Job Title: Sales / Executive Assistant (Excel Specialist)

Location: Remote (Philippines preferred)

Employment Type: Full-time

Job Description

We are looking for a proactive and detail-oriented Sales/Executive Assistant to support our sales operations and executive team. This role requires advanced Excel skills, including VLOOKUP and Pivot Tables, to manage data, generate reports, and streamline workflows. The ideal candidate will be highly organized, tech-savvy, and capable of handling confidential information with discretion.

Key Responsibilities

Assist executives with calendar management, email correspondence, and meeting coordination
Prepare and analyze sales reports using Excel (VLOOKUP, Pivot Tables, charts)
Maintain CRM records and update client databases
Support lead generation, follow-ups, and pipeline tracking
Coordinate with internal teams to ensure timely delivery of sales materials and updates
Draft professional documents, proposals, and presentations
Handle administrative tasks such as travel arrangements, expense tracking, and file organization

Qualifications

Education & Experience

Bachelor's degree in Business Administration, Marketing, or related field
Minimum 2 years of experience in sales support, executive assistance, or administrative roles

Technical Skills

Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, conditional formatting)
Familiarity with CRM platforms (e.g., Zoho CRM, Pipedrive, Salesforce)
Experience with productivity tools (Google Workspace, Microsoft 365, ClickUp, Zoom)
Strong data entry and reporting skills

Soft Skills

Excellent verbal and written communication
High level of discretion and professionalism
Strong organizational and time management abilities
Problem-solving mindset with 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

Sales Executive Assistant

Sales / Executive Assistant (Excel Specialist)