Sales Operations Analyst - Philippines

TRAILD: Who are we?

TRAILD is a dynamic, fast-growing SaaS company that streamlines, automates and protects Accounts Payable.

Just as your bank provides always on risk protection for your credit card, TRAILD provides a similar level of security to help businesses protect their B2B payments from fraud, errors and mistakes.

Our specialised Accounts Payable software integrates with leading business ERP systems like SYSPRO, Acumatica, MYOB, and EPICOR to help clients make their AP process more streamlined, automated and secure.

We have a rapidly growing client base, so you are about to board the rocket ship at the right time. This is an opportunity to make a real impact and with your help we can support more businesses digitise their existing operations with enhanced automation and security.

Hear how TRAILD customers speak about us here.

The Role: Want to be a part of our exciting growth journey?

We are looking for a talented, passionate, and motivated individual to join our team as a Sales Operations Analyst where you will play a critical role in the operational system of a fast growing sales and marketing team.

You will proactively work through a range of task from data/lead management, CRM (Pipedrive) processes, sales and marketing reports and standard operating procedure (SOP) document creation.

The ideal candidate will have strong computer literacy and an eagerness to improve processes and take initiative beyond assigned tasks.

Key Responsibilities

• Data Scraping: source and extract prospect or market data from public and third-party tools to build and enrich lead lists. 

• Lead & Data Management: wash and enrich leads, prepare them for distribution, load into HubSpot, and run periodic audits to ensure data accuracy and compliance. 

• Reporting & Analysis: generate sales and marketing reports, analyse lead performance (lost reasons, conversion, ERP trends, forecasting), and surface insights for leadership. 

• Operational Enablement: support lead distribution, sales adherence notifications, and preparation of weekly reporting packs for senior leadership. 

• System Support: assist in testing sales and marketing automations in HubSpot before launch. 

• Sales Support: prepare standardised customer proposals and source new lead opportunities from online channels. 

• Documentation: capture and maintain procedures in Confluence for visibility and process consistency. 

Who You Are:

• 1–3 years’ experience in data operations, sales operations, or marketing operations (B2B SaaS/tech a plus). 

• Comfortable with CRMs (HubSpot strongly preferred) and enrichment tools (Clay, ZoomInfo, Cognism, Sales Navigator). 

• Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word). 

• Analytical with a strong operational mindset; detail-oriented and comfortable working with spreadsheets and bulk data. 

• Curious and resourceful — eager to learn, ask questions, and improve processes. 

• Strong written English communication skills; confident documenting and sharing processes. 

• Thrives in a fast-moving, scale-up environment; collaborative, adaptable, and motivated to take initiative beyond assigned tasks. 

The Perks of Working at TRAILD 

• Flexibility: we offer a range of remote and flexible working options. 

• Global team: we are growing across APAC, NA and EMEA and have team all across the world. 

• We are growing at an exponential rate, this is an opportunity to get involved with a true rocketship with all the excitement and opportunities that comes with it

• Our team genuinely loves working at TRAILD: we scored a 85 on our most recent 2025 eNPS survey.  

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