Sales Operations Specialist

IDC Market Research (M) Sdn Bhd; Manila; On-site; PHP 450,000 - 750,000; Full time

Job summary

IDC Market Research (M) Sdn Bhd in Manila seeks a Sales Operations Specialist – APAC to support regional sales performance through forecasting, pipeline analysis, and data-driven reporting.

The role requires proficiency in Salesforce and Excel, ability to manage recurring reports with minimal supervision, and strong analytical and communication skills to translate data into actionable insights.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Operations, Information Systems, or a related field or equivalent practical experience.
• 2-5 years of experience in Sales Operations, Revenue Operations, Business Analytics, Commercial Operations, Financial Analysis, or a related analytical role.
• 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.

Responsibilities

• 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.

Skills

Excel

Pivot Tables

XLOOKUP/VLOOKUP

Salesforce

Data analysis

Reporting automation

Forecasting

Pipeline analysis

Education

Bachelor's degree in Business/Finance/Economics/Operations/Information Systems

Tools

Salesforce

Job description

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.

Key responsibilities

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.

About you

Bachelor's degree in Business, Finance, Economics, Operations, Information Systems, or a related field or equivalent practical experience.

2-5 years of experience in Sales Operations, Revenue Operations, Business Analytics, Commercial Operations, Financial Analysis, or a related analytical role.

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.

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.