Sales Assistant/ Excel Specialist
🧾 Job Title: Excel Specialist / Sales Assistant
📍 Location: Remote
🕒 Employment Type: Full-time
💼 Department: Sales / Operations
📝 Job Summary
We are seeking a detail-oriented and tech-savvy Excel Specialist/Sales Assistant to support our sales operations and data management processes. The ideal candidate will possess strong Excel skills, a proactive attitude, and the ability to assist in CRM and construction lead tracking. This role is pivotal in streamlining workflows, maintaining accurate records, and supporting the sales team with actionable insights.
🎯 Key Responsibilities
- Maintain and update sales tracking spreadsheets and dashboards using advanced Excel functions (e.g., VLOOKUP, pivot tables, conditional formatting)
- Assist in managing leads, contacts, and deal pipelines within Pipedrive CRM
- Support the sales team with data entry, reporting, and follow-up coordination
- Monitor and extract project data from Dodge Construction Central (or similar platforms)
- Prepare sales reports, forecasts, and performance summaries
- Collaborate with internal teams to ensure timely and accurate communication
- Perform administrative tasks including scheduling, email correspondence, and document preparation
✅ Qualifications
- Proven proficiency in Microsoft Excel (formulas, pivot tables, charts, data validation)
- Familiarity with Pipedrive CRM is a strong advantage
- Experience or exposure to Dodge Construction Central is a plus
- Strong attention to detail and organizational skills
- Excellent written and verbal communication
- Ability to multitask and prioritize in a fast-paced environment
- Comfortable working independently and as part of a team
- High school diploma or equivalent required; associate or bachelor’s degree preferred