Sales and Operation Manager (HVAC)

WeConnect Technology Philippines; Dasmariñas, Carmona; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

WeConnect Technology Philippines is seeking a results-driven professional for sales operations and forecasting. The role focuses on forecasting accuracy, KPI management, and data-driven decision support across sales, production, and finance teams.

Responsibilities include CRM optimization, reporting, and cross-functional coordination to align strategies with market trends and company objectives. Strong analytical and leadership skills are essential.

Qualifications

• Bachelor’s degree in Engineering, Marketing, Business Administration, or related field.
• Minimum 5 years of experience in sales operations, forecasting, or business analytics.
• Proven track record in managing CRM systems (e.g., Power BI).
• Ability to analyse data and market trends to make informed decisions.
• Knowledgeable with HVAC.

Responsibilities

• Sales Forecasting & Planning: develop accurate short- and long-term forecasts.
• Pricing strategies to enhance competitiveness while safeguarding margins.
• Collaborate with sales teams to align forecasts with trends and company goals.
• Implement, monitor, and evaluate sales KPIs across teams.
• Ensure monthly KPIs are met and targets achieved.
• Provide actionable, data-driven recommendations to improve performance.
• CRM Oversight: manage and optimize CRM for data accuracy and usability.
• Ensure timely updates of customer interactions, pipeline status, and deals.
• Reporting & Analysis: prepare weekly, monthly, and YTD sales reports.
• Present dashboards, variance analyses, and recommendations.
• Ensure compliance with reporting standards and deadlines.
• Cross-Functional Coordination: align sales with production, operations and finance.
• Support leadership with clear, data-backed reports.

Skills

Analytical skills

Excel/Google Sheets

Power BI

Communication & presentation

Leadership & team management

Education

Bachelor’s degree in Engineering, Marketing, Business Administration, or related field

Tools

Power BI

Job description

Key Responsibilities

• Sales Forecasting & Planning

• Develop accurate short-term and long-term sales forecasts.

• Formulate and implement market-driven pricing strategies designed to enhance competitiveness in the marketplace while safeguarding margin targets.

• Collaborate with sales teams to align forecasts with market trends and company objectives.

KPI Management

• Implement, monitor, and evaluate sales KPIs across teams.

• Ensure that each team consistently meets its monthly KPIs and achieves the assigned targets.

• Provide actionable insights and data-driven recommendations to optimize team performance, strengthen sales execution, and support achievement of Sales target.

CRM Oversight

• Manage and optimize CRM systems for data accuracy and usability.

• Ensure timely updates of customer interactions, pipeline status, and deal progress.

• Reporting & Analysis

• Prepare weekly, monthly and YTD sales reports for management review.

• Present performance dashboards, variance analysis, and recommendations.

• Ensure compliance with reporting standards and deadlines.

Cross-Functional Coordination

• Work closely with production, operations and finance to align sales and marketing strategies.

• Support leadership in decision-making with clear, data-backed reports.

Qualifications

Education & Experience

• Bachelor’s degree in Engineering, Marketing, Business Administration, or related field.

• Minimum 5 years of experience in sales operations, forecasting, or business analytics.

• Proven track record in managing CRM systems (e.g., Power BI).

• Ability to analyse data and market trends to make informed decisions.

• Knowledgeable with HVAC

Skills & Competencies

• Strong analytical skills with expertise in sales forecasting models and KPI frameworks.

• Advanced proficiency in Excel/Google Sheets, Power BI, or other reporting tools.

• Excellent communication and presentation skills for executive-level reporting.

• Ability to synthesize complex data into clear, actionable insights.

• Strong leadership and team management capabilities.

Work Location: In person