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Salesforce Analytics

Job Type: Full time

Job Category: Analyst

Posted: 1 day ago

About The Role:

Client:  Loyalty & payment solutions company.

 About the role

You will play a key role in shaping how Salesforce is used as our core CRM across the business. You will lead the optimization and ongoing evolution of Salesforce, guiding teams on best practice, driving change, and improving efficiency, data quality, and adoption.

Working closely with Sales, Program, Finance, and Product teams, you will ensure Salesforce enables strong pipeline management, accurate forecasting, and clear commercial insight. This is a highly visible role with real influence over how the business operates and scales.

Job Description:

Key Responsibilities

• Optimising and governing Salesforce as the primary CRM for the Clients Business Rewards
• Designing and maintaining Salesforce reports and dashboards for sales, program, and executive audiences
• Driving CRM best practice, adoption, and efficient sales processes across the business
• Maintaining data quality across leads, accounts, contacts, and opportunities
• Monitoring pipeline health, stage progression, and opportunity ageing
• Producing weekly and monthly sales performance and forecast reporting
• Supporting commercial analysis across payments, program fees, and revenue

What We Are Looking For

You will likely bring

• 7+ years experience in sales analytics, revenue operations, or commercial analytics
• Advanced Salesforce reporting and dashboard capability
• Strong understanding of sales pipelines, forecasting, and revenue drivers
• High proficiency in Excel or Google Sheets
• Ability to translate complex data into clear commercial insight

Experience in high performance sales environments is highly regarded.

Work Details

• Shift: Monday to Friday: 6:00am- 3:00pm or 7:00am- 4:00pm PH Time; depending on business needs
• Location: Makati | *Work from Home Until Further Notice
• Status: Full Time Employment

Business Analyst (Contract/ Part-time)

Job Type: Contract

Job Category: N/A

Posted: 2 weeks ago

About The Role:

About the Role:

• We’re looking for a Business Analyst who can help improve and stabilize our newly built Business Data Platform. This role will work closely with our CFO to refine reporting needs, understand business requirements, and support the redesign of our backend data structures.

About the Platform

• Our data platform pulls information from Jira, Tempo, Xero, Pipedrive, and other systems into an Azure Data Warehouse using FiveTran and API connections. Power BI is used for reporting, with transformations done mainly through Microsoft Fabric Notebooks.
• The platform is functional and already used internally, but it needs clearer structure, documentation, and stronger data foundations.

Job Description:

What You’ll Do

• Work directly with the CFO to gather reporting requirements and translate them into clear specifications.
• Review current reports, data flows, and processes to identify gaps and improvement areas.
• Support the redesign of the backend data warehouse to make it scalable, reliable, and production-ready.
• Help define business logic, data needs, and reporting structures.
• Assist with short-term dashboard/report enhancements using Power BI.
• Document processes, data definitions, and reporting logic for future handover.
• Coordinate with technical resources (Data Engineer/Developer) to ensure requirements are clearly communicated and implemented correctly.

 What You Should Have

• Experience working on data-driven platforms or analytics/reporting projects.
• Ability to understand business processes across finance, resourcing, sales, and operations.
• Strong requirements-gathering and documentation skills.
• Familiarity with data modelling concepts and how business logic flows into reporting.
• Experience supporting teams using Power BI or similar tools.
• Ability to translate business questions into clear data/reporting requirements.
• Comfortable working with both technical and non-technical stakeholders.

Nice to Have

• Experience in environments using Azure Data Warehouse, Microsoft Fabric, or API-driven data integration.
• Understanding of PII, data sensitivity, and basic data governance concepts.
• Exposure to projects involving data warehouse redesign or optimization.

Data Engineer (Contract/ Part-time)

Job Type: Contract

Job Category: N/A

Posted: 2 weeks ago

About The Role:

Overview

We are seeking a Data Engineer to enhance and productionize an existing Business Data Platform that supports reporting and decision-making across finance, resourcing, sales, and product cost baselining.

The current platform integrates data from Jira, Tempo, Xero, and Pipedrive, with plans to include HR systems and GitLab. Data is ingested via FiveTran or API into an Azure Datawarehouse, and utilizes Microsoft Fabric (Lakehouse/Warehouse) and Power BI for data transformation and reporting.

The platform was initially built by non-technical staff to prove viability. It is now functional but needs to be redesigned following best practices to ensure scalability, maintainability, and cost efficiency.

Job Description:

Scope and Responsibilities

The selected consultant will:

• Review and redesign the current Azure-based data warehouse to align with best practices and production standards.
• Rebuild and optimize data pipelines for reliability, performance, and cost efficiency.
• Integrate additional data sources (e.g., HR system, GitLab) using FiveTran or direct API connections.
• Refactor and document data models, transformations, and business logic to support consistent and accurate reporting.
• Ensure existing Power BI reports remain functional and optimized during platform improvements.
• Collaborate closely with the CFO to understand reporting requirements and translate business needs into data solutions.
• Implement basic data governance practices, including handling of PII and access control.
• Produce clear technical documentation and handover materials for internal teams to manage ongoing operations.

Qualifications

Technical Skills:

• Proven experience in Azure Datawarehouse and Microsoft Fabric (Lakehouse/Warehouse)
• Strong background in data modeling, transformation, and normalization
• Experience with FiveTran and API-based data ingestion
• Skilled in Power BI, including DAX, semantic modeling, and performance tuning
• Ability to build and maintain data pipelines and orchestrate data workflows
• Familiarity with cost optimization in Azure or cloud-based data architectures.

Soft Skills:

• Strong analytical and problem-solving skills
• Ability to communicate technical decisions clearly to non-technical stakeholders
• Highly organized with a focus on documentation and maintainability
• Self-driven, able to work independently and manage deliverables with minimal supervision

Nice to Have:

• Experience integrating or reporting from Jira, Tempo, Xero, and Pipedrive
• Familiarity with financial or business reporting environment

Project Goal

• Transform an existing proof-of-concept platform into a robust, production-ready Business Data Platform that enables accurate, scalable, and cost-efficient reporting for business decision-making.