Salesforce Reports Analyst

7 days ago

Ortigas, Philippines NAIS Full time ₱240,000 - ₱480,000 per year

Main Duties and Responsibilities:

  • General analytical and administrative support surrounding data collection and analysis of customer spend data, client retention, departmental performance, and pipeline, and overall account maintenance to identify trends and opportunities.
  • Responsible for designing impactful dashboards using native Salesforce Lightning Dashboards or CRM Analytics is a plus.
  • Build and maintain trending reporting and analytics in SFDC, Tableau, and dashboards to track performance and other metrics to drive sales and operations insights (CRM Analytics is a plus).
  • Organize and document KPIs for user stories and data dependencies.
  • Produce weekly and monthly agent scorecards detailing individual agent performance against determined departmental KPIs by extracting data (from ) and producing recurring sales forecast reports on time and accurately.
  • Highlight trends and anomalies in weekly or monthly reporting and ensure the appropriate level of investigation and communication with the relevant stakeholders to recommend changes to improve performance
  • Develop custom reporting for process monitoring within the platform
  • Regularly consult with management on call center reporting best practices, strategies, and individual team performance, and make proactive recommendations for improving performance targets
  • Understanding of associated assets in the Salesforce platform, CRM Analytics, and other integrated technologies (Power BI/Tableau) to drive a cohesive 360 view of territory performance and customer insights.
  • Handle complex and varied ad-hoc reporting services for non-standard issues and analyses.
  • Develop and improve existing reports and streamline, where possible, the reporting process
  • Collaborate with the departments and clients in understanding and documenting business processes and reporting needs. Analyze and document data definitions and priorities.

Qualifications:

  • Bachelor's degree in any course relevant to the role.
  • 1-2 years of experience as a Reports Analyst.
  • 1 year of experience in reporting and analysis using Salesforce Lightning or Salesforce Classic is required.
  • Experience in Sales Analysis is required.
  • Experience in CRM Tools is a plus.
  • Experience using data and metrics to drive improvements
  • Proficiency in data manipulation and data management

Job Type: Full-time

Pay: Php30, Php40,000.00 per month

Benefits:

  • Additional leave
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Pay raise

Experience:

  • Reports Analyst: 1 year (Required)
  • Salesforce: 1 year (Required)
  • CRM Tools: 1 year (Required)

Work Location: In person

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