Business Software (SaaS) Administrator

Job Description:
Seeking an experienced and highly motivated Business Software (SaaS) Administrator to join our dynamic team at servicePathTM. The ideal candidate will have Microsoft certifications for Office and 365 as well as experience with implementation, configuration, and administration of SaaS enterprise software in the CRM realm. Experience with CPQ platforms would be of great benefit. They will also possess a strong technical aptitude, and a dedication to ensuring the optimal performance, security, and efficiency of software environments.
About the Job:

• Job Title: Business Software (SaaS) Administrator
• Department: Solutions and Client Success
• Reports to: VP of Solutions and Client Success
• Shift: May be required depending on employee location
• Position: Full-Time, Permanent
• Location: Philippines
• Working Hours: GMT Business Hours
• Travel: Not anticipated

Role Objectives:
• CPQ System Mastery: Serve as the go-to expert for all aspects of our CPQ system, with a particular emphasis on the creation, maintenance, and optimization of document templates using Microsoft Office applications (Word, Excel, PowerPoint). Ensure these templates meet both internal and client-specific requirements effectively and efficiently.
• Microsoft 365 Suite Administration: Administer, optimize, and ensure the reliability and efficiency of our Microsoft 365 suite, focusing on applications critical to our business operations such as Teams, Outlook, OneDrive, and SharePoint. Actively monitor system health, manage user access and permissions, and implement best practices for data management and security.
• HubSpot Support and Integration: Oversee the administration and integration of HubSpot within our business ecosystem. Ensure seamless operation, data integrity, and alignment with our sales, marketing, and customer service objectives. Provide support and training to maximize the platform's utility and ROI.
• Internal and Client-Facing Support: Offer technical support and guidance for both internal teams and clients, particularly in the areas of CPQ system configuration and document management. Participate in CPQ implementation projects, contributing technical expertise to ensure successful deployments.
• Continuous Improvement and User Advocacy: Identify opportunities for system enhancements and efficiency gains. Advocate for end-user needs in discussions with product and engineering teams, contributing to the design and development of new features and capabilities. Stay abreast of industry trends and best practices to drive innovation and excellence in our technical infrastructure and service offerings.
• Training and Empowerment: Contribute to the development and delivery of training sessions and materials, focusing on the effective use of our CPQ platform, Microsoft 365 suite, and HubSpot. Empower users with the knowledge and skills to leverage these tools to their full potential, enhancing productivity and satisfaction.
Duties:
• CPQ System and Document Management:
o Template Design and Maintenance: Lead the development and ongoing refinement of CPQ document templates, ensuring they leverage the capabilities of Microsoft Office tools effectively to meet business and client needs.
o Configuration and Customization: Configure and customize the CPQ platform to align with project specifications and requirements, with a focus on beautiful and highly compatible document outputs.

• Microsoft 365 and HubSpot Administration:
o System Administration: Oversee the day-to-day management of internal Microsoft 365 applications and HubSpot, including user access, security settings, and feature updates.
o Performance Optimization: Monitor system performance, conduct regular health checks, and implement enhancements to ensure optimal functionality and user experience.
o Integration and Support: Facilitate the integration of HubSpot with other internal business systems, providing technical support and guidance to ensure seamless operation and data consistency.
• Design Flare
o Document Templates: Understanding the importance of design in creating effective and visually appealing document templates.
o System Configuration: Applying design principles to system configurations to ensure usability and aesthetic appeal.
o User Environment: Creating user environments that are friction-free, intuitive, and enjoyable.

• Technical Support and Project Participation:
o Issue Resolution: Act as the first point of contact for technical issues within the internal business systems, ensuring timely resolution and minimal disruption to business operations.
o Project Collaboration: Collaborate with project teams on CPQ implementations, contributing technical expertise and support to ensure project success.

• Continuous Improvement and Knowledge Sharing:
o Process Enhancement: Continuously evaluate and improve internal processes and systems, leveraging feedback and analytics to drive efficiency and effectiveness.
o Knowledge Base Contribution: Contribute to the development and maintenance of an internal knowledge base, documenting best practices, troubleshooting guides, and system updates.
• Training and Advocacy:
o Stakeholder Training: Design and deliver training programs for internal teams and clients on effectively using the CPQ system, Microsoft 365 applications, and HubSpot to enhance productivity and user engagement.
o User Advocacy: Represent the voice of the user in discussions with product and engineering teams, advocating for features and improvements that enhance user satisfaction and performance.
• Quality Assurance and Documentation:
o Release Management: Support the deployment of new releases and updates to internal business systems, ensuring thorough testing and validation to maintain system integrity and performance.
o Documentation: Maintain comprehensive documentation for system configurations, data mappings, and workflow processes, ensuring accuracy and accessibility for all stakeholders.
• Business Systems Experience
o Product and Services Systems: Experience with business systems related to products and services, such as CPQ (Configure, Price, Quote), accounting, and billing.
o Financial Acumen: Understanding of costs, margins, pricing strategies, and their impact on business operations.
o Relevance: Direct experience in managing business systems that support product and service lifecycles, enhancing operational efficiency
Key Competencies and Experience:
• Minimum:
o Hands-on Experience with Software Systems: At least 2 years of experience in software administration, particularly with SaaS platforms.
o CRM Systems Proficiency: Proven track record working with CRM systems such as HubSpot, Microsoft Dynamics, or Salesforce, with a minimum of 2 years in a relevant role.
o Microsoft 365 Expertise: Either hold Microsoft Certifications such as "Microsoft Office Specialist" (MOS) for Word, Excel, and PowerPoint, and “Microsoft 365 Certified: Enterprise Administrator Expert” or possess an equivalent level of knowledge and hands-on experience with the Microsoft 365 suite of applications.
o User Administration and Security: Experience in user administration and managing Azure AD.
o Collaboration and Communication Skills: Excellent verbal and written communication skills in English, with a strong ability to work collaboratively across different teams and with clients.
o Organizational Skills: Highly organized with the capability to manage multiple tasks and projects simultaneously.
o Technical and Analytical Skills: Strong problem-solving skills, with a logical and analytical approach to addressing challenges.
o Tools Proficiency: Familiarity with Atlassian tools, primarily Jira and Confluence, as these are integral to our operational processes.
• Core Competencies:
o CRM Systems Proficiency: Proven track record of working with CRM systems, such as HubSpot, Microsoft Dynamics, or Salesforce, including experience in user administration and managing Azure AD.
o Proficiency with Microsoft 365 Suite: Demonstrated expertise in administering, optimizing, and ensuring the reliability of Microsoft 365 applications critical to business operations, such as Teams, Outlook, OneDrive, SharePoint, Word and Excel.
o Technical Aptitude and Problem-solving Skills: Strong technical aptitude with the ability to troubleshoot and address technical challenges, along with analytical skills to identify opportunities for system enhancements and efficiency gains.
• Preferred:
o CPQ Experience: Direct experience with implementation, configuration, and use of CPQ software is desirable.
o Self-Starter: Ability to work independently with minimal supervision, demonstrating initiative and self-direction.
o Global Team Experience: Comfortable working in and contributing to a distributed, global team environment.
o Software Development Insight: Some understanding of software development practices would be beneficial, although not mandatory.
o Atlassian Proficiency: Familiarity with Atlassian tools, primarily Jira and Confluence, as these are integral to our operational processes.