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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 Manager

Administer Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator for Everise in an onsite, full-time role in the Philippines. Improve sales automation, data quality, reporting, and seller productivity.

PHPhilippinesOn-siteFull-timeMiddleSeniorEnglish RequiredCustomer SuccessCustomer Success Manager
SQL

Description

  • Administer Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator as the primary platform owner
  • Manage user accounts, roles, permissions, licenses, teams, territories, and access controls
  • Configure CRM objects, fields, page layouts, record types, validation rules, lead statuses, and opportunity stages
  • Track platform usage, adoption, data integrity, and performance
  • Configure and improve lead, contact, account, and opportunity management
  • Build lead routing, assignment rules, qualification workflows, lifecycle stages, and opportunity processes
  • Automate tasks to reduce manual sales work
  • Convert Sales and Revenue Operations needs into automated workflows
  • Create and maintain executive and operational dashboards and KPI reports
  • Optimize ZoomInfo and LinkedIn Sales Navigator for prospecting and account-based selling
  • Maintain accurate, complete, and consistent CRM data
  • Audit data and establish governance standards
  • 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 materials
  • Train sales team members to use the technology stack effectively
  • Work with Sales Leadership and Revenue Operations to improve systems and processes
  • Maintain a system enhancement roadmap and prioritize 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 with sales intelligence or prospecting tools such as ZoomInfo and LinkedIn Sales Navigator
  • Understanding of the B2B sales lifecycle, from lead through MQL/SQL, opportunity, pipeline, and closed won or lost
  • Experience creating CRM workflows, automation, validation and assignment rules, and notifications
  • Experience developing reports, KPIs, and executive dashboards
  • Understanding of CRM data models 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 preferred
  • HubSpot certifications preferred
  • Revenue Operations or Sales Operations experience preferred
  • Experience integrating CRM and sales intelligence platforms preferred
  • Familiarity with APIs, integrations, and tools such as Zapier, Workato, Tray.io, or similar platforms preferred
  • Advanced Excel and data analysis skills preferred
  • Experience supporting SDR/BDR, Account Executive, and Enterprise Sales teams preferred
  • Familiarity with sales forecasting, territory management, account segmentation, and pipeline management preferred

Benefits

  • Comprehensive work-from-home program
  • People-first culture
  • Commitment to diversity and inclusion
  • Recognized workplace culture, including Best Place to Work awards

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