VBP

SaaS Specialist

VBP  •  Cebu City, PH (Onsite)  •  15 hours ago
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Job Description

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
VBP

About VBP

Built for Advice Firms. Backed by Australian Leaders.

VBP isn’t just familiar with advice firms - we were built for them. Designed specifically for planners, accountants and brokers, we bring together a global delivery team with the backing of Australia’s most experienced financial services executives. The result: deep industry insight and execution you can trust.

As a certified B Corp and founding member of the EOAP, we meet the world’s highest standards for ethics, transparency and impact: so you can partner with a business that balances purpose with performance.

And when it comes to protecting your business, security isn’t optional. We’re ISO 27001 certified, the global gold standard for information security. Our systems and processes safeguard your data, comply with Australian privacy laws and give you complete peace of mind. Because with VBP, security comes standard.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Sydney, AU
Year Founded
2013
Website
vbp.au
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