Sales Operations Analyst - Philippines at Traild Software

, , Philippines -

Full Time

Start Date

Immediate

Expiry Date

10 Sep, 26

Salary

0.0

Posted On

12 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Data Analysis, HubSpot, Microsoft Excel, Sales Reporting, Lead Management, Process Documentation, AI Tool Utilization, SOP Writing, Pipeline Management

Industry

Financial Services

Description

Traild: Who are we? Traild is a high-growth SaaS company redefining how finance teams operate, combining AI, automation, and payments infrastructure to power the future of B2B finance. Every year, businesses lose billions to fraud, errors, and mistakes. Traild exists to solve this at scale, helping finance teams move faster, stay in control, and operate with confidence. With rapid customer growth, global expansion across APAC, North America and EMEA, and continued investment in product innovation, we are at a defining stage of our journey. This is an opportunity to help shape the next category leader in finance automation, control and security, building technology that transforms how businesses manage, move, and protect money. At the core of this is a powerful AI-driven platform, enabling finance teams to deploy intelligent agents that do the work, surface risk in real time, and continuously improve how financial operations run. Traild is building the infrastructure behind modern finance, protecting and powering meaningful volumes of the world’s B2B transactions. If you’re excited by high growth, real ownership, and building something that matters, Traild is the place to do the most impactful work of your career. Hear how Traild customers speak about us here [https://www.traildsoftware.com/]. Want to be part of our exciting growth journey? Sales Operations is the engine room of our go-to-market machine. As our Sales Operations Analyst, you’ll keep the pipeline clean, the reporting honest, and the GTM processes running — so Sales, Marketing, and Customer Success can move fast without things breaking behind the scenes. Reporting into the Revenue Operations team, you’ll work shoulder-to-shoulder with commercial leaders across APAC, NA, and EMEA. You’ll surface the insights that drive decisions, fix the workflows that slow people down, and make sure every lead, deal, and data point lands where it should. It’s a high-leverage seat for someone early in their career who wants real ownership and a front-row view of how a global SaaS business scales. What you’ll do * Own the data that drives revenue. Manage leads end-to-end — wash against existing records, load and enrich in CRM (Hubspot), and keep the database accurate, deduplicated, and ready for distribution. When the team asks “is this clean?”, the answer is yes because you made it so. * Be the source of truth on the numbers. Build and run sales and marketing reports from CRM and industry sources. Surface trends in lost reasons, conversion, ERP performance, and forecasting — and translate them into clear, actionable takeaways for leadership. * Close the loop on insights. Don’t just send the dashboard — drive what happens next. Distribute weekly reports to leadership, flag rep adherence issues to sales managers, and own lead distribution so opportunities never sit idle. * Keep the GTM engine running. Test sales and marketing automations and journeys in the CRM before they go live. Catch the broken handoffs, the misrouted leads, and the silent failures before they cost the business pipeline. * Give reps the inputs they need to win. Prepare customer proposals and source new lead opportunities from public data so reps spend more time selling and less time hunting. * Document how the business runs. Write clear, reusable SOPs in Confluence so processes scale beyond any one person. If you fixed it once, document it so it never breaks the same way again. * Use AI as a force multiplier. Lean on Claude and other AI tools to compress research, accelerate analysis, and automate the repeatable parts of the job. Find where AI can save the team hours and bake it into how we work. * Roll up your sleeves. At Traild’s stage, nothing is beneath you. You’ll clean a CRM field, chase down a missing data point, or jump on a call to understand a rep’s workflow if that’s what moves the needle. Who you are You’re curious, organised, and quietly relentless about getting the details right. You enjoy untangling messy data, spotting patterns others miss, and finding a better way to do something that used to take twice as long. Experience & background * Recent university or college graduate with a degree in Operations, Logistics, Business, Analytics, or a related discipline. * Comfortable in CRM platforms (HubSpot, or Salesforce) and a power user of Microsoft Office — particularly Excel, PowerPoint, and Word. * A technical or operational mindset, ideally with some exposure to Accounts Payable, ERPs, or the pace of a startup. * Strong written English and a digital native at heart. * Experience with coding languages is a plus and highly desirable. Skills & mindset * You ask “why” before “what.” When a number looks off, you trace it back to the source rather than just flagging it. * You spot patterns in messy data. Give you a list of stale leads and you’ll come back with the three reasons they stalled, not just the count. * You’d rather automate it once than do it twice. If a task takes 30 minutes a week, you’re already thinking about how to make it five. * You write to make work easier for the next person. Your SOPs, models, and notes are clear enough that someone else can pick them up cold. * You’re excited by AI and eager to find ways it can make you (and the team) faster and sharper. The perks of working at Traild * Flexibility: we offer a range of remote, hybrid, and flexible working options. * Global team: we are growing across APAC, NA, and EMEA and have team members all around the world. * We’re growing at an exponential rate — this is an opportunity to get involved with a true rocketship with all the excitement and opportunities that come with it. * Our team genuinely loves working at Traild: our 2026 eNPS score is 78, where anything above 50 is considered world-class. Please note that the final applicants for this job will be asked to consent in writing to a police check / criminal background check to the extent permitted by law in your jurisdiction of employment.

Responsibilities

Manage end-to-end lead data and CRM accuracy to support global sales and marketing efforts. Generate actionable revenue insights through reporting and optimize GTM workflows using AI and automation.