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Everise
Everise
HealthcareLogisticsTravel
Everise is a global customer experience solutions provider supporting customers and organizations across healthcare, financial services, technology, travel, logistics, and insurance. Its work spans healthcare support, pharmacy benefits management, workforce and quality assurance management, cybersecurity, and recruitment process outsourcing. With a people-focused approach, Everise combines technology and operational expertise to help improve customer satisfaction while advancing diversity, inclusion, and environmental responsibility across its operations.
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Sales Technology and CRM Administrator

Administer Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator for Everise. Improve sales automation, data quality, reporting, and pipeline visibility.

PHPhilippinesOn-siteFull-timeMiddleSeniorEnglish RequiredCustomer SuccessCustomer Success Manager

Description

  • Administer Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator as the primary platform owner.
  • Oversee user accounts, roles, permissions, licenses, teams, territories, and access controls.
  • Set up CRM objects, fields, layouts, record types, validation rules, lead statuses, opportunity stages, and related configurations.
  • Refine lead routing, assignment, qualification workflows, lifecycle stages, and opportunity processes.
  • Build automations for lead capture and qualification, enrichment, follow-up, opportunity handling, notifications, handoffs, pipeline management, and data syncing.
  • Track platform usage, adoption, data integrity, and performance.
  • Create dashboards and reports for executives, operations, and specific roles.
  • Keep reporting definitions and KPI calculations aligned across platforms.
  • Manage and improve ZoomInfo and LinkedIn Sales Navigator for prospecting and account-based sales.
  • Uphold CRM data quality and governance through audits and corrective actions.
  • Oversee integrations among ZoomInfo, HubSpot, Salesforce, and LinkedIn Sales Navigator.
  • Resolve system, workflow, reporting, access, and data problems.
  • Prepare user guides, process documentation, and training resources.
  • Train sales staff and encourage use of standardized processes and tools.
  • Work with Sales Leadership and Revenue Operations to improve systems and processes.
  • Maintain a system enhancement roadmap and rank changes by business impact.

Requirements

  • At least 3–6 years of experience in CRM administration, sales operations, revenue operations, sales technology, or business systems.
  • Hands-on Salesforce administration experience.
  • Experience administering or configuring HubSpot.
  • Experience using ZoomInfo and LinkedIn Sales Navigator.
  • Solid grasp of the B2B sales lifecycle.
  • Experience creating CRM workflows, automations, validation and assignment rules, and notifications.
  • Experience building reports, KPIs, and executive dashboards.
  • Understanding of CRM data structures for leads, contacts, accounts, opportunities, activities, and campaigns.
  • Strong data management and troubleshooting skills.
  • Ability to turn business needs into technical configurations.
  • Strong documentation and stakeholder communication skills.
  • Salesforce Administrator certification is preferred.
  • HubSpot certifications are preferred.
  • Revenue Operations or Sales Operations experience is preferred.
  • Experience connecting CRM and sales intelligence platforms is preferred.
  • Familiarity with API and integration concepts and tools such as Zapier, Workato, Tray.io, or similar platforms is preferred.
  • Advanced Excel and data analysis skills are preferred.
  • Experience supporting SDR/BDR, Account Executive, and Enterprise Sales teams is preferred.
  • Familiarity with sales forecasting, territory management, account segmentation, and pipeline management is preferred.

Benefits

  • Comprehensive work-from-home program.
  • Recognition among Best Places to Work and a people-first culture.
  • A workplace focused on diversity.
  • Training resources and user enablement materials.
  • Professional development opportunities through Salesforce Administrator and HubSpot certifications, which are preferred qualifications.

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