.
• Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers.
• Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time.

Subscription & Billing Setup

• Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly).
• Process account updates: billing changes, address changes, added scopes of service, and other modifications.
• Serve as a point person for RMR changes in Salesforce, with leadership review before implementation.

Platform & Central-Station Support (transitional)

Note: the company is gradually moving this responsibility out of the role, but familiarity is valuable during onboarding.

• Understand how the monitoring platform fits together: trouble signals, M2M cellular radios that connect alarm panels to the central station, and emergency dispatch verification.
• Help confirm that customers’ alarm systems are communicating and monitored correctly.

Documentation & Data Projects

• Document standard operating procedures (SOPs) alongside the Customer Success Director.
• Support and, where needed, help coordinate shared data projects with the I-Team.

Requirements

What We’re Looking For

• Exceptionally comfortable with technology and spreadsheets — fast to learn new tools and able to assemble data from multiple sources.
• Strong Salesforce skills, or clearly demonstrated ability to master a CRM quickly (invoices, contacts, opportunities, reports, mass changes).
• Meticulous attention to detail and a habit of double-checking work — accuracy is the whole job.
• Calm, steady, and reliable under pressure; comfortable owning ambiguous, detail-heavy work without getting rattled.
• Clear written and spoken English for coordinating with the U.S. team and the I-Team.
• Self-directed and dependable in a remote, fully distributed team.

Success in This Role

Success is defined by accuracy and thorough documentation in Salesforce and our other systems. Integrations are completed cleanly the first time, recurring-revenue numbers are trustworthy, and the project team is kept informed through quick, clear communication.

Key Performance Indicators

• Acquired accounts integrated accurately and on schedule.
• 100% accuracy of recurring-revenue (RMR) and attrition reporting.
• Salesforce records maintained at 100% accuracy.
• Daily updates to active project plans and work order

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.