About this role
🧾 Job Title: Excel Specialist / Sales Assistant📍 Location: Remote🕒 Employment Type: Full-time💼 Department: Sales / Operations
📝 Job SummaryWe 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 ResponsibilitiesMaintain 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 CRMSupport the sales team with data entry, reporting, and follow-up coordinationMonitor and extract project data from Dodge Construction Central (or similar platforms)Prepare sales reports, forecasts, and performance summariesCollaborate with internal teams to ensure timely and accurate communicationPerform administrative tasks including scheduling, email correspondence, and document preparation
✅ QualificationsProven proficiency in Microsoft Excel (formulas, pivot tables, charts, data validation)Familiarity with Pipedrive CRM is a strong advantageExperience or exposure to Dodge Construction Central is a plusStrong attention to detail and organizational skillsExcellent written and verbal communicationAbility to multitask and prioritize in a fast-paced environmentComfortable working independently and as part of a teamHigh school diploma or equivalent required; associate or bachelor’s degree preferred