Helpdesk Agent to RevOps: Salesforce & NetSuite Role in Columbus
Career & Market Insight
Role Positioning & Market Context: This is a mid-level internal helpdesk/business applications support role, not traditional end-user IT support. The emphasis on Salesforce and NetSuite — two enterprise-grade platforms — positions this closer to a Business Systems Analyst or Sales Operations Support Specialist, which commands higher market value than a generic helpdesk agent role.
Skills Development: This role builds highly marketable skills:
- Deep hands-on experience with Salesforce (CRM) and NetSuite (ERP) — both are in strong demand across SaaS and enterprise companies globally.
- Exposure to Order-to-Cash and Deal Desk processes — valuable in revenue operations (RevOps) career paths.
- Optional SQL/BigQuery skills signal a path toward data analytics or business intelligence roles.
Compensation Note: No salary is disclosed. For the Philippines market, roles requiring Salesforce + NetSuite expertise typically range from ₱40,000–₱80,000/month depending on seniority. Candidates should negotiate based on the specialized tech stack required.
Green Flags: 7+ years of company operation signals stability; equipment provision and HMO are solid benefits in the PH market; culture emphasis on work-life balance is a positive signal.
Watch Out For: The shifting/night schedule can cause long-term burnout. Clarify schedule rotation frequency and whether there's a shift differential or additional compensation for unsociable hours before accepting.
Company Overview
LevelUp is a specialist agency that provides outsourcing solutions to agencies, software vendors, and website owners. For over seven years, we have successfully collaborated with a variety of companies, providing valuable technical, operational, and back-office support. We boast a large team of skilled and passionate professionals who are committed to delivering high-quality work for our clients.
Position Overview
The Helpdesk Support Agent serves as the primary line of internal support, responsible for troubleshooting business applications, managing user access, and ensuring smooth sales operations via live chat platforms like Slack and Zendesk. Essential to this role is proven, extensive experience with Salesforce and NetSuite, alongside 2–3 years of live chat customer service experience to resolve issues, document workflows, and escalate complex tickets to specialized engineering and business teams promptly and efficiently.
Reference: 2631-407585
Responsibilities
- Provide guidance and troubleshooting support to internal teams on business applications usage.
- Manage system access requests and resolve issues via Slack, Zendesk, and admin tools.
- Escalate complex issues to relevant departments, such as Product Management, Order to Cash, Deal Desk, and Systems Engineering.
- Document and tag interactions to support process improvement and reporting.
- Collaborate with internal teams to ensure a seamless support experience.
- Stay updated with system changes and best practices through training and ongoing learning.
Requirements (Must-Haves)
- Critical Requirement: Proven experience working extensively within Salesforce and NetSuite is essential for this role.
- 2–3 years of live chat customer service experience.
- Familiarity with sales processes and business applications.
- Proficiency with Zendesk, Slack, and admin tools for troubleshooting and issue resolution.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication abilities.
- Ability to prioritize tasks and handle multiple issues efficiently.
- Experience in documenting and tagging support interactions for reporting and process optimization.
Nice-to-Haves
- Data & Analysis: Experience with SQL and/or BigQuery to support reporting and data analysis.
- Experience working in a SaaS, technology, or sales-driven environment.
- Familiarity with CRMs and order management systems.
- Familiarity with Jira for issue tracking and workflow management.
- Previous experience in an internal IT or business applications support role.
- Typing speed of at least 60 words per minute (WPM).
More Information
- This is a fully remote position with a standard 40-hour fixed-schedule work week.
- This is a shifting schedule. The exact work schedule depends on the client assigned, but is often an afternoon or night schedule — flexibility with scheduling is important.
- We have a company culture that focuses on the well-being of its team members, with a good work-life balance and respectful work environment.
- This role follows the US Central Time timezone.
- Equipment provided.
- HMO + 13th month pay.
Frequently Asked Questions
Is this role fully remote or office-based?
What is the work schedule for this role?
Is Salesforce experience truly required, or is it just preferred?
What benefits are offered for this position?
Is there a salary range for this helpdesk role?
