Sales Operations CRM Specialist

30098 FactSet Philippines, Inc.; Taguig; On-site; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Employee stock purchase

Paid time off

Flexible work arrangements

Work-life balance

Volunteer program

Learning & development

ERGs

Job summary

FactSet Philippines, Inc. is seeking a Sales Operations CRM Specialist to maintain accurate and timely sales, account, contact, and opportunity data across HubSpot and Salesforce.

The role serves as the operational bridge between the Corporate sales organization and the broader enterprise relying on Salesforce for reporting and revenue management. You will own day-to-day CRM data management, ensure data is transferred and reconciled between systems, and partner with Sales, Revenue Operations,

Qualifications

• 2-5 years of experience in Sales Operations, Revenue Operations, CRM Administration, or Data Management.
• Experience working with Salesforce and/or HubSpot.
• Strong attention to detail and commitment to data accuracy.
• Experience managing large datasets and performing data imports, exports, and updates.
• Proficiency in Excel, including data cleansing, lookups, and reconciliation activities.

Responsibilities

• Serve as the primary operational liaison between HubSpot and Salesforce, ensuring data remains accurate and synchronized.
• Manage creation, maintenance, and updating of account, contact, and opportunity records, including ownership changes and renewal data.
• Execute recurring CRM data imports, exports, and reconciliation processes to support sales operations and reporting.
• Monitor data quality by identifying, investigating, and resolving discrepancies and duplicates.
• Partner with Sales, Sales Operations, Revenue Operations, and Business Systems teams to support pipeline hygiene for forecasting accuracy.
• Develop and maintain process documentation, recommend workflow improvements, and help identify automation opportunities.

Skills

Sales Operations

CRM Administration

Data Management

Excel

Attention to detail

Tools

Salesforce

HubSpot

Job description

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Sales Operations CRM Specialist

Your Team's Impact:

The Sales Operations CRM Specialist is responsible for maintaining accurate and timely sales, account, contact, and opportunity data across HubSpot and Salesforce. This role serves as the operational bridge between the Corporates sales organization, which utilizes HubSpot as its primary CRM, and the broader enterprise, which relies on Salesforce for reporting, contracting, and revenue management. The successful candidate will own the day-to-day execution of CRM data management processes, ensuring information is accurately transferred, updated, and reconciled between systems. This role will partner closely with Sales, Sales Operations, Revenue Operations, and Business Systems teams to maintain data quality, support reporting accuracy, and improve operational efficiency.

What You'll Do:

• Serve as the primary operational liaison between HubSpot and Salesforce, ensuring customer, account, contact, and opportunity data remains accurate and synchronized across both platforms.
• Manage the creation, maintenance, and updating of account, contact, and opportunity records, including ownership changes, account assignments, renewal data, pipeline updates, and customer information changes.
• Execute recurring CRM data imports, exports, and reconciliation processes to support sales operations, reporting, and revenue management.
• Monitor data quality across systems by identifying, investigating, and resolving discrepancies, duplicate records, and data integrity issues.
• Partner with Sales, Sales Operations, Revenue Operations, and Business Systems teams to support pipeline hygiene to support forecasting accuracy.
• Develop and maintain process documentation, recommend workflow improvements, and help identify opportunities to automate manual data management activities over time.

What We Are Looking For:

• 2-5 years of experience in Sales Operations, Revenue Operations, CRM Administration, or Data Management.
• Experience working with Salesforce and/or HubSpot.
• Strong attention to detail and commitment to data accuracy.
• Experience managing large datasets and performing data imports, exports, and updates.
• Proficiency in Excel, including data cleansing, lookups, and reconciliation activities.
• Strong organizational skills and ability to manage recurring operational processes.

Success Measures:

• Timely creation and maintenance of Salesforce and HubSpot records.
• High CRM data accuracy and completeness.
• Reduction in data discrepancies between systems.
• Improved pipeline and account reporting reliability.
• Positive feedback from sales and sales operations stakeholders.

What's In It For You:

At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being.

• health, life, and disability insurance
• retirement savings plans
• discounted employee stock purchase program
• paid time off for holidays, family leave, and company-wide wellness days
• flexible work accommodations
• work/life harmony
• global community dedicated to volunteerism and sustainability
• career progression planning with dedicated time each month for learning and development
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.

Company Overview:

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.

As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.

Learn more atwww.factset.comand follow us onXandLinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective.

Qualified applicants will be considered for employment without regard to characteristics protected by law.

Spread the news! We understand the importance of connections, which is why we have launched an external referral pilot program in the United States. If you are a partner, customer, or vendor; you are now able to refer top talent for a monetary reward. Please note some exclusions may apply*.