MIS Officer

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Sales Operations and Reporting Manager to enhance team efficiency through data-driven insights and strategic reporting. This role involves overseeing critical data processes, managing performance reports, and ensuring data accuracy within the ULC Telesales team. The ideal candidate will have a strong analytical background, excellent leadership skills, and a commitment to fostering a culture of accountability and performance excellence. Join a dynamic team focused on improving operational efficiency and driving initiatives that align with strategic goals.

Qualifications

• Proven experience in data management and sales operations.
• Strong analytical skills with proficiency in reporting tools.

Responsibilities

• Coordinate lead distribution and performance tracking with Product Partners.
• Develop and maintain a suite of MIS reports for monitoring performance.

Skills

Data Management

Reporting

Sales Operations

Analytical Skills

Communication Skills

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Data Analytics

Tools

Salesforce

Infobip

Excel

Job description

The Sales Operations and Reporting Manager is responsible for overseeing the coordination and management of critical data processes, reporting, and analytics functions within the ULC Telesales team. This role includes collaboration with product partners, CRM, and administrative oversight on lead management, database maintenance, and performance tracking. The role also involves leading the development of performance reports, incentive tracking, and compliance with quality standards. This position is ideal for a data-driven leader with a keen eye for detail and a strong commitment to enhancing team efficiency through data accuracy and strategic reporting.

Responsibilities:

• Coordinate with Product Partners and CRM to ensure alignment on lead distribution and performance tracking.
• Oversee Salesforce lead uploads and manage Infobip as the system administrator.
• Conduct thorough database clean-ups for various fields such as Employee ID, reassignments, application SRs, DNC (Do Not Call), and team names to ensure data accuracy.
• Perform regular matching and cleaning of Campaign and Stats Databases, ensuring synchronization with official reports and daily approval data.
• Develop and maintain a suite of MIS (Management Information System) reports for each product, including Product Statistics, Inbound Reports, and Coaching Reports to monitor TL compliance and team performance.
• Prepare monthly and tactical Incentive Reports, PNDS and PL Tracker, TSA Scorecards, Individual Productivity Reports, and other relevant performance metrics.
• Generate Talkdesk Reports and facilitate data-driven insights to improve operational efficiency and support decision-making.
• Lead the ongoing audit and validation of sales data through manual sales checking, ensuring alignment with campaign and stats databases.
• Oversee database matching for daily approvals, PL daily, bookings, and official reports, ensuring high data integrity and compliance with internal standards.
• Manage requests for retagging, amendments, and database adjustments, maintaining precise records to support consistent reporting.
• Conduct regular coaching sessions with Team Leaders, focusing on sales and performance improvement, and ensuring compliance with coaching standards.
• Track TL and team performance through scorecards, identifying opportunities for individual and team development.
• Lead by example in creating a culture of accountability and performance excellence.
• Drive initiatives to improve database accuracy, campaign tracking, and reporting processes to support the department’s strategic goals.
• Collaborate with leadership and relevant stakeholders to implement best practices in data management, reporting, and analytics.
• Identify gaps and develop solutions to streamline workflows, increase data transparency, and improve overall efficiency.

Qualifications:

• Bachelor’s degree in Business Administration, Data Analytics, or a related field.
• Proven experience in data management, reporting, and sales operations, preferably within a telesales or banking environment.
• Strong analytical skills with proficiency in reporting tools (Salesforce, Infobip, and advanced Excel skills).
• Excellent organizational and leadership abilities, with a focus on coaching and team development.
• Detail-oriented with a commitment to data accuracy and integrity.
• Strong communication skills for effective collaboration across teams and with senior leadership.