Data Analyst - Macros and Data Visualization, B2B Telco

MicroSourcing; Philippines; On-site; PHP 420,000 - 900,000; Full time

Benefits offered by this job

Healthcare on day one

Bonuses

Career growth

Work-life balance

Inclusive culture

Job summary

MicroSourcing is seeking a Data Analyst to design, maintain, and optimize an Excel-based CRM with macros and visuals to support sales development and lead management.

The role emphasizes data accuracy, process efficiency, and performance visibility across the sales function, with on-site work at Picadilly Site, BGC in Taguig, Philippines.

You will build dashboards in Power BI, standardise SDR data, provide insights to leadership, and support data governance and campaign optimization.

Qualifications

• 1–3 years of experience in data analytics in a B2B environment preferred.
• Proficiency in Microsoft Excel; macros and data visualization tools (Power BI/Tableau) a plus.
• Experience with CRM platforms like Salesforce and data quality practices.

Responsibilities

• Design, maintain, and optimize an Excel-based CRM with macros and Power BI dashboards.
• Create and manage SDR tabs with standardized fields for prospect data and lead management.
• Implement data standardisation rules and audit SDR-entered data for accuracy.
• Distribute monthly lead allocations and de-duplicate records across SDR tabs.
• Organise SDR outreach cadences and automate dashboards to monitor SDR metrics.
• Develop heatmaps and trend reports to support campaign reviews and leadership insights.

Skills

Data analytics

Excel macros

Power BI

Tableau

CRM experience

Tools

Salesforce

Job description

Job Description

Position: Data Analyst - Macros and Data Visualization

Location: Picadilly Site, BGC (Taguig, Metro Manila, Philippines)

Work Setup & Shift: On-Site | Day Shift

Employment Type: Full-Time

About The Role

A highly organised and analytical professional responsible for designing, maintaining, and optimizing an Excel-based CRM system to support sales development operations and lead management. This role ensures data accuracy, operational efficiency, and performance visibility across the sales development function.

Responsibilities

• CRM Design & Maintenance: Build and scale a custom Excel-based CRM (utilising Macros and Power BI), ensuring stability, usability, and adaptability to team needs.
• SDR Tab Management: Create and manage individual SDR tabs with standardised fields for prospect data, including contact details, provider info, device types, and expiry timelines.
• Data Standardisation & Quality Control: Implement dropdown menus and formatting rules to ensure consistency across disposition, sentiment, and cadence types; regularly audit SDR-entered data for accuracy and completeness.
• Lead Management & Distribution: Maintain master account lists and distribute monthly lead allocations; de-duplicate records across SDR tabs to prevent overlap.
• Cadence & Outreach Structuring: Organise SDR outreach workflows and cadence templates for streamlined engagement.
• Performance Tracking & Reporting: Automate dashboards utilising Power BI and Macros to monitor key SDR metrics (calls, emails, meetings, opportunities); track individual and team performance using status fields and build summary reports for leadership.
• Insights & Analytics: Developed heatmaps and trend reports to identify high-performing activities; supported campaign effectiveness reviews and lead quality assessments.

Qualifications

• 1-3 years of experience in data analytics.
• Experience in a B2B environment is preferred.
• Proficiency in CRM platforms (e.g., Salesforce).
• Strong Microsoft Excel skills; experience with macros and data visualization tools (e.g., Tableau, Power BI) is a plus.
• Strong organisational and time management skills.
• Excellent attention to detail and accuracy in data handling.
• Effective communication and collaboration skills across teams.
• An analytical mindset with the ability to interpret data and generate insights.

Benefits

• Competitive Rewards: above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off, group life insurance, and performance bonuses.
• Collaborative Spirit: positive work environment with company-sponsored events and activities.
• Work-Life Harmony: balanced schedule and team-driven initiatives.
• Career Growth: continuous learning and career advancement opportunities.
• Inclusive Teamwork: diversity and inclusive culture.
• Terms & conditions apply.