Fully Remote Sales Analytics & Data Operations Team Lead

Delegate CX; Metro Manila; Remote; PHP 584,000 - 699,000; Full time

Benefits offered by this job

Permanent work-from-home setup

Industry-leading salary packages

Company equipment provided

Government mandated benefits employer-

Internet stipends upon regularization

HMO coverage upon regularization (Day

PTO credits and service leaves

Job summary

DCX is seeking a Sales Analytics & Data Operations Team Lead to support a U.S.-based partner by driving financial reporting, data management, reconciliations, and insightful analysis.

You will lead calendarized reporting, ensure data integrity across systems, and collaborate with the Sales Analytics Data Analyst to improve processes in a fast-paced remote environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 1–2 years of experience in finance, accounting, financial analysis, or related roles.
• Strong verbal, written, and English communication skills.
• Ability to work overnight/graveyard shifts in Philippine time or within US operating hours.
• Advanced proficiency in Microsoft Excel including Power Query, Pivot Tables, Complex formulas.

Responsibilities

• Compile and distribute recurring reports on daily, weekly, and monthly cadences using pre-built Excel templates.
• Distribute reports to specified recipient lists via Outlook on documented schedules; confirm delivery.
• Maintain a reporting calendar and flag delays, outages, or anomalies.
• Perform ad-hoc reports using knowledge of the data model.
• Conduct data validation and reconciliations across Salesforce, Sage Intacct, and RM.

Skills

Analytical thinking

Attention to detail

Organization & time management

Data management

Technical proficiency

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Microsoft Excel

Power Query

Pivot Tables

Complex formulas

Salesforce

HubSpot

NetSuite/QuickBooks/Sage

Microsoft 365 (Outlook/SharePoint/OneDrive/Teams)

Job description

Number of Openings: 1

Hiring Priority: Active Hiring

DCX is seeking a Sales Analytics & Data Operations Team Lead to support a U.S.-based partner by assisting with financial reporting, data management, reconciliations, and analysis.

In this role, you will play a key part in maintaining accurate financial data, supporting month-end close activities, improving reporting processes, and identifying trends within financial information. This is an excellent opportunity for someone who enjoys working with numbers, solving problems, and contributing to business operations in a fast-paced remote environment.

REQUIRED CORE COMPETENCIES

• Analytical Thinking – Interprets financial data accurately to identify trends, discrepancies, and opportunities for improvement.

• Attention to Detail – Maintains a high level of accuracy across spreadsheets, reports, and financial records.

• Organization & Time Management – Effectively manages multiple priorities and meets recurring deadlines.

• Data Management – Ensures financial data is clean, accurate, and consistently maintained across systems and reports.

• Technical Proficiency – Demonstrates advanced Excel skills and adaptability with financial systems and tools.

WHAT YOU WILL DO

Recurring and Ad-Hoc Report Production

• Compile and distribute recurring reports on daily, weekly, and monthly cadences using pre-built Excel templates and workflows.

• Distribute reports to specified recipient lists via Outlook on documented schedules; confirm successful delivery.

• Maintain a reporting calendar and proactively flag any delays, source-system outages, or anomalies.

• Leverage knowledge of BMS’ data model to accurately produce ad-hoc reports on request.

Cross-System Data Validation & Reconciliation

• Execute the documented Salesforce Restoration Manager Sage Intacct three-way reconciliation process, identifying and resolving:

• Job records in RM with no corresponding Salesforce Contact or Account (and vice versa) or no corresponding Sage Customer

• Duplicate RM or Salesforce Accounts and Contacts

SOP Adherence & Continuous Adaptation

• Adapt to SOPs that change frequently. As the team automates more of the validation pipeline and as reporting requirements evolve, this role's daily work will shift — sometimes weekly. The Team Lead must be able to adapt workflows to an evolving and growing business environment.

Strategic Sales Analytics Partnership

• Increase quality and quantity of Sales Analytics’ output. Identify and resolve gaps in Sales Analytics insight and opportunities to improve team processes and drive higher productivity. Be highly influential in the day-to-day work of the Sales Analytics Data Analyst.

WHAT WE LOOK FOR

• Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

• Experience: 1–2 years of experience in finance, accounting, financial analysis, or related roles

• Language Proficiency: Strong verbal, written, and English communication skills.

• Working schedule: Ability to work overnight/graveyard shifts in Philippine time or within US operating hours.

• Technical Skills:

  • Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, Complex formulas.

  • Demonstrated prior experience in data reconciliation or data matching work

  • Demonstrated history of learning multiple business systems ( (e.g., any ERP such as NetSuite, QuickBooks, Sage; any CRM such as Salesforce, HubSpot; or any vertical-specific platform such as Restoration Manager).

  • Strong working knowledge of Microsoft 365: Outlook, SharePoint, OneDrive, Teams.

• Industry Specific Software/Knowledge:

  • Experience working with data management, spreadsheets, or reporting tools

  • Understanding of financial reporting, reconciliations, and general accounting principles

  • Experience supporting month-end close activities is an advantage

  • Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively

WHAT WE OFFER

• Salary Range: Php 57,500

• Job Type: Full-time

• Work Shift: 8:00 AM - 5:00 PM CST (USA)

• Workdays: Monday through Friday (USA)

• #DCXWorkFromHome Set-up

BENEFITS OF WORKING WITH US

• Industry-leading salary packages

• Permanent work-from-home setup

• Company equipment provided

• Government Mandated Benefits Employer Share

• Internet stipends upon regularization

• HMO Coverage upon regularization (with an option to enroll as early as Day 1)

• PTO credits and service incentive leaves

• Major spring and winter company live events

• Monthly employee appreciation virtual events

• Company-provided career skills training courses

• A company culture focused on your personal and professional growth

WHO WE ARE

DCX stands out as a leading BPO (Business Process Outsourcing) company that takes pride in assisting growth-focused small and medium-sized businesses across the United States to discover the perfect global talent to enhance their teams.

At DCX, our core beliefs center around fostering growth and making hiring easy. We are dedicated to helping business owners, executives, and industry leaders, primarily within the promotional products industry, in their search for superstar team members.

If you are on the lookout for a company that values growth and places a strong emphasis on its people-centered culture, then DCX is the place for you. As we say around here, LET'S GROW!