Type: Full-time, Remote
Salary: $1500 to $2250
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.
Requirements
What We’re Looking For
• Exceptionally comfortable with technology and spreadsheets — fast to learn new tools and
able to assemble data from multiple sources.
• Strong Salesforce skills, or clearly demonstrated ability to master a CRM quickly (invoices, contacts, opportunities, reports, mass changes).
• Meticulous attention to detail and a habit of double-checking work — accuracy is the whole job.
• Calm, steady, and reliable under pressure; comfortable owning ambiguous, detail-heavy work without getting rattled.
• Clear written and spoken English for coordinating with the U.S. team and the I-Team.
• Self-directed and dependable in a remote, fully distributed team.
Success in This Role
Success is defined by accuracy and thorough documentation in Salesforce and our other systems. Integrations are completed cleanly the first time, recurring-revenue numbers are trustworthy, and the project team is kept informed through quick, clear communication.
Key Performance Indicators
• Acquired accounts integrated accurately and on schedule.
• 100% accuracy of recurring-revenue (RMR) and attrition reporting.
• Salesforce records maintained at 100% accuracy.
• Daily updates to active project plans and work order
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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Application Process:
- As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
- Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
- Please treat this recording as you would a real interview:
- Come prepared and make sure you’re clearly visible on camera.
- Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
- We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.
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