About the job
Job Title: Sales and Executive Assistant with Excel Expertise
Location: Fully Remote (Philippines preferred)
Employment Type: Full-time
Job Overview
Join our dynamic team as a proactive and detail-oriented Sales and Executive Assistant. You will play a crucial role in supporting our sales operations and executive team, utilizing advanced Excel skills, including VLOOKUP and Pivot Tables, to manage data, create insightful reports, and optimize workflows. The successful candidate will demonstrate exceptional organizational skills, technological proficiency, and the ability to manage confidential information with the utmost discretion.
Key Responsibilities
- Manage executives' calendars, handle email correspondence, and coordinate meetings
- Prepare and analyze detailed sales reports using Excel (VLOOKUP, Pivot Tables, charts)
- Maintain and update CRM records and client databases
- Assist with lead generation, follow-ups, and pipeline tracking
- Collaborate with internal teams to ensure timely delivery of sales materials and updates
- Draft professional documents, proposals, and presentations
- Perform administrative tasks including travel arrangements, expense tracking, and file organization
Qualifications
Education & Experience
- Bachelor’s degree in Business Administration, Marketing, or a related field
- At least 2 years of experience in sales support, executive assistance, or administrative roles
Technical Skills
- Advanced proficiency in Microsoft Excel (including VLOOKUP, Pivot Tables, and conditional formatting)
- Experience with CRM platforms (e.g., Zoho CRM, Pipedrive, Salesforce)
- Familiarity with productivity tools (Google Workspace, Microsoft 365, ClickUp, Zoom)
- Strong data entry and reporting capabilities
Soft Skills
- Outstanding verbal and written communication skills
- High level of professionalism and discretion
- Exceptional organizational and time management skills
- Analytical problem-solving mindset with a strong attention to detail
Preferred Qualifications
- Experience supporting remote teams or international executives
- Knowledge of e-commerce platforms and sales funnels
- Familiarity with automation tools (Zapier, Airtable, AppSheet)
- Ability to create dashboards and visual reports
