Sales & Operations Leader — Data-Driven Forecasting

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

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.