Excel Specialist / Sales Assistant

TL;DR

Excel Specialist / Sales Assistant (Sales Operations): Supporting sales operations and data management processes with an accent on spreadsheet maintenance and CRM lead tracking. Focus on streamlining workflows, ensuring data accuracy, and providing actionable insights to the sales team.

Location: Must be based in the Philippines

Company

hirify.global provides specialized virtual assistant services to support business operations.

What you will do

• Maintain and update sales tracking spreadsheets and dashboards using advanced Excel functions.
• Manage 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 construction lead platforms.
• Prepare sales reports, forecasts, and performance summaries.
• Perform administrative tasks including scheduling, email correspondence, and document preparation.

Requirements

• Must be based in the Philippines
• Proven proficiency in Microsoft Excel including formulas, pivot tables, and data validation.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to multitask and prioritize in a fast-paced environment.
• High school diploma or equivalent required.

Nice to have

• Familiarity with Pipedrive CRM.
• Experience with Dodge Construction Central.
• Associate or bachelor’s degree.