BPO - Sales Systems Support Specialist (Hybrid Setup)

The Sales Systems Specialist – Salesforce & Revenue Technology serves as the first line of technical support for the organization's Sales and Revenue technology ecosystem. This role is responsible for troubleshooting, investigating, and resolving system-related issues that impact the Sales team and their day-to-day use of Salesforce and other Sales and Revenue applications. 

The ideal candidate has strong hands-on experience with Salesforce from a backend user, advanced support, or administrator perspective and is comfortable troubleshooting workflows, validations, fields, objects, reports, permissions, and other system-related issues. 

This role will review and manage incoming Sales Systems support requests, investigate the root cause of technical issues, provision user access and licenses, support system testing and enhancements, and help ensure that Sales technology platforms function effectively. 

Experience with CPQ (Configure, Price, Quote) platforms is highly preferred, with DealHub experience considered a strong plus. Experience supporting multiple Sales, Revenue, or GTM technology platforms is also desirable. 

The successful candidate should be technically curious, highly analytical, detail-oriented, and capable of independently investigating system issues rather than simply escalating them. 

Job Responsibilities

Salesforce & Sales Systems Technical Support 

• Serve as the first line of technical support for Salesforce and other Sales and Revenue technology platforms. 

• Review, triage, investigate, and resolve inbound Sales Systems support tickets and requests. 

• Troubleshoot Salesforce issues involving objects, fields, workflows, validations, reports, permissions, user access, and system processes. 

• Investigate issues where system functionality or workflow is not operating as expected and identify the underlying cause. 

• Troubleshoot issues affecting Sales users, including problems with opportunity progression, field population, workflow automation, reporting, and system access. 

• Investigate issues where Sales users are unable to complete a process or advance an opportunity due to system configuration, validation, workflow, or other technical issues. 

• Resolve routine and moderately complex technical issues independently and escalate issues requiring advanced Salesforce administration, development, or vendor support. 

• Document issues, troubleshooting steps, root causes, and resolutions to support knowledge sharing and continuous improvement. 

• Monitor recurring issues and identify opportunities to improve system reliability and user experience. 

Salesforce Data, Reporting & System Audits 

• Conduct routine audits of Salesforce data, objects, fields, reports, and system configurations as assigned. 

• Investigate discrepancies between Salesforce reports, dashboards, and system outputs. 

• Identify issues affecting data flow, reporting accuracy, pipeline visibility, and system functionality. 

• Make appropriate system or data corrections within assigned permissions and established procedures. 

• Retrieve, validate, and provide Salesforce information requested by Sales Operations leadership. 

• Maintain a strong understanding of Salesforce data structures and relationships sufficient to investigate system and reporting issues. 

• Support Sales Operations leadership by identifying system-related issues that may affect business reporting or operational processes. 

User Access, Provisioning & Licensing 

• Provision, modify, and deactivate user accounts across Salesforce and other supported Sales applications. 

• Manage user permissions, roles, licenses, and access based on approved business requirements. 

• Support system access for new hires, transfers, role changes, and other employee lifecycle activities. 

• Troubleshoot user access and permission-related issues. 

• Track license utilization and assist with license allocation and access management. 

• Coordinate vendor or system requests related to user access, licenses, and application administration as needed. 

System Enhancements, Testing & Change Support 

• Assist with testing and validation of Salesforce and other Sales technology enhancements prior to deployment. 

• Participate in user acceptance testing (UAT) and document testing results, defects, and issues. 

• Troubleshoot issues identified during testing and assist in validating fixes. 

• Support documentation of system configurations, enhancements, processes, and troubleshooting procedures. 

• Assist with the rollout of system changes and operational updates. 

• Coordinate and distribute communications related to system or process changes when required. 

Sales Technology & CPQ Support 

• Provide support across the organization's Sales and Revenue technology ecosystem, including Salesforce, Gong, DealHub, GeoPoint, SalesLoft, ZoomInfo, Mindtickle, Chili Piper, DocuSign, and other related platforms. 

• Support processes and workflows that involve Salesforce and connected Sales/Revenue applications. 

• Assist with troubleshooting issues related to integrations or data flow between Salesforce and other Sales technology platforms, within the scope of the role. 

• Support CPQ-related processes and system issues as assigned. 

• Apply general knowledge of CPQ concepts, quoting workflows, product/pricing configuration, and approval processes. 

• Experience with DealHub is preferred; experience with other CPQ platforms will be considered. 

Sales Operations Support 

• Support the Sales Operations team with technology-related operational processes and recurring activities. 

• Maintain operational dashboards and reports within established requirements. 

• Support Sales Operations leadership by retrieving information and troubleshooting reporting or system issues. 

• Support clean and effective operational processes between Sales and other internal teams. 

• Assist with Sales Operations programs, events, and recurring operational cadences, including Sales Kickoff (SKO). 

• Partner with Sales, Sales Operations, Business Systems, IT, and other cross-functional stakeholders to resolve system issues and improve operational efficiency. 

• Perform other duties and responsibilities as assigned. 

What You Must Possess

• Bachelor’s degree in Business, Information Technology, Computer Science, or a related field preferred.

• 2+ years of relevant experience in Sales Operations, Revenue Operations, Business Systems, CRM Support, Salesforce Administration, or a related technical role.

• Strong hands-on Salesforce experience, preferably from a backend user, advanced support, or administrator perspective.

• Demonstrated experience troubleshooting Salesforce fields, objects, workflows, validation rules, reports, permissions, user access, and system processes.

• Ability to investigate system issues, identify root causes, and implement or recommend appropriate solutions.

• Experience supporting Salesforce users and troubleshooting issues affecting Sales processes and workflows.

• Experience handling application support requests, including ticket intake, triage, troubleshooting, resolution, and escalation.

• Strong understanding of Salesforce reporting and the ability to investigate discrepancies in reports and system outputs.

• Experience provisioning users and managing permissions, licenses, and system access.

• Strong technical troubleshooting, analytical, and problem-solving skills.

• Strong attention to detail and the ability to investigate issues systematically.

• Excellent written and verbal communication skills.

• Ability to manage multiple support requests and prioritize work based on business impact.

• Ability to work independently while effectively collaborating with cross-functional teams.

Preferred Qualifications

• Hands-on experience with CPQ (Configure, Price, Quote) platforms.

• DealHub experience is highly preferred but not required.

• Experience with other CPQ platforms such as Salesforce CPQ, Conga CPQ, Oracle CPQ, SAP CPQ, or similar solutions.

• Experience supporting multiple Sales, Revenue, or GTM technology platforms.

• Salesforce Administration experience or Salesforce Administrator certification.

• Experience with UAT, system testing, and supporting system enhancements.

• Experience troubleshooting integrations or data flows between Salesforce and other business applications.

• Experience with SaaS application administration, user provisioning, and license management.

• Experience with Sales and Revenue platforms such as Gong, SalesLoft, ZoomInfo, Mindtickle, Chili Piper, DocuSign, GeoPoint, Magentrix, Traction Complete, or Trellus.

What You Shall Receive

• HMO coverage upon regularization, with one free dependent after one year of continuous service and another free dependent after two years of continuous service 

• VL/SL credits upon regularization

• Friendly and supportive work culture

• 13th-month pay and other Philippine-government-mandated benefits

• Non-taxable allowances

• Pay increases, performance bonuses, growth opportunities, birthday gifts, and many more

What You Should Consider

• Probationary, full-time position

• Hybrid work setup

Why Join Our Company

You look for a company whose senior management listens to what you are and aren’t saying and whose managers and team leads you can genuinely connect with. According to Glassdoor, 99% of the current and previous employees recommend Unity Communications to their friends, and 100% approve of its executive management. Our company is a Certified Great Place To Work that values inclusion and diversity and spreads kindness and positivity.