CRM Pipeline Coordinator – Residential Solar

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October 31

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SolutionCX

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B2B • Enterprise • SaaS

SolutionCX is a Business Process Outsourcing (BPO) company that specializes in managing customer experience (CX) and back-office operations for businesses. With a global footprint and a team of experts, SolutionCX provides a range of services including virtual assistant support, bookkeeping, data entry, CAD design, graphic design, and web development. The company is dedicated to enhancing operational efficiency and customer satisfaction while helping businesses grow by offering innovative and cost-effective solutions.

51 - 200 employees

Founded 2019

🤝 B2B

🏢 Enterprise

☁️ SaaS

📋 Description

• Transfer, organize, and validate data between several CRMs, databases, and software programs. • Ensure accuracy, consistency, and completeness of information across platforms. • Maintain documentation and standard operating procedures for data flow processes. • Track, monitor, and manage the pipeline of residential solar designs from intake to completion. • Coordinate with design, sales, and operations teams to ensure timely progress. • Identify and resolve bottlenecks, ensuring deadlines and quality standards are met. • Audit data regularly to maintain integrity and compliance with company standards. • Generate reports on pipeline status, project progress, and workflow efficiency. • Provide insights to leadership for process improvements. • Act as a liaison between departments to ensure smooth communication and workflow. • Provide support and troubleshooting for CRM-related issues. • Suggest and implement improvements to workflows, integrations, and automation where possible.

🎯 Requirements

• Proven experience working with CRMs, databases, or related data management tools. • Minimum 1-2 years of CRM and database management experience required. • Strong attention to detail, organisational skills, and ability to handle multiple tasks simultaneously. • Experience in the solar industry (preferred but not required). • Proficiency in Microsoft Office/Google Workspace; familiarity with solar design software a plus. • Strong communication skills and ability to work collaboratively across teams. • Must be available to work night shifts.

🏖️ Benefits

• Complete Government-Mandated Benefits – SSS, PhilHealth, and Pag-IBIG • Night Differential & Holiday Pay • 13th-Month Pay Bonus • HMO - Free for Employee and 1 free dependent • Accident Insurance • Paid Leave Entitlements • Quarterly Perfect Attendance Incentives • Company-Sponsored Events – Team building, employee engagement programmes, and more • Awards & Recognition Programmes