Strata Admin Pro: Data, Invoicing & CRM

Cloudstaff Philippines Inc.; Philippines; On-site; PHP 260,000 - 380,000; Full time

Benefits offered by this job

Comprehensive health insurance

Flexible leave credits

Company-provided PC/Laptop

Fiber internet connection

Career advancement opportunities

Employee Share Units program

CS Social Clubs & Special InterestGs

Referral bonuses

Job summary

Cloudstaff Philippines Inc. is seeking an organized office administrator to handle data entry, invoicing, and reporting tasks. You will manage bookings in Servicem8, create templates for quotes and invoices, and generate daily to weekly financial reports.

The role involves time sheet review, CRM maintenance, and follow-ups on unpaid invoices and quotes. A broad set of Office 365/Google Drive tools is used to support operations and project tracking.

Qualifications

• Experience with data entry and office admin tasks.
• Familiarity with invoicing and reporting processes.
• Proficient in using email, calendar, and cloud storage tools.

Responsibilities

• Take bookings and enter into Servicem8 system.
• Create and edit templates for quoting, invoicing and reporting.
• Generate daily and weekly reports (outstandings, P&L).
• Check daily timesheets and reconcile wholesaler data.
• Maintain CRM system with correct tagging and reporting.
• Follow up on unpaid invoices and quotes until resolved.
• Create health check, compliance forms and review processes for Google/Facebook.

Skills

Data entry

Administrative tasks

Communication

Time management

Attention to detail

Tools

Servicem8

Xero

Asana

G Suite / Google Drive

Dropbox

Lucidchart

Canva

Photoshop / PicMonkey

Job description

Cloudstaff Philippines Inc. is seeking an organized office administrator to handle data entry, invoicing, and reporting tasks. You will manage bookings in Servicem8, create templates for quotes and invoices, and generate daily to weekly financial reports.

The role involves time sheet review, CRM maintenance, and follow-ups on unpaid invoices and quotes. A broad set of Office 365/Google Drive tools is used to support operations and project tracking.