Sourcefit Philippines, Inc.
Responsibilities • Platform Configuration: Configure and tailor customer accounts based on documentation and direction from the Implementation Specialist. • CRM & Data Management: Maintain clean and organized customer records in Hubspot, with high standards of data hygiene and accuracy. • File Handling: Convert, interpret, and manipulate various document types (e.g., PDFs, Word, Excel, CSVs) for platform compatibility. • Internal Collaboration: Work cross-functionally with Implementation Specialists and your fellow Builders to keep onboarding efficient, precise, and customer-focused. • Adapt & Learn: Embrace changes in tools, processes, and product features with agility and a growth mindset. • Time Management: Efficient time management skills, with the ability to prioritize tasks and meet deadlines. Qualifications • 1–2 years of experience in data entry, implementation, platform setup, or a related role. • Exposure to the roofing, construction, or home services industry is a plus. • Hands-on experience using CRM tools, preferably HubSpot. • Strong written English communication skills with attention to grammar and clarity. • Proficiency in handling and converting various file types (e.g., PDF to CSV, Excel). • High attention to detail and strong organizational skills. • Ability to work independently in a remote, fast-paced environment. • Willingness to learn and adapt as processes evolve.
Sourcefit Philippines, Inc.
