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
Numbers & Facts
Location
Plano, TX
Skills
Analysis Skillsunmatched
Business Analysisunmatched
Communication Skillsunmatched
Customer/Client Researchunmatched
Data Analysisunmatched
Data Formatsunmatched
Data Modelingunmatched
Data Qualityunmatched
Detail Orientedunmatched
Financial Analysisunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Visual Basic for Applications (VBA)unmatched
Pivot Tablesunmatched
Price Bookunmatched
Price Quotesunmatched
Pricingunmatched
Product Pricingunmatched
Quality Managementunmatched
Revenue Planningunmatched
Salesunmatched
Salesforce.comunmatched
Scripting (Scripting Languages)unmatched
Time Managementunmatched
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