Sales Data & Reporting Assistant

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TYPE OF WORK

Part Time

WAGE / SALARY

$400/month

HOURS PER WEEK

20

DATE UPDATED

Apr 27, 2026

JOB OVERVIEW

looking for a highly organized Virtual Assistant with strong Excel and data management skills to help manage and organize sales data across multiple offers and teams. You will be responsible for pulling information from our CRM, DMs, and other sources, then compiling it neatly into spreadsheets for clear reporting on both team performance and individual performance.
Responsibilities:
Collect and organize sales data from CRM, DMs, and team reports
Maintain weekly Excel spreadsheets for multiple offers (Tom’s, Keenan’s, and Jaxon’s)
Track and report on sales metrics such as:
Calls booked, showed, rescheduled, and cancelled
Close rate and show rate
Average cash collected per sale
Team vs. individual performance breakdowns
Use formulas in Excel/Google Sheets to calculate key performance metrics
Ensure data is accurate, consistent, and easy to interpret
Deliver weekly reports in a clean, professional format
Requirements:
Strong English communication skills (written and spoken)
Excellent skills with Excel/Google Sheets (including formulas, formatting, and organization)
High attention to detail and accuracy in data entry
Ability to learn and understand the sales process and key sales KPIs
Experience working with CRMs (preferred but not required — training will be provided)
Highly organized and reliable with strong time management
Nice to Have:
Previous experience supporting a sales team or doing sales reporting
Familiarity with Close.io, GoHighLevel, or similar CRMs
What We Offer:
Long-term role with growth opportunities
Ongoing training and support
Opportunity to be part of a high-performing sales team

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