CRM & Data Support

Why will love working with this Client?

Our client is based in the United Kingdom. This client has an exciting opportunity to be someone who is always striving to improve, is highly organised, works well under pressure, and has a strong work ethic. Join us now!.

Location / Shift
Angeles City, Pampanga – Mid Shift

NOTE: You must be willing to work in the office in the above office location to apply for this position.

Job Description

CRM & Data Operations Support (Salesforce)

Objective: Provide operational CRM support to ensure Salesforce data quality, enable targeted marketing campaigns, and deliver reliable reporting that supports sales and marketing performance.

1. CRM Data Integrity & Governance
Scope: Maintain and optimise Salesforce to ensure accurate, structured,d and usable customer data across Marketing and Sales teams.

Responsibilities

• ●Maintain Salesforce data quality, structure, and segmentation accuracy.
• ●Implement and manage processes to reduce incomplete, duplicated, or low-quality records.
• ●Conduct regular CRM data audits and resolve identified issues.
• ●Monitor field completion, activity tracking, and record accuracy across teams.
• ●Ensure consistent use of Salesforce processes and best practices across Sales and Marketing users.
• ●Support improvements to data capture processes to strengthen lead and customer records.

Deliveries

• ●Monthly CRM data health report.
• ●Ongoing duplicate management and data cleansing.
• ●Recommendations to improve data quality and CRM processes.

2. Campaign Execution & Marketing Automation
Scope: Support the execution and optimisation of CRM marketing campaigns and automation workflows.

Responsibilities

• ●Build, deploy, and monitor targeted email campaigns within the CRM platform.
  ●Support lifecycle and lead-nurture automation workflows.
  ●Ensure campaigns use correct segmentation and data filters.
  ●Conduct campaign QA to ensure accuracy before deployment.
  ●Ensure all CRM campaigns comply with GDPR and data-handling requirements.

Deliveries

• ●Build and deploy CRM campaigns as scheduled by the Marketing team.
• ●Maintain and optimise automation workflows.
• ●Provide campaign performance summaries following each deployment

3. Analytics, Reporting & Insights
Scope: Provide clear reporting and analysis to support marketing performance and sales pipeline visibility.

Responsibilities

• ●Maintain CRM dashboards tracking campaign performance, lead activity, and pipeline progression.
• ●Produce regular performance reports for marketing and sales stakeholders.
• ●Analyse CRM data to identify trends, engagement patterns, and areas for improvement.
• ●Provide recommendations to improve campaign targeting and CRM performance.

Deliveries

• ●Monthly CRM performance report.
• ●Campaign performance analysis.
• ●Ongoing dashboard maintenance.

4. Cross-Team Collaboration & CRM Adoption
Scope: Support alignment between Marketing and Sales teams through effective CRM processes and communication.

Responsibilities

• ●Work with Marketing and Sales teams to ensure CRM activity supports commercial goals.
• ●Communicate CRM process updates or data requirements to internal teams.
• ●Provide guidance and training on Salesforce best practices where required.
• ●Support adoption of agreed CRM processes and workflows.

KPIs

CRM Data Quality

• ●Data completeness and field compliance
• ●Reduction in duplicate or invalid records
• ●Accuracy of segmentation and campaign lists

Campaign Execution

• ●Campaign deployment accuracy
  ●Segmentation accuracy and targeting quality
  ●Campaign reporting turnaround

Reporting & Insights

• ●Timeliness and accuracy of CRM reports and dashboards
• ●Quality of insights and recommendations

CRM Adoption & Hygiene

• ●Reduction in Salesforce hygiene issues (missing fields, inactive leads, overdue activities)
• ●Improved adherence to CRM processes across Marketing and Sales teams.

Requirements

Technical Skills & Experience

• ●Experience using Salesforce CRM (or similar CRM platforms)
• ●Strong understanding of CRM data structures, segmentation, and data governance
• ●Experience with marketing automation and email campaign tools
• ●Ability to build and manage reports and dashboards
• ●Familiarity with data cleansing, deduplication, and data quality tools
• ●Understanding of GDPR and data privacy compliance

Analytical Skills

• ●Strong data analysis and reporting capabilities
• ●Ability to interpret campaign performance and customer data
• ●Experience identifying trends and generating actionable insights
• ●High attention to detail, especially in data accuracy and QA

Why join optiBPO?

optiBPO is an exciting workplace where you will be surrounded by smart, talented, and motivated professionals who support clients across Australia, New Zealand, the United States, Canada, the United Kingdom, and Europe. optiBPO helps clients in planning, building, and managing dedicated offshoring teams in the Philippines.

Enjoy great perks and benefits, such as an in-house medical team and HMO coverage. We maintain a healthy workplace that promotes collaboration, creativity, and teamwork. We need to help you advance your career by elevating growth strategies and learning opportunities throughout your career journey with us.

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