The Role
The Data Analyst will maintain data integrity in Salesforce, create reports and dashboards in Excel, streamline processes, and support sales administration.
Summary Generated by Built In
Job Summary & Responsibilities"When you join Onboard, you’re joining a team that’s transforming how essential connectivity services are delivered, managed, and supported across the real estate industry. As part of the Conservice family—the nation’s leading utility management provider—we’re backed by the strength, resources, and stability of an industry leader. That means more opportunities, more support, and a future you can build right here at home with the Onboard team you know and trust. Beyond your core responsibilities, you’ll play a critical role in helping our clients and partners fully realize the value of Onboard’s solutions. Whether you’re working behind the scenes or on the front lines, your contributions will help streamline operations, drive performance, and deliver a better experience for the residents and teams we support. Collaboration, innovation, and a commitment to service are key to success in every role at Onboard."Duties and Responsibilities
- Data & Reporting:
- Maintain accurate and up-to-date records across multiple Salesforce instances, ensuring data integrity and consistency.
- Create, update, and audit large datasets in Excel to support sales administration, pricing and research exercises, and data uploads.
- Utilize excel to modify data and import into SF. Modify and organize details to support ongoing sales opportunities.
- Develop and maintain dashboards to provide visibility into eligibility and pricing metrics
- Develop excel based financial projections upon request.
- Sales Administration Support:
- Assist with creating, reviewing, and organizing contracts and legal documentation in Salesforce and shared systems.
- Monitor contract expiration dates and proactively prepare renewal or termination documentation.
- Respond to internal sales team requests for data and documentation in a timely and professional manner.
- Support data migration, clean-up, and process standardization projects across Salesforce and Excel.
- Process & Efficiency:
- Identify opportunities to streamline workflows, automate reporting, and improve administrative processes.
- Partner with U.S.-based team members to support analysis of pricing, financial models, and proposal preparation.
- Provide accurate back-office support for the Provider Relations team, ensuring smooth handoffs and reliable documentation.
- 2k PHP monthly internet allowance
- PTO and paid holidays
- Health Insurance
- Work From Home
Preferred QualificationsQualifications
- Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, lookups, data modeling required).
- Experience working with CRM platforms; Salesforce strongly preferred.
- High attention to detail in data entry, reporting, and documentation.
- Strong organizational and time management skills, able to manage multiple priorities.
- Problem-solving mindset with ability to learn quickly and adapt to changing tools and processes.
- Strong written English communication skills for internal collaboration (no external-facing communication required).
- Experience with telecommunications, smart-home, or broadband indstries is a plus but not required.
- Experience with reporting/BI tools (thoughtspot, etc.) is a plus.
Top Skills
Excel
Salesforce
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The Company
What We Do
Conservice is the largest utility management and billing company in the United States, offering a suite of solutions developed on an industry friendly platform. These solutions include the installation of utility sub-meters, billing each resident for their individual utility usage and other monthly charges, and a utility management program that handles a client’s utility invoice process from payment of the invoices, to rate analysis and procurement. Conservice focuses on meeting the specific needs of their clients by offering fully integrated solutions that greatly reduce operating costs and promote conservation, while maintaining an unmatched level of customer service to both the customer and resident.
