Sales Assistant/ Excel Specialist

Overview

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.

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 interna...