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Sales Assistant and Excel Specialist

Remote VARemote — Philippines
Remote Full-time

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Experience Level

Entry Level

Qualifications

QualificationsDemonstrated expertise in Microsoft Excel (formulas, pivot tables, charts, data validation)Familiarity with Pipedrive CRM is a significant advantageExperience or knowledge of Dodge Construction Central is beneficialStrong attention to detail coupled with excellent organizational abilitiesOutstanding verbal and written communication skillsCapability to multitask and prioritize in a dynamic work environmentComfortable working independently as well as collaboratively within a teamHigh school diploma or equivalent is required; an associate or bachelor’s degree is preferred

About the job

Job Title: Sales Assistant and Excel Specialist

Location: Remote

Employment Type: Full-time

Department: Sales / Operations

We are on the lookout for a meticulous and technologically adept Excel Specialist/Sales Assistant to enhance our sales operations and data management initiatives. The ideal candidate is expected to have exceptional Excel proficiency, a proactive mindset, and the capability to aid in CRM and construction lead tracking. This position is crucial in optimizing workflows, ensuring precise record-keeping, and supplying the sales team with actionable insights.

Key Responsibilities

  • Manage and refresh sales tracking spreadsheets and dashboards utilizing advanced Excel functions (e.g., VLOOKUP, pivot tables, conditional formatting)
  • Assist in organizing leads, contacts, and deal pipelines within Pipedrive CRM
  • Provide support to the sales team with data entry, reporting, and follow-up coordination
  • Track and retrieve project data from Dodge Construction Central or similar platforms
  • Compile sales reports, forecasts, and performance summaries
  • Collaborate with internal teams to guarantee timely and accurate communications
  • Execute administrative tasks including scheduling, email correspondence, and document preparation

About Remote VA

Remote VA is a leading provider of virtual assistance services, dedicated to helping businesses optimize their operations and achieve their goals through skilled professionals working remotely.

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