Salesforce Assistant

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 SupportProcess 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.