ABOUT SOURCEPASS

At Sourcepass, we’re redefining what it means to be an IT partner. We deliver more than support to our clients; we deliver transformation. By combining excellent service, strategic guidance, and proprietary innovation, our award-winning team helps to simplify technology and amplify results for our clients. Empowered by Quest®, our intelligent IT management platform, we ensure our clients have complete visibility, proactive security, and smarter decision-making to maximize their IT function. Sourcepass is honored to have been recognized by various industry leaders, including Channel Futures, Inc., The Channel Co., Channel Insider, Acronis, and more.  We have been named to the CRN Tech Elite 250 and CRN MSP 500 in 2026 and were named the Acronis Service Provider of the Year, Pax8 Global Partner of the Year, and were among the Forbes Best Startup Employers in 2025 & 2026, among other recent awards. With local roots and national reach, Sourcepass empowers businesses across industries to focus on what matters most: their people, their mission, and their growth. If this matters to you as well, let’s work together on empowering our client's teams, protecting their data, and enabling their growth.

Join us and be part of our journey toward even greater accomplishments.

POSITION SUMMARY

A fast-paced customer service role that requires solid communications skills, and the ability to ask the right questions that uncover information necessary to assist in resolving client issues. The ideal candidate is detail oriented, consistent, and patient. This role requires someone who is comfortable with technology and has a willingness to learn about technology terms and acronyms. This position reports to the Customer Service Team Lead. 

RESPONSIBILITIES

• Phones – You will be asked to answer incoming phone calls, enter tickets in the Sourcepass standard format and document everything in our ticketing database
• Emails - You will be asked to enter tickets into our database that arrive via our customer email portal
• Data Entry – You will be asked to process data entry tasks as needed
• Outbound Calling – You will be asked to call clients to inform them of scheduling and/or changes
• You will be asked to assist management team in special projects as deemed necessary

DESIRED SKILLSET/EXPERIENCE  

• Reliable – Shows up for work on time – ready to work
• Minimum 2-3 years of experience providing Customer Service in an office setting
• Ability to effectively communicate by phone
• Ability to speak and write in English, clearly and professionally
• Proficiency with computer (Windows Operating system)   
• Strong typing skills required
• Pays attention to detail 

Salesforce Administrator (CRM & CPQ)

Join us in bringing joy to customer experience. Five9 is a leading provider of customer experience software, bringing the power of AI and cloud innovation to customers worldwide.

Living our values every day results in our team first culture and enables us to innovate, grow, and thrive while enjoying the journey together.

We are seeking a skilled and experienced Salesforce Administrator to join our GTM Delivery team. This role focuses on Salesforce CRM administration and operational support of Salesforce CPQ, helping maintain and enhance the platform that supports Five9’s global go to market operations.

Salesforce serves as the system of record for customer, opportunity, and quoting processes and integrates with adjacent enterprise systems including billing, contract lifecycle management, and analytics platforms. The Salesforce Administrator will work as part of a broader delivery team to ensure platform stability, support business workflows, resolve operational issues, and contribute to ongoing platform improvements for teams across Sales, Customer Success and Revenue Operations.

The ideal candidate will have a minimum of 5 years of relevant experience, a strong Salesforce systems background, and the ability to work cross functionally with go to market teams.

The position is based in Mandaluyong Metro Manila

Key Responsibilities

• Administer and maintain the Salesforce CRM platform, including user setup, roles, profiles, permission sets, and security controls.
• Configure and maintain Salesforce objects, fields, page layouts, validation rules, flows, and other platform automation.
• Support GTM teams by troubleshooting CRM issues and resolving operational requests.
• Develop and maintain Salesforce reports and dashboards that provide operational insights to business leaders.
• Assist with configuration and maintenance of Salesforce CPQ, including product catalogs, bundles and product & pricing rules.
• Troubleshoot quoting, pricing, and configuration issues within Salesforce CPQ.
• Partner with Sales Operations and Revenue Operations teams to improve CRM workflows and optimize business processes.
• Maintain data integrity and governance across Salesforce CRM and CPQ environments.
• Support Salesforce platform releases, testing activities, and configuration deployments.
• Document Salesforce configurations, processes, and best practices to support long term platform governance.
• Collaborate with developers and architects on Salesforce enhancements and integrations with adjacent systems such as billing, contract management, and analytics platforms.

Key Requirements:

• Minimum 5 years of hands-on experience with Salesforce, including at least 3 years with Salesforce CPQ.
• Salesforce Administrator and Salesforce CPQ certifications are required.
• Experience with DocuSign CLM; DocuSign CLM certification is preferred but not required.
• Strong understanding of Salesforce platform configuration including objects, security model, flows, and automation.
• Experience supporting Sales or Revenue Operations teams and CRM business processes.
• Practical experience working with Salesforce CPQ including product configuration, pricing rules, and quoting workflows.
• Strong analytical, troubleshooting, and problem solving skills.
• Excellent communication skills and the ability to collaborate with cross functional stakeholders.
• Ability to manage multiple priorities in a fast paced environment.

Why You’ll Love This Role:

• You will play a key role in supporting the systems that power our global go to market organization.
• This role provides the opportunity to work at the center of our revenue technology stack, including Salesforce CRM and Salesforce CPQ.
• You will collaborate with cross functional teams across Sales, Revenue Operations, Finance, and IT while helping improve the systems and processes that enable the company to scale.
• If you enjoy solving complex operational problems and building scalable CRM solutions, this role offers strong impact and growth opportunities.

Company Benefits

• Company stocks
• Annual merit increase based on performance
• 15% night shift differential pay
• Paid Leave with Cash Conversion
• HMO with free dependents
• Retirement Plan
• Life Insurance
• While on work from home setup: Internet and meal allowance are provided
• Employee Assistance Program for mental and social well-being
• Government-mandated Benefits (SSS, PhilHealth, PagIBIG, 13^th month pay, Solo parent leave, Special leave for women)

About the Role

We are seeking a detail-oriented Operations Support Associate to join our team for a 6-month contract. This role is ideal for someone early in their career who is interested in building experience in fund administration operations and process execution.

In this role, you will support day-to-day operational tasks across a portfolio of investment funds, execute standardized workflows within our queue management system, and help maintain accurate operational data. You will work closely with operations professionals across multiple departments to ensure processes are completed accurately and on time.

The Operations Support Associate will report to an Operations Manager and support workflows on Fund Services. This role is well-suited for candidates who are highly organized, eager to learn, and comfortable working in a structured, deadline-driven environment.

You will:

• Execute daily operational tasks within Flowdash workflow queues according to established procedures
• Process routine administrative tasks including data entry, document organization, and status updates
• Monitor and respond to operational requests and inquiries following standard operating procedures
• Support wire processing workflows by preparing documentation and tracking approvals
• Assist with organizing and filing fund documents, investor records, and operational correspondence
• Maintain accurate data across multiple systems and flag discrepancies to senior team members
• Help prepare standard operational documentation using templates and established formats
• Coordinate with internal teams to gather required information and documentation
• Track task completion against service-level agreements (SLAs) and escalate issues when needed
• Follow detailed process documentation and checklists to ensure accuracy and consistency
• Participate in process improvement initiatives by identifying inefficiencies and suggesting solutions

You have:

• 1–3 years of experience in operations support, administrative roles, back-office operations, or customer service
• Strong attention to detail and ability to follow step-by-step procedures accurately
• Excellent organizational skills and ability to manage multiple tasks simultaneously
• Strong written and verbal communication skills in English
• Comfortable learning and working with new software tools and systems
• Reliable internet connection and ability to work remotely during US business hours overlap
• Proficiency with Google Workspace or Microsoft Office (Excel, Docs, Sheets)
• Experience with financial reconciliations (a plus, not required)
• Experience with CRM systems, workflow tools, or data entry platforms (a plus, not required)
• Background in finance, banking, BPO, or financial operations (a plus, not required)

Work Arrangement:

This is a fully remote position based in the Philippines for a 6-month contract. Some overlap with US business hours may be required for team collaboration and urgent requests.

What We Offer:

• Competitive compensation for the Philippines market
• Fully remote work arrangement.
  • Working hours: 6 am - 3 pm Philippines time (can be flexible)
• Opportunity to learn about US investment fund operations
• Supportive team environment with clear processes and training
• Growth opportunities as the operations team scales

Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Location

This is a hybrid role. Our office is located at Arthaland Century Pacific Tower, 5th Avenue, BGC. This role requires going to our office at least one day a week.

Role Hours

The expected working hours for this position are from 12:00 AM to 9:00 AM, based on the Philippine Time Zone (PHT).

About Point

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.

✨ Hybrid Collaboration, Connected Culture: Based in the Philippines, this hybrid role offers flexibility while fostering strong connection through in-person moments, cross-functional teamwork, and a people-first culture that prioritizes collaboration, belonging, and shared success. 

About the role

The Salesforce Business Systems Analyst will assist in managing the technologies and processes that make our account management and support teams more effective. Your work will be varied and challenging, including: process and business analysis, CRM management, marketing automation, sales enablement, quantitative analysis, technology evaluation, and team education. You will work closely with leaders from the marketing and production teams to help manage parts of our technology stack, including, but not limited to, Salesforce, telephony tools, and marketing automation tools.

Your responsibilities

• Assist in managing parts of the marketing and production team’s technology stack, including, but not limited to, Salesforce, telephony tools, and marketing automation tools.
• Partner with the engineering team to configure integrations between Points' proprietary systems and the Salesforce ecosystem, ensuring stability of the systems.
• Review and analyze current ops processes, and find opportunities for improvement.
• Develop advanced Salesforce functionality leveraging Apex coding, Flows, LWC, etc. 
• Push the envelope with AI integrations leveraging Salesforce Einstein, Data Cloud, RAG models, and external AI services.
• Work closely with business analyst leads and ops leadership to identify pain points and opportunities that can be addressed with new tools and enhancements.
• Support the business analyst leads in identifying and evaluating technologies that might improve the ops team's efficiency, resolve pain points, and improve effectiveness.
• Conduct regular training for the team on new solutions, technical updates, and process changes.
• Build and automate reporting for account management and ops leadership
• Partner with the training team to implement and expand our learning management system.

About you

• 3–5+ years of Salesforce development experience, including Apex, Lightning Web Components (LWC), and Flow.
• Strong hands-on experience with Apex, Triggers, and Flows, with the ability to design scalable solutions.
• Proficiency in web technologies such as HTML, JavaScript, Ajax, and XML.
• Experience working across Salesforce platforms, including Sales Cloud and Service Cloud (experience with Data Cloud, Einstein Analytics/Conversation Insights, and AgentForce is a plus).
• Proven experience integrating Salesforce with external systems using AWS, REST/SOAP APIs, Platform Events, or Change Data Capture.
• Salesforce Certified Administrator credential or equivalent practical experience.
• Familiarity with marketing automation tools, particularly Salesforce Marketing Cloud, preferred.
• Experience with telephony systems, including IVR setup and CRM integrations, preferred. 
• Strong problem-solving skills with a structured and analytical approach.
• Effective communicator with strong verbal and written skills.
• Collaborative and team-oriented, with a process-driven mindset.

Our benefits

• Competitive Pay: Market-leading salary with regular reviews and comprehensive health insurance for you and your dependents.
• Career Advancement: Structured development programs, certifications, promotion tracks, and access to an educational reimbursement program to support your career growth.
• Work-Life Balance: 18 holidays, and hybrid work options in a supportive environment.
• Support for Your Work: Get set up for success with company provided Mac equipment and monitor, and a one-time home office reimbursement to create a productive workspace.

Philippines Data Privacy Statement

Harbor is seeking a Salesforce Developer to also be an Administrator to manage and enhance our Salesforce platform as a central CRM supporting sales, service delivery, and financial processes. This role is responsible for system governance, data integrity, automation, and supporting integrations with other enterprise systems to ensure accurate reporting, reliable forecasting, clean operational data, and scalable operations.

The role will act as a systems steward for the Salesforce ecosystem (Sales, Service, and Experience Clouds), overseeing platform health, user experience, automation standards, and roadmap execution. This position partners closely with Tech Enablement, Commercial Operations, Finance, Delivery Operations, GTM, Marketing, and external Salesforce development partners to manage enhancements, system stability, and ongoing platform improvements.

Key Responsibilities:

Salesforce Platform Ownership

• Serve as the internal Salesforce Product Owner, overseeing development, and doing some new feature development, changes, and administration, as needed.
• Manage system configuration, field structures, object relationships, and platform health.
• Own the Salesforce data model and enforce data governance standards.
• Maintain sandbox environments and coordinate deployments between sandbox and production.
• Reduce technical debt, manage automation governance, and enforce Security and profile/role-based permissions.
• Maintain documentation, release notes, and system communication for stakeholders.
• Manage new Salesforce requests from stakeholders, clarify requirements, assist with documentation, and either oversee or perform development as needed.

User Support & Administration

• Serve as the primary contact for Salesforce requests from internal teams.
• Manage bulk data uploads, troubleshooting, and error resolution.
• Maintain user roles, permissions, profiles, and license management.
• Support onboarding and offboarding of Salesforce users.
• Monitor system usage and recommend workflow improvements.

Automation & System Enhancements

• Gather and manage system requirements and coordinate implementation with internal teams and Salesforce development partners.
• Coordinate cross-system workflows between Salesforce, Cloud Coach, NetSuite, Enterprise Lakehouse, and Enterprise Service Bus
• Design and maintain automation using flows and guided processes to improve user experience and data capture.
• Support release management, testing, and deployment.
• Consolidate legacy automation and improve system reliability.

Data Governance & Reporting

• Define and maintain GTM data contracts, including taxonomy, KPI definitions, and field ownership.
• Maintain Salesforce field dictionaries and reporting documentation.
• Follow and enforce change control processes for system updates and reporting changes.
• Ensure data alignment between Salesforce, Power BI, and downstream systems.
• Support accurate pipeline, forecasting, and account reporting.

Data Quality & Integration Oversight

• Lead data quality initiatives and ongoing data maintenance.
• Perform data audits and coordinate cleanup activities.
• Define system-of-record boundaries across Enterprise Service Bus, Salesforce, Power BI, and NetSuite.
• Ensure integration data aligns with governance standards.

Qualifications:

Required

• 3–5 years of Salesforce Administrator or Salesforce platform experience.
• Experience in Declarative Development (Click-based / No-code or Low-code) along with Programmatic Development using Apex (Code-based) and Lightning Web Components
• Experience building and maintaining Salesforce Flows.
• Experience implementing Salesforce integrations with other systems through Rest APIs and OAuth authentication.
• Strong understanding of Salesforce data structures, automation, and reporting.
• Experience managing sandbox environments and release processes.
• Demonstrated experience improving data quality and governance.
• Ability to translate operational needs into system requirements.
• Strong analytical, organizational, and communication skills.

Preferred

• Salesforce Administrator Certification.
• Experience with forecasting and pipeline analytics.
• Familiarity with Power BI or similar BI tools.
• Experience integrating Salesforce with ERP systems (e.g., NetSuite).
• Exposure to Revenue Operations or GTM systems design

The Role

At HelloConnect, you will be part of a dynamic team in Inoza tower, BGC that embraces innovation and leverages advanced technology to create exceptional experiences. Our culture is built on collaboration, continuous learning, and a commitment to excellence. You’ll have the opportunity to work on impactful projects, develop your skills, and grow within a supportive environment that values diverse perspectives and experiences.

In this role, you will take on a key responsibility in maintaining data integrity across HR systems and managing workforce schedules, contributing to our ongoing efforts to drive business success and enhance customer satisfaction.

We’re looking for passionate individuals who can bring their unique skills and ideas to the table. Even if you don't meet every requirement but believe you’d excel in this role, we’d love to hear from you!

What you’ll do

• Provide generalist support to the facility in all areas of Human Resources
• Provide payroll support and data entry responsibilities for timekeeping accuracy and reporting
• Utilize and reference local HR tools, systems, and data sources to perform roster audit exercises
• Update and audit shift codes & schedules in ADP to ensure roster accuracy
• Manage & audit employees profiles in Workday to make sure they are properly reflecting their shifts, managers, and employment status
• Maintain employee records for HelloFresh and Temporary employees to ensure accuracy
• Manage associate callout system including verification of time off hours, use data exports to support operations shift planning, and use system functionality to send out
  critical site communications to applicable employees
• Assist with new hire orientations as needed
• Meet SLA requirements for resolving associate and manager inquiries presented through Workday Help
• Participate and execute on special projects as assigned
• Perform other related tasks that may be required from time to time.

What you’ll bring

• Experience & Education: A Bachelor’s degree in HR (or related field) combined with at least 3 years of comprehensive experience as an HR Generalist or in a similar operational capacity.
• HRIS Expertise: You possess required working knowledge of Workday, along with proven skills in managing ERP and payroll systems.
• Operational Proficiency: You have a solid grasp of payroll, timekeeping processes, and the full employee lifecycle, ensuring accuracy across databases.
• Digital Fluency: You are proficient in Microsoft Office (Excel, Word, PPT) and/or Google Suite (Docs, Sheets, Slides) and can translate statistical data into actionable insights.
• Global Mindset: You have experience working in a multi-cultural and shared services environment, demonstrating the ability to collaborate effectively across diverse teams.
• Integrity & Discretion: You handle conflict and confidential information with the highest degree of integrity and professionalism.
• Drive & Structure: You are a self-starter who works well independently or in a team, maintaining a structured approach to meet deadlines and contribute to company growth.

What we offer

• Competitive Compensation: Beyond the standard package, we offer perks like Long Service Benefits (anniversary bonus) to recognize and celebrate your dedication
• Wellness & Perks: We prioritize your well-being by offering mental health support, HMO medical coverage, generous leave benefits plus life insurance for both you and your family's peace of mind
• Growth Opportunities: Invest in your personal development with an annual learning & development budget, plus access to the 360 Learning platform
• Dynamic Environment: Join a rapidly growing global Business Process Outsourcing company, where you'll collaborate with a diverse community spanning across multiple continents and cultures
• Work-Life Balance: Enjoy a healthy balance between your professional and personal life, with a supportive environment that prioritizes your well-being and personal time

Are you up for the challenge?

The first step to your new role starts here. Send in your application, along with your salary expectations and preferred start date. Our dedicated team will thoroughly review your details. We are excited to connect with you soon! 

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