Sales Operations Specialist

Idc-Research-Inc.; Manila; Hybrid; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Company-wide year-end shutdown

Global Unplug Day

Hybrid or remote work options

Job summary

IDC is seeking a Sales Operations Specialist – APAC to support regional sales performance through forecasting, pipeline management, and data‑driven insights. You will collaborate with APAC Sales Leadership and Global Revenue Operations to produce, validate, and maintain recurring reports, identify risks and opportunities, and ensure Salesforce data integrity.

Responsibilities include building Excel-based models, managing dashboards, and delivering leadership‑ready analyses for monthly,

Qualifications

• Bachelor’s degree or equivalent practical experience in a related field.
• 2–5 years in Sales Operations, Revenue Operations, or related analytics role.
• Strong Excel skills: Pivot Tables, XLOOKUP/VLOOKUP, data reconciliation.
• Experience with recurring reports and dashboards; Salesforce reporting experience.
• Familiarity with Power BI or Tableau is a plus.
• Independent, detail-oriented, and able to translate data into action.
• Travel up to 10% and hybrid/remote work model

Responsibilities

• Own recurring sales reporting processes for APAC including forecast and pipeline performance.
• Extract, analyze, validate, and reconcile Salesforce data for accuracy.
• Build and maintain Excel-based reporting models and dashboards.
• Monitor pipeline health and forecast movements to identify risks and opportunities.
• Document reporting methodologies and maintain audit trails.
• Support monthly, quarterly, and annual business reviews with leadership-ready analyses.
• Collaborate cross-functionally with Sales, Revenue Operations, Finance, Marketing, and Leaders.

Skills

Pivot Tables

XLOOKUP/VLOOKUP

Data Reconciliation

Reporting Automation

Large Data Analysis

Salesforce Reporting

Power BI

Tableau

Communication Skills

Problem Solving

Education

Bachelor’s degree in Business, Finance, Economics, Operations, Information Systems, or equivalent

Tools

Salesforce

Excel

Job description

Overview

The Sales Operations Specialist – APAC supports regional sales performance through accurate forecasting, pipeline management, business reporting, and data‑driven insights. Working closely with APAC Sales Leadership and Global Revenue Operations, this role is responsible for producing, validating, and maintaining recurring business reports, identifying risks and opportunities within the pipeline, and ensuring Salesforce data integrity. The position requires strong analytical skills, proficiency in Salesforce and Excel, and the ability to independently manage reporting processes while translating data into actionable business recommendations.

What You’ll Do

• Own recurring sales reporting processes, including forecast, pipeline, bookings, attainment, and performance reporting for APAC sales leadership.
• Extract, analyze, validate, and reconcile Salesforce data to ensure accuracy and consistency across reports and dashboards.
• Build and maintain Excel-based reporting models, including Pivot Tables, lookups, reconciliations, and performance tracking templates.
• Monitor pipeline health, forecast movements, and deal progression, proactively identifying risks, trends, and opportunities.
• Maintain report documentation, source files, and audit trails to ensure reporting processes are repeatable, transparent, and transferable.
• Support monthly, quarterly, and annual business reviews by preparing leadership‑ready analyses and reporting packages.
• Partner cross‑functionally with Sales, Revenue Operations, Finance, Marketing, and Business Leaders to drive operational excellence and continuous process improvement.

What You Bring

• Education: Bachelor’s degree in Business, Finance, Economics, Operations, Information Systems, or a related field or equivalent practical experience.
• Experience: 2-5 years of experience in Sales Operations, Revenue Operations, Business Analytics, Commercial Operations, Financial Analysis, or a related analytical role. Experience supporting sales leadership through forecasting, reporting, pipeline management, or business performance analysis is highly preferred.
• Technical Skills: Strong proficiency in Microsoft Excel, including Pivot Tables, XLOOKUP/VLOOKUP, data reconciliation, reporting automation, and analysis of large datasets.
• Experience creating and maintaining recurring business reports and dashboards.
• Working knowledge of Salesforce reporting, forecasting, opportunity management, and pipeline analysis.
• Ability to independently extract, validate, summarize, and explain business data.
• Experience documenting reporting methodologies and maintaining report governance is preferred.
• Familiarity with Power BI, Copilot, Tableau, or other analytics tools is a plus.Personal Attributes:
• Strong ownership mindset with the ability to work independently and manage recurring reporting responsibilities with minimal supervision.
• Excellent problem‑solving and critical‑thinking skills.
• Ability to interpret business requirements and translate them into reporting and analysis deliverables.
• Effective communicator who can clearly explain findings, assumptions, and recommendations to non‑technical stakeholders.
• Strong attention to detail with a focus on validation, accuracy, and process documentation.
• Comfortable working in a fast‑paced environment with changing priorities and deadlines.
• Ability to independently manage recurring reporting processes, maintain supporting documentation, validate outputs against source data, and clearly explain reporting methodology and assumptions.
• Travel: Minimal travel required (up to 10%).
• Work Model: Hybrid or remote, depending on location and business needs.

Why This Role Stands Out

At IDC, your work helps shape how the world understands technology and where it goes next. You collaborate with curious, high-caliber colleagues who value rigor, integrity, and shared success. As the premier global provider of trusted technology intelligence, IDC equips business and technology leaders with the evidence they need to make confident decisions. Our insights inform strategy, investment, and innovation across industries and regions.

Recognized by IIAR as Analyst Firm of the Year for five consecutive years, IDC sets the standard for credibility and impact. With more than 1,000 analysts worldwide and a truly global perspective, we combine deep expertise with practical relevance. Here, your ideas matter, your voice is heard, and your contributions provide the insights leaders rely on every day. It is meaningful work, backed by a culture that supports growth, collaboration, and long‑term career development with a globally respected brand.

What We Offer

• Individualized Culture: An environment where you can explore new areas outside your specialty and stay engaged with work you enjoy.
• A position in a highly professional and globally respected market research and advisory firm, where initiative leading to results is rewarded
• Enjoy acompany-wide year-end shutdown to fully recharge.
• Global Unplug Day— a dedicated day for everyone to switch off

Equal Opportunity Employer

IDC is committed to providing equal employment opportunities for all qualified persons. Employment eligibility verification required. We participate in E-Verify.

If this role relocates to a different country, the salary range will be updated to reflect that country's range, rather than a currency conversion of the original range.