Salesforce Support Specialist 5 Months Fixed-Term

Booth

Makati

On-site

PHP 279,000 - 469,000

Full time

42 hours ago
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Job summary

Booth is seeking a detail-oriented Tier 1 Salesforce Data Support Specialist to assist the Revenue Operations (RevOps) team with data hygiene and support tasks. This execution-focused role follows defined workflows to maintain Salesforce data accuracy at scale, supporting Sales and Customer Success.

You will execute bulk updates with DataLoader.io, correct data such as close dates and contacts, and flag duplicates for review. Strong attention to detail and process discipline are essential.

Qualifications

  • 1–2+ years in Salesforce in a support, operations, or data role.
  • Proficient in Excel (filters, formulas, basic pivots).
  • Familiar with Accounts, Contacts, and Opportunities objects.

Responsibilities

  • Execute approved bulk data updates in Salesforce using DataLoader.io.
  • Support basic data corrections including opportunity close dates, account details, and contact information.
  • Identify potential duplicate accounts and contacts and flag them for review.
  • Perform approved record merges following documented instructions.
  • Complete Tier 1 data support tasks via a case-based workflow and escalate complex cases when needed.
  • Maintain accurate case notes and status updates.
  • Follow established procedures for all data updates and document issues or patterns.

Skills

Salesforce data
Excel basics
Opportunity mgmt

Tools

DataLoader.io
Salesforce UI

Job description

Job Description:

Position Overview

We are seeking a detail-oriented Tier 1 Salesforce Data Support Specialist to assist the Revenue Operations (RevOps) team with foundational data hygiene and support tasks. This role focuses on executing defined workflows to maintain accurate Salesforce data, support Sales and Customer Success teams, and identify issues that require escalation for further review. This is an execution-focused role ideal for someone who is comfortable working through structured tasks, following clear processes, and ensuring data accuracy at scale.

Key Responsibilities
Salesforce Data Support & Bulk Updates
  • Execute approved bulk data updates in Salesforce using tools such as DataLoader.io.

  • Support basic data corrections including opportunity close dates, account details, and contact information.

  • Identify potential duplicate accounts and contacts using defined criteria and flag them for review.

  • Perform approved record merges following documented instructions.

Case-Based Support – Sales & Customer Success
  • Complete Tier 1 data support tasks through a case-based workflow (to be provided).

  • Review incoming requests for accuracy and completeness before execution.

  • Escalate non-standard, complex, or unclear cases to Tier 2 or RevOps leadership.

  • Maintain accurate case notes and status updates.

Process Adherence & Documentation
  • Follow established procedures for all data updates and support activities.

  • Document issues, patterns, and edge cases encountered during execution.

  • Provide feedback to help improve workflows and reduce repeat issues over time.

Requirements

Required Skills & Qualifications

Technical & Tool Proficiency

  • 1-2+ years of experience using Salesforce in a support, operations, or data role.

  • Working knowledge of Microsoft Excel (filters, formulas, basic pivots).

  • Understanding of core Salesforce objects: Accounts, Contacts, and Opportunities.

Process & Execution Skills

  • Comfortable working within structured, step-by-step workflows.

  • Strong attention to detail when performing repetitive or high-volume tasks.

  • Ability to recognize when an issue falls outside Tier 1 scope and elevate appropriately.

Soft Skills

  • Reliable, organized, and accountable in task execution.

  • Clear written communication for documentation and case updates.

  • Collaborative mindset and willingness to learn and improve processes.

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