Job Description

About Us:

Outsourced is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and cost effectively with dedicated remote staff based in our modern offices in Manila.

The Opportunity

We are seeking a detail-oriented Salesforce Assistant to support CRM operations, data quality, and system integrations across Salesforce-based platforms (including Lumary and similar systems).

This role focuses on maintaining accurate client data, supporting billing and enrolments, troubleshooting integrations, and assisting users with day-to-day CRM tasks.

Key Responsibilities

CRM Data Management & Quality Assurance

Maintain and validate client records (e.g., contact details, addresses, key identifiers)
Process new client setups, including funding or service configurations
Identify and correct data errors, duplicates, and missing information
Run regular data quality checks and reports
Prepare data exports for reporting and finance integration

Enrolment & Billing Support

Process new enrolments and verify customer information
Set up and maintain billing schedules and payment details
Generate invoices and ensure accurate billing cycles
Monitor and resolve billing issues (e.g., failed payments, missing data)
Prepare reports highlighting account issues for review

Salesforce Administration & Maintenance

Manage custom fields, validation rules, workflows, and page layouts
Create and maintain reports and dashboards
Support system integrations with finance and external platforms
Assist with system updates, testing, and rollouts
Manage user access, permissions, and account setup

Process Improvement & Automation

Identify opportunities to automate manual processes
Build workflows using Salesforce tools or automation platforms
Document standard operating procedures (SOPs)
Support system improvement initiatives and data migration projects

User Support & Training

Provide first-level support for CRM users
Troubleshoot system and data issues
Create user guides and training materials
Conduct onboarding and training sessions
Escalate complex issues to relevant teams

Required Skills & Experience

Salesforce Administrator Certification (ADM 201)
3–5 years of Salesforce administration or related experience
Experience with Salesforce-based CRM systems (e.g., Lumary or similar)
Knowledge of integrations (APIs, middleware, or automation tools)
Strong reporting and dashboard creation skills
Advanced Excel/data handling skills
Excellent communication and documentation abilities

Preferred Experience

Background in healthcare, aged care, childcare, or non-profit sectors
Familiarity with funding or subsidy-based systems
Experience supporting offshore or remote teams

Key Attributes

Strong attention to detail and data accuracy
Proactive problem-solving mindset
Ability to work independently across time zones
Clear communicator with non-technical stakeholders
Adaptable in fast-changing environments

Work Schedule: 7AM - 4PM PHT

Work Setup: Remote

Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.

In compliance to data privacy law, make sure that the following is included at all times:

By clicking on the I'm Interested button I hereby allow Outsourced Quality Assured Services, Inc. (Outsourced) to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.

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