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
