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Sales / Executive Assistant (Excel Specialist)

2 weeks ago

Cathedral City, CA, United States Remote VA Full time
Sales / Executive Assistant (Excel Specialist)

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
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