Job Description
Job Description Job Description Pay rate range - $40/hr. to $42/hr.
Schedule: Fully onsite
Job Description:
Top skills:
-Financial Analysis
-Data Modeling
-Revenue Planning
KEY RESPONSIBILITES/REQUIREMENTS:
Key Responsibilities:
• Prepare detailed quotations using templates and pricing structures
• Analyze customer requirements and specifications to determine products and pricing
• Collaborate with sales teams to gather necessary information for Quote preparation
• Utilize advanced Excel functions (e.g., formulas, pivot tables, macros) to perform complex calculations and analyze data
• Create and update opportunities, products, price books, and quotes within Salesforce
• Ensure accuracy and consistency across all quoted materials
• Communicate effectively with internal stakeholders regarding quote status updates
Qualifications:
• Proven experience working with Microsoft Excel at an expert level; proficiency in VBA programming preferred but not mandatory
• Strong understanding of Salesforce features, including opportunity management, product catalogs, and quote generation tools
• Excellent analytical abilities with attention to detail
• Ability to work independently under tight deadlines while maintaining high-quality outputs
• Effective communication skills both verbally and in writing
Skills & Tools Required:
• Advanced Excel Skills: Pivot Tables, Conditional Formatting, Data Validation, Macros/VBA scripting
• Proficient in Microsoft Office Suite (Excel, Outlook)
• Time management capabilities