Salesforce Administrator (Revenue Operations)

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

A U.S.-based advertising technology (ad tech) company that provides brands, agencies, and publishers with tools and platforms to run omnichannel digital advertising. Their service offerings include programmatic media buying, consumer attention-based ad formats, interactive video, connected TV (CTV), display, mobile, out-of-home (OOH) / live event/digital stadium advertising, and location-based/venue analytics.

About the Role

The Revenue Operations Coordinator supports the Sales and Revenue Operations team by managing critical processes that ensure smooth business operations and accurate revenue reporting.

This role is responsible for handling ad‑hoc reporting requests including creating Salesforce reports and dashboards, recording billing adjustments, tool setup for new team members, maintaining and reconciling data, supporting monthly billing activities, order approvals.

The ideal candidate has Salesforce administration experience, Sales tools experience, strong excel skills, organized, and enjoys working across teams to drive operational efficiency and revenue accuracy.

• Basic Salesforce Administration

  • User Management, Data Management, Familiarity with Standard Objects, Basic customizations, Reporting and Dashboard creation

• Billing Adjustments

  • Process and track billing adjustments or credits accurately and promptly, ensuring compliance with internal policies and customer agreements.

• Onboarding and Tool Setup

  • Set up new users in Salesforce and other revenue-related systems; assign appropriate permissions and support smooth onboarding to enable team productivity.

• Deal Approvals

  • Review and approve sales deals to verify alignment with pricing, discounting, and contractual policies.

• On-Demand Report Requests

  • Prepare and deliver ad-hoc reports and dashboards for sales, finance, and leadership to support data-driven decision-making.

• Data Management

  • Maintain and audit customer and deal data in Salesforce and other systems to ensure accuracy and completeness.

• Monthly Billing & Reconciliation

  • Partner with finance to manage monthly invoicing processes and reconcile revenue data between systems.

• Process Improvement

  • Identify and recommend enhancements to streamline revenue operations workflows and document best practices.

Requirements

What You Bring

• Salesforce - 2 years basic admin experience

  • User Management: creating and managing users, and managing roles, profiles and permission sets

  • Data management: Importing/exporting data using Data Loader or Data Import Wizard, ensuring data cleanliness.

  • Basic Integration: Has managed Salesforce connected tools or understanding how Salesforce can connect with tools like Slack or Google.

  • Familiarity with Standard Objects: Familiarity with Leads, Accounts, Contacts, Opportunities, and Cases.

  • Customization: Creating custom fields, record types, page layouts, list views, and reports/dashboards.

  • Reporting & Dashboards: Ability to build basic reports, filters, and summary dashboards

• Ideal candidate will have completed Salesforce Certified Administrator training (Core/Entry Level)

• Customer Service - has worked in a customer service capacity and enjoys interfacing with internal customers.

• Comfortable analyzing and manipulating data in Salesforce and Excel/Google Sheets,

• Familiarity with billing processes, invoicing, and revenue recognition principles is a plus.

• High attention to detail and commitment to maintaining accurate data.

• Strong problem‑solving skills and the ability to manage multiple priorities in a fast‑paced environment.

• Effective communication skills for collaborating across sales, finance, and operations teams.

• Proficiency with Excel or Google Sheets; experience with billing software

Hiring Process

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