CRM & Data Analytics Officer

Salary: ₱30,000 – ₱45,000 per month

About the role

The CRM & Data Analytics Officer keeps the company's CRM data accurate, well-governed, and decision-ready. This role maintains the CRM application modules, runs regular data quality checks, prepares and distributes standard revenue and retention reports, supports internal users, and delivers automations that reduce manual work. The role directly supports Sales, Finance, Legal, and Partner Success by making sure the data behind acquisition and retention targets is reliable and available on schedule.

Key responsibilities

CRM Data Quality & Governance

• Perform scheduled quality checks on acquisition data — lead, opportunity, stage, value, close date, and next-action fields.

• Perform scheduled quality checks on retention data — account ownership, renewal stage, risk level, next action, last contact, and account-health fields.

• Follow up with data owners, document corrections, and resolve or route data exceptions and discrepancies within agreed timelines.

Reporting & Analytics

• Prepare, refresh, and distribute pipeline, conversion, forecast, and new-revenue reports on the approved schedule.

• Prepare, refresh, and distribute renewal-risk and account-health reports on the approved cadence.

• Build and maintain dashboards and ad hoc analyses that surface early risks and support acquisition and retention targets.

CRM Administration & Platform Support

• Configure and maintain CRM application modules

• Maintain fields, forms, workflows, views, and templates; support customization and scripting as needed.

• Resolve CRM access, user support, reporting, and data requests within the agreed SLA.

Access Control & Operations

• Execute periodic access reviews and user onboarding/offboarding controls to protect licenses, data, and cost.

• Maintain documentation for processes, data definitions, and standard reports.

Automation & Continuous Improvement

• Recommend enhancements to CRM structure and reporting that improve data reliability and turnaround time.

About you

• Completed Bachelor's Degree in Business or Operations related course

• 2+ years in an operations or equivalent role and working experience in a fast-paced environment

• 2+ years of experience in sales process automation (preferably as CRM administrator but not required) and other advanced functionalities

• Strong spreadsheet and data-handling skills (Excel or Google Sheets — pivot tables, lookups, formulas, basic dashboards)

• Solid analytical thinking and a strong data-accuracy / attention-to-detail mindset

• Ability to translate stakeholder requests into clear reports and data solutions

• Reliable, organized, and able to meet recurring deadlines and SLAs

• Familiarity with Linux, Javascript, and Google Appscript

• Experience with a no-code/low-code CRM or database platform (Kintone, Salesforce, HubSpot, Zoho, or similar)

• Scripting knowledge (JavaScript) for CRM customization and SQL for querying and data extraction