CRM Data Analyst

Maximum Solutions Corporation; Taguig; On-site; PHP 180,000 - 300,000; Full time

Job summary

Maximum Solutions Corporation is seeking a detail-oriented Data Management & CRM Support Specialist to ensure accurate data for sales operations. You will process core data, maintain CRM records, and generate reports to support regional dashboards and client reporting.

The role requires 1+ year in data management/CRM support, strong Excel/PowerQuery skills, and the ability to coordinate with sales teams to meet deadlines. Veeva experience is a plus.

Qualifications

• College graduate in IT/CS/IS/Business or related field.
• Advanced Excel skills: pivot, sort, formulas.
• PowerQuery knowledge and advanced Excel analytics.
• 1+ year experience in data management or CRM support; Veeva a plus.
• Able to coordinate with sales teams and meet deadlines.

Responsibilities

• Execute core data processing, validation, reporting, and CRM maintenance to ensure accurate data for sales operations.
• HCP Universe List clean up and updating; SF HCP Target List processing.
• Data inconsistencies identification & escalation; suggest process improvements.
• Update Veeva CRM loading templates (user enrollment, product mapping, business hierarchies).
• Regional PowerBI dashboard reports and client reports preparation.

Skills

Excel advanced

PowerQuery

CRM support

Data validation

Coordination with sales

Education

College degree in IT/CS/IS/Business or related field

Tools

Veeva CRM

Job description

Execute core data processing, validation, reporting, and CRM maintenance activities to ensure accurate, timely, and reliable data for sales operations.

• Execution of Core Processes

HCP Universe List clean up and updating

SF HCP Target List processing (new HCPs, quarterly MCCP) (37D)

Sampling program encoding, monitoring and reporting (1.5D)

• SFE KPI Reporting & Dashboard data preparation/validation (5.5D)

Local MCCP reports

Local MOR dashboard

Client reports

Regional PowerBI dashboard reports

• CRM Data Maintenance (5D)

Account enrollment

Update Veeva CRM loading templates (user enrollment, product mapping, business hierarchies)

Active directory updates

• Issue Identification & Escalation

Data inconsistencies

Process inefficiencies

Suggest improvements

Qualifications

• College graduate, preferably in Information Management, Business Administration, Computer Science, IT, Math/Statistics or other related field.
• High level of proficiency in Excel (e.g. pivot, sorting, basic formulas, etc.) is a must.
• Preferably, knowledgeable in PowerQuery and advanced excel analytics
• Preferably, with at least 1 year experience in data management, CRM support, sales support. Veeva experience is a plus.
• Ability to work / coordinate with sales teams and manage deadlines.