CRM & Sales Operations Analyst

IQVIA SOLUTIONS OPERATIONS CENTER PHILIPPINES, INC.; Taguig; Hybrid; PHP 360,000 - 600,000; Full time

Job summary

IQVIA Solutions Operations Center Philippines, Inc. is expanding a new Sales Support Analyst role in the Go To Market Partnership Center.

This hybrid position requires monthly office visits and a night shift from 9 pm to 6 am to support internal Sales Teams, Account Managers, and Principals in Lead to Order opportunities across the sales cadence. The role emphasizes proactive communication, cross-team collaboration, and delivering pricing support, contract prep, and Salesforce/PSA updates.

Qualifications

• Bachelor's degree required.
• 2-3 years of experience in sales support and customer service.
• Finance/Sales Operations/CRM background preferred.
• Strong Excel knowledge.
• Experience with SAP and SFDC (CRM) a plus.
• Strong team player and coachable attitude.
• Flexible to a dynamic, fast-paced environment.

Responsibilities

• Manage Salesforce opportunities from Pipeline to Close, update stages, forecast, products and revenue allocations.
• Prepare templates for Statements of Work and initial contract submissions.
• Coordinate PSA platform, resource hours and budgets; assign principals and project managers.
• Attend pipeline calls and update Salesforce and PSA after meetings.
• Coordinate cross-functional teams to ensure smooth processing of opportunities.
• Maintain and organize the team's document repository and support ad-hoc tasks.
• Assist in strategic planning and analysis with Account Managers.

Skills

Excel

Communication skills

Team player

Detail-oriented

Cross-functional collaboration

Education

Bachelor's Degree

Tools

SAP

SFDC

Microsoft 365

Job description

Hybrid role: Office visit is required once a month

Night Shift: 9 pm to 6 am

This is a new role as the team is currently expanding.

Sales Support Analyst in the Go To Market Partnership Center are responsible for the operational support of internal Sales Teams, Account Managers & Principals to ensure successful Lead to Order opportunity management throughout the sales cadence process.

This role calls for proactive, detail-focused professionals with exceptional communication skills, capable of engaging effectively across all levels of the organization. Ideal candidates thrive on solving complex problems, excel in fostering cross-team collaboration, and are driven to deliver impactful results.

Essential Functions

• Management of Salesforce (SFDC) opportunities from Pipeline to Close. Includes: Updating of Stages and Forecast Category, Adding/Updating of Products and Revenue Allocation, producing pricing support documents, and processing deals with finance.
• Assisting in preparing templates for Statements of Work and initial Contract submissions.
• Coordination of Professional Services Automation (PSA) platform. Includes: Coordinating Pricing Assistants for Resource Hours and Budgets, Creating Projects and Assigning Principals in Charge and Project Managers.
• Attend pipeline calls/ team meetings with internal clients as requested and perform Salesforce and PSA updates post-call.
• Cross functional Team coordination (Business Leads, Contracting, Finance, Sales, etc.) to ensure smooth processing of opportunities.
• Continuous, pro-active coordination with internal client contacts and business personnel, to foster and maintain relationships.
• Maintain the team's document repository making sure information are up to date.
• Accomplish other Ad-Hoc tasks, business initiatives and special projects as needed.
• Help in strategic planning and analysis with Account Managers/PICs as needed.

Qualifications

• Bachelor's Degree
• 2-3 years of experience in sales support and customer service
• Finance/Sales Operations/Customer Relationship Management background is preferred
• Strong Excel knowledge
• Preferrable with experience of Microsoft 365 applications (Outlook, Teams, SharePoint, etc.)
• SAP and SFDC or any other CRM system knowledge is a benefit
• Strong team player and accepts coaching opportunities positively
• Flexibility and willingness to join a dynamic and fast-paced working environment