Sales Operations Analyst

IQVIA SOLUTIONS OPERATIONS CENTER PHILIPPINES, INC.; Taguig; Hybrid; PHP 420,000 - 660,000; Full time

Job summary

IQVIA SOLUTIONS OPERATIONS CENTER PHILIPPINES, INC. in Manila is seeking a Sales Operations Analyst for a hybrid role with monthly office visits.

You will manage Salesforce opportunities from Pipeline to Close, support pricing, and coordinate with Finance, Contracting and Professional Services to keep opportunities moving. The position requires 2–3 years in sales support and customer service, with strong Excel and CRM knowledge.

Qualifications

• Bachelor's degree required.
• 2–3 years in sales support and customer service.
• Finance/Sales Operations/CRM background preferred.
• Strong Excel knowledge.
• Experience with SAP or SFDC or other CRMs is a plus.
• Proactive, detail-oriented with strong communication.

Responsibilities

• Manage Salesforce opportunities from Pipeline to Close, update stages, forecast category, add/update products and revenue allocations; assist with pricing documents and deals with finance.
• Prepare templates for Statements of Work and initial contract submissions.
• Coordinate PSA platform; allocate resources and assign Principals in charge and Project Managers.
• Attend pipeline calls and update Salesforce and PSA after meetings.
• Coordinate cross-functional teams (Business Leads, Contracting, Finance, Sales) for smooth opportunity processing.
• Maintain team document repository and keep information up to date.
• Support ad-hoc tasks, initiatives and strategic planning with Account Managers.

Skills

Sales coordination

Customer service

Excel

Microsoft 365

Cross-functional collaboration

Education

Bachelor's Degree

Tools

SFDC (Salesforce)

SAP

SharePoint

Outlook

Job description

Hybrid role: Office visit is required once a month

Night Shift: 9 pm to 6 am

Sales Operations Analysts in the Go To Market Partnership Center are responsible for the operational support of internal Sales Teams, Account Managers & Principals to ensure successful Lead to Order opportunity management throughout the sales cadence process.

This role calls for proactive, detail-focused professionals with exceptional communication skills, capable of engaging effectively across all levels of the organization. Ideal candidates thrive on solving complex problems, excel in fostering cross-team collaboration, and are driven to deliver impactful results.

Essential Functions

• Management of Salesforce (SFDC) opportunities from Pipeline to Close. Includes: Updating of Stages and Forecast Category, Adding/Updating of Products and Revenue Allocation, producing pricing support documents, and processing deals with finance.
• Assisting in preparing templates for Statements of Work and initial Contract submissions.
• Coordination of Professional Services Automation (PSA) platform. Includes: Coordinating Pricing Assistants for Resource Hours and Budgets, Creating Projects and Assigning Principals in Charge and Project Managers.
• Attend pipeline calls/ team meetings with internal clients as requested and perform Salesforce and PSA updates post-call.
• Cross functional Team coordination (Business Leads, Contracting, Finance, Sales, etc.) to ensure smooth processing of opportunities.
• Continuous, pro-active coordination with internal client contacts and business personnel, to foster and maintain relationships.
• Maintain the team’s document repository making sure information are up to date.
• Accomplish other Ad-Hoc tasks, business initiatives and special projects as needed.
• Help in strategic planning and analysis with Account Managers/PICs as needed.

Qualifications

• Bachelor's Degree
• 2-3 years of experience in sales support and customer service
• Finance/Sales Operations/Customer Relationship Management background is preferred
• Strong Excel knowledge
• Preferrable with experience of Microsoft 365 applications (Outlook, Teams, SharePoint, etc.)
• SAP and SFDC or any other CRM system knowledge is a benefit
• Strong team player and accepts coaching opportunities positively
• Flexibility and willingness to join a dynamic and fast-paced working environment