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Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!
Salesforce Specialist - Part Time
Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.
And we're looking for a
Salesforce Specialist - Part Time to start immediately
Salesforce Specialist - Part Time
Industry:Insurance for Tech Startups
Client location: Santa Rosa, California USA
Assistant's Schedule: 9am- 1pm Eastern Time
Business Overview:
Insurance providers specialized in serving tech startups with tailored insurance policies, ensuring that these companies have the correct coverage to protect their businesses.
Key Tasks:
- Upload and manage data in Salesforce (accounts, opportunities, renewals, sales motions, producers)
- Review and correct Salesforce records to ensure data accuracy and consistency
- Create and manage renewal opportunities; move policies to correct opportunities when needed
- Investigate and resolve Salesforce issues submitted via Jira (e.g., opportunity status issues, commission questions, account merges)
- Support GTM data governance initiatives (tagging, fixing misaligned fields, validating workflows)
- Build and maintain Excel/CSV files for uploads, audits, and account-level reporting
- Partner with internal stakeholders (Sales, RevOps, Marketing) to clarify data issues and next steps
- Flag recurring issues
Tools / Platforms:
- Salesforce (to upload docs received for our records.)
- Hubspot
- Jira (Client will provide training on this tool)
Notes:
Experience supporting Sales Ops or RevOps teams
Familiarity with Jira or ticket-based support workflows
Experience with commissions, renewals,
Assistant's English Comms:
Reading/Comprehension: High Quality (Quick Justification: VA will need to comprehend complex insurance-related queries)
Written:High Quality (Quick Justification: VA will need to communicate clearly and professionally in written form)
Speak: Neutral Accent Preferred
Technical Requirements:
- USB Headset with Noise Cancellation feature
- Working Webcam
- Computer with at least 1.8 GHz processor and at least 4GB RAM
- Main Internet Service Speed: at least 25 Mbps cable connection
- Backup Internet Service Speed: at least 10 Mbps
Benefits:
- Health Insurance (HMO)
- Performance Incentives
- Job Security and Stability
- Paid Training
- Inclusive Culture
- Upskilling Opportunities
- 100% Work-From-Home
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Fun Work Environment
- Holiday & Overtime Pay
Salary Range: PHP30,000 - PHP44,000
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
