Sales Analytics & CRM Data Lead

Jobtailor; Mandaluyong; On-site; PHP 500,000 - 800,000; Full time

Job summary

Jobtailor in Manila (Mandaluyong area) seeks a data-driven BI Analyst to manage reporting on sales opportunities, CRM data, and project metrics. You will collaborate with Sales, Marketing, Proposal, and Operations to deliver accurate dashboards and actionable insights.

Ideal candidates have 2–4 years in BI/analytics, strong Excel and Power BI skills, and solid stakeholder communication. Hybrid or on-site coordination with global teams is expected.

Qualifications

• Bachelor's degree in a related field is required.
• 2–4 years of experience in BI, analytics, reporting, or sales operations.
• Intermediate Power BI and advanced Excel proficiency.
• Experience with CRM systems and databases.
• Experience in data analysis, reporting, insights, and data quality.
• Strong stakeholder management and communication skills.
• Strong analytical, problem-solving, and organizational abilities.
• Ability to work independently and manage multiple priorities in a global team.
• Experience with cross-functional stakeholders preferred.
• Knowledge of CRM data management and data governance is a plus.
• familiarity with AI productivity tools is a plus.

Responsibilities

• Maintain sales opportunities, projects, and proposal data to ensure reporting accuracy and completeness.
• Manage CRM records and coordinate updates with sales teams and business stakeholders.
• Own proposal and sales opportunity movement reporting, including stage progression, aging, conversion trends, and data quality monitoring.
• Support the Projects Reference Library through data collection, validation, and monthly refresh.
• Partner with Sales, Marketing, Proposal, and Operations teams to improve data completeness and visibility.
• Develop reports, scorecards, executive summaries, and business insights to support decision-making.
• Identify reporting gaps, data quality issues, and opportunities for process improvement.
• Document business processes, data collection procedures, reporting standards, and operating guidelines for continuous improvement.

Skills

Data Analysis

Reporting

Business Insights

Data Quality Monitoring

Data Collection Procedures

Statistical Analysis

Process Improvement

Proposal Management

Sales Operations

Data Governance

Education

Bachelor's degree in Business Analytics, Statistics, Mathematics, IT, Engineering, Business Administration, or related field

Tools

Microsoft Excel

CRM Systems

AI-Powered Productivity Tools

Job description

Jobtailor in Manila (Mandaluyong area) seeks a data-driven BI Analyst to manage reporting on sales opportunities, CRM data, and project metrics. You will collaborate with Sales, Marketing, Proposal, and Operations to deliver accurate dashboards and actionable insights.

Ideal candidates have 2–4 years in BI/analytics, strong Excel and Power BI skills, and solid stakeholder communication. Hybrid or on-site coordination with global teams is expected.