Sales Data

1 week ago

Makati City, National Capital Region, Philippines The Citco Group Full time
Description

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. 

For more information about Citco, please visit  

About the Team & Business Line: 

For over 75 years Citco has developed an ethos of service excellence and partnership in corporate fiduciary and administration that our clients rely upon. Through our global office network we provide a full suite of corporate administrative services to set up, administer and maintain corporate entities throughout their life cycle.

Working with our C2S team, you will work with multinationals, corporates and private clients to provide critical support that helps them meet the increasing regulatory and compliance requirements that shape the industry.

Responsibilities

Your Role: 

General Scope

  • Collaborate with C2S Leadership and cross-functional teams to improve data flows and reporting consistency.

  • Devise and execute strategic approaches, such as identifying areas for improvement and facilitating their practical implementation

  • Will manage individuals and contribute to the recruitment, appointment and induction of staff 

  • Work with other team members to perform ad-hoc tasks as deemed required by the business.

Salesforce Administration & Optimization

  • Serve as the primary administrator and subject matter expert for Salesforce.
  • Design and implement workflows, automation, and customizations to support sales processes.
  • Collaborate with stakeholders to enhance system functionality and user experience.

Data Maintenance & Integrity

  • Ensure the accuracy, completeness, and consistency of sales data across systems.
  • Develop and enforce data governance policies and best practices.
  • Conduct regular audits and cleansing of Salesforce and related databases.
  • Support data integration from other systems as necessary.
  • Monitor data flows between integrated systems and troubleshoot discrepancies.

Reporting & Analytics

  • Build and maintain dashboards and reports to support C2S Leadership and business development teams.
  • Translate raw data into meaningful insights to inform strategy and performance tracking.
  • Support ad-hoc reporting needs and provide data analysis for strategic initiatives.
Qualifications

About You:

  • Bachelor's degree in Business, Information Systems, or related field. 
  • 5+ years of experience in sales operations, CRM management, or data analytics. 
  • Proven experience managing or mentoring a team or an individual. 
  • Proficiency in Salesforce (certifications preferred). 
  • Strong analytical skills and experience with reporting tools (e.g., Power BI, Excel, Tableau). 
  • Excellent attention to detail and commitment to data quality. 

  • Strong communication and stakeholder management skills.

  • Ability to combine technical expertise with a strong understanding of C2S business development or sales operations to drive efficiency and data-driven decision-making.

  • Ability to train and support end-users on system usage and data best practices.

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