Lead Gen Analyst (Data / Sales Analyst)_BGC Taguig_Day Shift_Up to 70k

weSource Management Consultancy Firm; Taguig; On-site; PHP 710,892 - 851,508; Full time

Job summary

A management consultancy urgently seeks a Lead Gen Analyst to enhance sales development through data analytics and CRM management in Taguig. The ideal candidate will have 1-3 years of experience, strong skills in Excel, and proficiency with CRM platforms like Salesforce. Responsibilities include designing a custom Excel-based CRM, ensuring data accuracy, and tracking performance metrics with tools like Power BI. This onsite role offers a salary up to 70k PHP based on experience and requires strong analytical and organizational skills.

Qualifications

• 1-3 years of experience in data analytics is essential.
• Experience in a B2B environment is preferred.
• Proficient in CRM platforms like Salesforce.
• Strong Excel skills and familiarity with data visualization tools.

Responsibilities

• Designing and maintaining an Excel-based CRM system.
• Creating standardised SDR tabs for data management.
• Implementing data quality control measures.
• Maintaining lead management systems.
• Tracking performance metrics and generating reports.
• Developing insights through analytics.

Skills

Data analytics experience

Experience in B2B environment

CRM platforms proficiency

Strong Excel skills

Organisational skills

Attention to detail

Communication skills

Analytical mindset

Tools

Salesforce

Tableau

Power BI

Job description

Overview

We are urgently hiring for Lead Gen Analyst (Data / Sales Analyst).

Location: BGC Taguig

Work Setup & Shift: Onsite | Day Shift | 6am to 3pm

Salary is up to 70k based on experience.

This role plays a pivotal part in enabling SDR success, improving lead quality, and driving operational excellence through structured data management and performance analytics.

What You'll Need

• 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.

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.

What You'll Do

• 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 audited 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 utilised 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: Develop heatmaps and trend reports to identify high-performing activities; support campaign effectiveness reviews and lead quality assessments.