Offshore CRM Operations & Compliance Support

Discover your 100% YOU with MicroSourcing!

Position: Offshore CRM Operations & Compliance Support

Work setup: Hybrid | Shifting

Location: Ortigas, Pasig City

Why join MicroSourcing

You'll have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your role:

1. Account Verification – New Accounts (Ongoing)

Trigger

Accounts automatically created in Salesforce from:

Website and web enquiry submissions

Marketing Cloud forms (including ioGAS)

Responsibilities

Review newly created Accounts generated by automation

Verify and complete required account details where missing or inconsistent

Apply agreed naming and data standards

Identify and resolve obvious duplication issues

Escalate ambiguous cases where account ownership, structure, or legitimacy is unclear

Outcome

Clean, verified Accounts available for sales activity

Reduced downstream data correction and rework

1. Account Verification – Legacy / Incomplete Accounts (Ongoing)

Trigger

Accounts not fully resolved during the initial Salesforce org clean

Accounts flagged via:

Sales interaction

Integration exceptions

Data quality reviews

Responsibilities

Perform continual clean-up and verification of identified accounts

Resolve:

Duplicate records

Incomplete or outdated information

Misclassification (e.g. customer vs prospect)

Maintain consistency with current data governance standards

Outcome

Progressive reduction of legacy data risk

Sustained data quality over time

1. Compliance Checks – Dow Jones / RiskCenter

Trigger

Creation of new Accounts

Account updates requiring compliance validation

Responsibilities

Perform Dow Jones / RiskCenter checks on all Accounts

Record outcomes in Salesforce in line with the agreed compliance process

Ensure checks are completed before commercial progression where required

Prioritisation

ioGAS Accounts are prioritised due to:

Software licensing dependency

Global scale and regulatory exposure

Outcome

Compliance embedded as a standard operational control

Sales teams removed from compliance administration

Optional / Conditional Responsibility

1. Payment Confirmation Update – Software Purchases (Fallback Only)

This responsibility is explicitly optional and only applies if automated payment confirmation via Kafka or Snowflake/Data Cloud is not available.

Trigger

Daily Pronto report confirming cleared payments for software purchases

Scope

Applicable to software products only (e.g. ioGAS)

Offshore role receives an authoritative, system-generated Pronto report

The role acts as a system proxy, not a decision-maker

Responsibilities

Review daily Pronto payment-cleared report

Identify corresponding records in Salesforce

Update the designated Payment Cleared indicator where:

Record matching is clear

Payment status is unambiguous

Escalate where payment cannot be confidently matched to a Salesforce record

Restrictions

The role does not:

Confirm or interpret payments

Issue licences or entitlements

Communicate with customers

Change opportunity stages, pricing, or commercial terms

Outcome

Salesforce accurately reflects payment-cleared status

Sales can proceed with licence issuance without handling payment confirmation

Controlled, auditable fallback while automation is completed

Design Intent

This is an interim, time-boxed operational control

To be retired once automated payment signals are live

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

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