Sales and Operation Manager (HVAC)

weconnect technology philippines inc.; Philippines; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

weconnect technology philippines inc. in the Philippines is seeking a Sales Operations Lead to own forecasting, pricing strategy, and cross-functional alignment with Sales, Production, and Finance.

You will manage CRM data quality, develop KPI dashboards, and provide data-driven insights. The role requires 5+ years in sales operations, strong analytical skills, and expertise with Excel/Google Sheets and Power BI.

Qualifications

• Bachelor's degree required in engineering, marketing, business administration, or related field.
• 5+ years of experience in sales operations, forecasting, or analytics.
• Experience managing CRM systems (Power BI preferred).
• Ability to analyze data and market trends to inform decisions.
• Knowledgeable with HVAC industry is a plus.

Responsibilities

• Develop accurate short-term and long-term sales forecasts.
• Formulate market-driven pricing strategies to improve competitiveness while safeguarding margins.
• Collaborate with sales teams to align forecasts with market trends and company objectives.
• Implement and monitor sales KPIs across teams; ensure targets are met.
• Manage CRM systems; ensure data accuracy, deal progress, and reporting cadence.
• Provide data-driven insights through weekly, monthly, and YTD reports; present dashboards and recommendations.

Skills

Forecasting

KPI tracking

Data analysis

Excel/Sheets

Power BI

Communication

Leadership

Education

Bachelor's degree in related field

Tools

Power BI

Job description

• 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.

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 analyze 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