Salesforce Revenue Operations Specialist

About us

We are an award-winning specialist consultant that provides investment implementation advice to institutional investors around the globe. Founded in 1999, the London-headquartered firm has conducted engagements for more than 500 clients in over 45 countries and has 11 offices globally.

Services include manager search and selection, strategic asset allocation, portfolio design, fee analysis, performance monitoring, risk analytics and other portfolio solutions. With customised processes tailored to each individual client, the firm seeks to empower investors with the resources and information to take key decisions. The team is drawn from portfolio management, research, consultancy and academia, combining deep sector-specific expertise with global perspective.

About the Role:

We are seeking a skilled Salesforce Revenue Operations Specialist to manage, optimize, and enhance our Salesforce instance, with a strong focus on revenue reporting, system configuration, and maintenance. The ideal candidate will combine deep Salesforce expertise with strong problem-solving skills and a mindset for process improvement. Experience in Revenue Operations (RevOps) is a plus.

Key Responsibilities:

Problem Solving & Coding

• Manage complex aspects of Salesforce related to revenue reporting, forecasting, and integration with NetSuite

• Develop dashboards and reports to provide clear visibility into revenue metrics

• Troubleshoot and creatively solve technical challenges in Salesforce

Configuration

• Optimize Salesforce configuration to leverage default functionality before implementing customizations

• Build out underutilized parts of the system (e.g., territories, account plans, opportunity teams)

• Implement and maintain standard integrations, including DocuSign and Outreach

• Ensure alignment between Salesforce processes and business requirements

Maintenance & Administration

• Maintain and update Salesforce customizations as systems and dashboards evolve

• Own the end-to-end configuration of custom workflows, automation, and user interfaces

• Manage larger administrative tasks such as territories, targets, and overall data coherence

• Ensure dashboards, reports, and system functionality are accurate, up-to-date, and actionable

Qualifications & Skills:

• Proven experience as a Salesforce Administrator or Salesforce Developer

• Strong understanding of Salesforce capabilities and best practices

• Experience with Salesforce reporting, dashboards, automation, and integrations

• Knowledge of Revenue Operations (RevOps) processes is a plus

• Strong problem-solving, analytical, and organizational skills

• Ability to manage multiple priorities and communicate effectively with cross-functional teams

ShoreXtra Perks

• Day 1 HMO Coverage

• Dayshift schedule

• Fixed Weekends off

• Engaging monthly activities

• Free and unlimited barista-style coffee

• Employee referral incentives (Bronze)

One-Up Benefits:

• International relocation opportunities to the London HQ

• Support for additional education and upskilling courses as approved

• Cross-team collaboration and support initiatives across the firm (i.e., team buildings and annual company retreat)

• Social and volunteering activities, providing 2 days per year to support a charitable or voluntary activity.

Work Set Up:

• Work Schedule: Monday to Friday, 12:00 pm - 8:00 pm, PH Time

• Manila-based role, starting fully remote with occasional meetups

Working with Us

We place great importance on diversity and inclusion. We want our workforce to reflect the diverse clients we serve, and we want to hire talented employees who come to work feeling valued and appreciated for who they are, and free to contribute different ideas. We are committed to providing equal opportunities in employment and to creating a working environment where everyone can thrive and feel a true sense of belonging. As signatories to the PRI, we are continuing to develop our expertise in the field of responsible investment and ESG advisory.

Your data

We fully support the European framework for data protection under the General Data Protection Regulation (GDPR). Our commitment to protect your rights and interests is outlined in our Privacy Policy statement, which provides clarity of what data we will collect, how we use it, why we need it and who has access to it.