Home-Based Sales Analytics & Data Operations Team Lead
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Number of Openings: 1
Hiring Priority: Active Hiring
DCX is seeking a Sales Analytics & Data Operations Team Lead to support a U.S.-based partner by assisting with financial reporting, data management, reconciliations, and analysis.
In this role, you will play a key part in maintaining accurate financial data, supporting month-end close activities, improving reporting processes, and identifying trends within financial information. This is an excellent opportunity for someone who enjoys working with numbers, solving problems, and contributing to business operations in a fast-paced remote environment.
REQUIRED CORE COMPETENCIES
Analytical Thinking – Interprets financial data accurately to identify trends, discrepancies, and opportunities for improvement.
Attention to Detail – Maintains a high level of accuracy across spreadsheets, reports, and financial records.
Organization & Time Management – Effectively manages multiple priorities and meets recurring deadlines.
Data Management – Ensures financial data is clean, accurate, and consistently maintained across systems and reports.
Technical Proficiency – Demonstrates advanced Excel skills and adaptability with financial systems and tools.
WHAT YOU WILL DO
Recurring and Ad-Hoc Report Production
Compile and distribute recurring reports on daily, weekly, and monthly cadences using pre-built Excel templates and workflows.
Distribute reports to specified recipient lists via Outlook on documented schedules; confirm successful delivery.
Maintain a reporting calendar and proactively flag any delays, source-system outages, or anomalies.
Leverage knowledge of BMS’ data model to accurately produce ad-hoc reports on request.
Cross-System Data Validation & Reconciliation
Execute the documented Salesforce ↔ Restoration Manager ↔ Sage Intacct three-way reconciliation process, identifying and resolving:
Job records in RM with no corresponding Salesforce Contact or Account (and vice versa) or no corresponding Sage Customer
Duplicate RM or Salesforce Accounts and Contacts
SOP Adherence & Continuous Adaptation
Adapt to SOPs that change frequently. As the team automates more of the validation pipeline and as reporting requirements evolve, this role's daily work will shift — sometimes weekly. The Team Lead must be able to adapt workflows to an evolving and growing business environment.
Strategic Sales Analytics Partnership
Increase quality and quantity of Sales Analytics’ output. Identify and resolve gaps in Sales Analytics insight and opportunities to improve team processes and drive higher productivity. Be highly influential in the day-to-day work of the Sales Analytics Data Analyst.
WHAT WE LOOK FOR
Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
Experience: 1–2 years of experience in finance, accounting, financial analysis, or related roles
Language Proficiency: Strong verbal, written, and English communication skills.
Working schedule: Ability to work overnight/graveyard shifts in Philippine time or within US operating hours.
Technical Skills:
Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, Complex formulas.
Demonstrated prior experience in data reconciliation or data matching work
Demonstrated history of learning multiple business systems ( (e.g., any ERP such as NetSuite, QuickBooks, Sage; any CRM such as Salesforce, HubSpot; or any vertical-specific platform such as Restoration Manager).
Strong working knowledge of Microsoft 365: Outlook, SharePoint, OneDrive, Teams.
Industry Specific Software/Knowledge:
Experience working with data management, spreadsheets, or reporting tools
Understanding of financial reporting, reconciliations, and general accounting principles
Experience supporting month-end close activities is an advantage
Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively
WHAT WE OFFER
Salary Range: Php 57,500
Job Type: Full-time
Work Shift: 8:00 AM - 5:00 PM CST (USA)
Workdays: Monday through Friday (USA)
#DCXWorkFromHome Set-up
BENEFITS OF WORKING WITH US
Industry-leading salary packages
Permanent work-from-home setup
Company equipment provided
Government Mandated Benefits Employer Share
Internet stipends upon regularization
HMO Coverage upon regularization (with an option to enroll as early as Day 1)
PTO credits and service incentive leaves
Major spring and winter company live events
Monthly employee appreciation virtual events
Company-provided career skills training courses
A company culture focused on your personal and professional growth
WHO WE ARE
DCX stands out as a leading BPO (Business Process Outsourcing) company that takes pride in assisting growth-focused small and medium-sized businesses across the United States to discover the perfect global talent to enhance their teams.
At DCX, our core beliefs center around fostering growth and making hiring easy. We are dedicated to helping business owners, executives, and industry leaders, primarily within the promotional products industry, in their search for superstar team members.
If you are on the lookout for a company that values growth and places a strong emphasis on its people-centered culture, then DCX is the place for you. As we say around here, LET'S GROW!
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!