Salesforce Support Specialist - Night Shift | WFH (5-months Contract)

Booth and Partners; Makati; Remote; PHP 350.000 - 520.000; Vollzeit

Zusammenfassung

Booth and Partners in Makati, Philippines is seeking a detail-oriented Tier 1 Salesforce Data Support Specialist to assist the RevOps team with data hygiene and day-to-day Salesforce tasks.

You will follow clear workflows to update records, identify duplicates, and escalate complex cases to Tier 2 as needed, while maintaining thorough case notes and adhering to documented procedures.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Salesforce data support

Excel basics

Attention to detail

Process adherence

Written communication

Tools

DataLoader.io

Salesforce

Jobbeschreibung

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.
  

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 escalte 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.