This role is pivotal in ensuring our various software tools are fully utilized to support our business operations. The ideal candidate will be well-versed in managing, optimizing, and troubleshooting a variety of SaaS products, including Jira, ActiveCampaign, Zoho, Microsoft 365, WordPress, Elementor, and Zapier.Main Responsibilities:Monitor and analyze the usage of these tools, identify areas for improvement to optimize workflows, and increase efficiency.Provide technical support and training for team members on how to best use these software platforms.Ensure data is organized, accessible, and secure across all platforms. Assist in data migration, integration, and reporting tasks.Act as the go-to problem solver for any technical issues related to our SaaS tools, working with vendor support as needed. Identify opportunities to automate processes within and between these platforms to streamline business operations. Maintain up-to-date documentation for system configurations, processes, and user guides. Oversee and optimize CRM systems, ensuring they meet the needs of the organization and support sales and marketing efforts.RequirementsA graduate with a bachelor's degree in any field.At least 2 years of experience in a similar role.Proven experience managing and optimizing SaaS platforms (e.g., Jira, Active Campaign, Zoho, Microsoft 365, WordPress, Elementor, Zapier).Strong technical aptitude and the ability to quickly learn and adapt to new software tools.Excellent problem-solving skills and attention to detail.Experience in data management, integration, and process automation.Strong communication skills for training and supporting team members.Benefits500K per incident HMO coverage + Dental & Optical benefits 2-week paid Christmas vacationElectricity & Data subsidies25K Educational Assistance Training and equipment will be providedFixed Schedule of Mon-Fri from 7 AM to 4 PM
This role is pivotal in ensuring our various software tools are fully utilized to support our business operations. The ideal candidate will be well-versed in managing, optimizing, and troubleshooting a variety of SaaS products, including Jira, ActiveCampaign, Zoho, Microsoft 365, WordPress, Elementor, and Zapier.
Main Responsibilities:
- Monitor and analyze the usage of these tools, identify areas for improvement to optimize workflows, and increase efficiency.
- Provide technical support and training for team members on how to best use these software platforms.
- Ensure data is organized, accessible, and secure across all platforms. Assist in data migration, integration, and reporting tasks.
- Act as the go-to problem solver for any technical issues related to our SaaS tools, working with vendor support as needed.
- Identify opportunities to automate processes within and between these platforms to streamline business operations.
- Maintain up-to-date documentation for system configurations, processes, and user guides.
- Oversee and optimize CRM systems, ensuring they meet the needs of the organization and support sales and marketing efforts.
Requirements
- A graduate with a bachelor's degree in any field.
- At least 2 years of experience in a similar role.
- Proven experience managing and optimizing SaaS platforms (e.g., Jira, Active Campaign, Zoho, Microsoft 365, WordPress, Elementor, Zapier).
- Strong technical aptitude and the ability to quickly learn and adapt to new software tools.
- Excellent problem-solving skills and attention to detail.
- Experience in data management, integration, and process automation.
- Strong communication skills for training and supporting team members.
Benefits
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Electricity & Data subsidies
- 25K Educational Assistance
- Training and equipment will be provided
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
ABOUT USVBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.HOW WE STARTEDIn 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members. We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.WHAT WE OFFERwe have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:Accounting, Bookkeeping, and Report ManagementFinancial Planning AssistanceMortgage Broking AssistanceParaplanningIn addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.To learn more about us, visit http://vbp.au.Let's connect!
ABOUT US
VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.
Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
HOW WE STARTED
In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.
Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.
We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.
These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.
WHAT WE OFFER
we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:
- Accounting, Bookkeeping, and Report Management
- Financial Planning Assistance
- Mortgage Broking Assistance
- Paraplanning
In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.
To learn more about us, visit http://vbp.au.
Let's connect!
