Home-Based Sales Analytics & Data Operations Team Lead

Before you apply

Job source

Himalayas

Applying on

himalayas.app

Workplace

Fully remote

US state

Nationwide remote

Category

Sales

Link last checked

Not checked yet

Posted

5 hours ago

Closes

11/19/2026

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About the role

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. 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 andworkflows. 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 pipelineand as reporting requirementsevolve, 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-solvin

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