Application Associate, CRM | Salesforce

S&P Global Philippines, Inc.

  • Makati, Philippines
    6750 Office Drive , Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Recruiter was hiring 10 minutes ago

Job Description


  • Provide Salesforce application support to the commercial organization via the CRM Help case queue which includes bulk data uploads, technical error resolutions and help with processes/training.
  • Assign incoming leads to Sales Representatives using pre-defined territory and rules.
  • Monitor ageing cases and escalate as necessary based on predefined guidelines.
  • Manage, organize, clean up (LEAN) and improve all existing reports significant to the sales organization.
  • Perform and understand data pulls and analysis from various sources. (, Product Database, etc.)
  • Answer reporting, data and workflow questions from stakeholders. Communicate the significance of reports with an understanding of what drives success at S&P Global.

Minimum Qualifications

What We’re Looking For:

  • Ability to quickly absorb new information regarding clients/projects/processes and tools.
  • Good interpersonal skills.
  • Ability to work well with all levels of management, staff, other team members
  • Advanced multi-tasking skills.
  • Ability to independently solve problems and make recommendations.
  • Excellent follow-up skills.
  • Excellent customer service skills
  • Good analytics and problem-solving skills
  • Good attention to detail.
  • Strong oral and written communication skills. Must have an ability to present or discuss an analysis with stakeholders of all levels.

Basic Qualifications:

  • Bachelor’s degree in any field.
  • Minimum of 1-2 years of in any Internal/External client support process.
  • Above-average reading, writing and interpersonal skills.
  • Critical-thinking, decision-making and troubleshooting skills are essential.
  • Must have intermediate MS Excel knowledge.
  • Must be willing to work in a quarterly rotating schedule.

Preferred Qualifications:

  • 1-2 years working in sales operations, financial analytics environment with experience in reporting with and administering (or similar CRM tool)
  • Demonstrated knowledge of what drives success within a Sales organization.
  • Preferably with experience of User support and user training experience, without assistance, that are consistently accepted across stakeholders.

Perks and Benefits

  • Paid Holidays Paid Holidays
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Paid Bereavement/Family Leave Paid Bereavement/Family Leave
  • Maternity & Paternity Leave Maternity & Paternity Leave
  • Single Parent Leave Single Parent Leave
  • Special Leave Benefits for Women Special Leave Benefits for Women
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Required Skills

  • Salesforce
  • Customer Service
  • Communication Skills
  • Microsoft / MS Excel

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Customer Service
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
6750 Office Drive , Makati, Metro Manila, Philippines
Financial Technology
3 openings

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About S&P Global Philippines, Inc.

S&P Global is a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide. The Company’s divisions include S&P Global Ratings, S&P Global Market Intelligence, S&P Dow Jones Indices and S&P Global Platts. S&P Global has approximately, 20,000 employees in 31 countries.
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