Sales Assistant (Excel – VLOOKUP & Pivot)
We are seeking a highly detail-oriented
Sales Assistant with advanced proficiency in Microsoft Excel, particularly in
VLOOKUP and
Pivot Tables, to support our sales operations. The ideal candidate will play a key role in managing sales data, preparing reports, and ensuring smooth coordination between sales teams and clients. Familiarity with
Pipedrive CRM and experience in the
construction industry is strongly preferred.
Key Responsibilities
- Maintain and analyze sales data using advanced Excel functions (VLOOKUP, Pivot Tables, conditional formatting).
- Generate accurate sales reports, forecasts, and performance dashboards.
- Support sales team with data-driven insights to improve efficiency and client engagement.
- Manage and update customer records in Pipedrive CRM.
- Assist in tracking construction-related opportunities using Dodge and other industry tools.
- Coordinate with internal teams to ensure timely follow-up on leads, proposals, and contracts.
- Provide administrative support including documentation, scheduling, and communication with clients.
Qualifications
- Education: Bachelor's degree in Business Administration, Marketing, or related field preferred.
- Technical Skills:
- Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, data validation, formulas).
- Familiarity with Pipedrive CRM.
- Knowledge of Dodge construction platform is an advantage.
- Experience:
- Minimum 2–3 years of experience in a sales support or data analysis role.
- Background in construction or related industries preferred.
