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Data Specialist

Data Specialist

Sotbella

4 years

0 Lacs

noida uttar pradesh india

Posted:1 day ago| Platform:

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Skills Required

data excel support reports management crm pricing pivot power query macros analysis marketing integrity segmentation targeting development automate salesforce hubspot visualization tableau communication erp sql scripting saas manufacturing logistics

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Data & Excel Specialist – B2B Operations

Location:

Job Type:

Department:

Reports To:

Job Summary:

Data & Excel Specialist

Key Responsibilities:

Manage and organize large sets of B2B data including leads, accounts, pricing, and product information.
Use
advanced Excel skills
(pivot tables, VLOOKUP/XLOOKUP, Power Query, macros, etc.) for data analysis and reporting.
Create and maintain dashboards, reports, and data trackers for internal teams (sales, marketing, finance).
Ensure data integrity and accuracy across CRM systems and internal databases.
Assist in lead segmentation, targeting, and campaign performance analysis for B2B sales efforts.
Support the sales and business development teams with custom reports, pricing sheets, and customer data.
Clean, validate, and consolidate data from multiple sources.
Work cross-functionally to streamline processes and automate repetitive data tasks.
Identify data trends, anomalies, and opportunities for operational improvement.

Qualifications:

Bachelor’s degree in Business, Data Science, Information Systems, or a related field.
2–4 years of experience in a data-heavy role, preferably in a
B2B environment
.
Expertise in Microsoft Excel
is a must (including advanced formulas, data tools, and automation).
Familiarity with CRM platforms (e.g., Salesforce, HubSpot, Zoho) and data visualization tools (Power BI, Tableau, or Google Data Studio) is a plus.
Strong analytical thinking and attention to detail.
Excellent organizational and communication skills.
Ability to manage multiple data projects with tight deadlines.

Nice to Have:

Experience working with ERP systems or business intelligence tools.
Knowledge of SQL or scripting for data transformation.
Understanding of B2B sales cycles, lead management, and revenue reporting.
Experience in SaaS, manufacturing, logistics, or other B2B industries.

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