- Location
- Philippines · published
- Workplace
- Remote
- Type
- Full-time
- Department
- Sales
- Source
- Workable
Description
Type: Full-time, Remote
Salary: $1500 to $2200
Core Responsibilities
Account Integration (primary focus)
• Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records.
• Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station.
• Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country.
• Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively.
Recurring-Revenue (RMR) Reporting
• Pull Salesforce data each month to calculate total RMR and new RMR.
• Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers.
• Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time.
Subscription & Billing Setup
• Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly).
• Process account updates: billing changes, address changes, added scopes of service, and other modifications.
• Serve as a point person for RMR changes in Salesforce, with leadership review before implementation.
Platform & Central-Station Support (transitional)
Note: the company is gradually moving this responsibility out of the role, but familiarity is valuable during onboarding.
• Understand how the monitoring platform fits together: trouble signals, M2M cellular radios that connect alarm panels to the central station, and emergency dispatch verification.
• Help confirm that customers’ alarm systems are communicating and monitored correctly.
Documentation & Data Projects
• Document standard operating procedures (SOPs) alongside the Customer Success Director.
• Support and, where needed, help coordinate shared data projects with the I-Team.