Data Specialist
3 weeks ago
Job Title: Data & Excel Specialist – B2B Operations
Location: Noida
Job Type: Full Time
Department: Business Operations / Sales Support / Data Analytics
Reports To: Operations Manager / Head of Sales / Data Lead
Job Summary:
We are looking for a highly skilled Data & Excel Specialist with a strong background in B2B processes and data management. The ideal candidate is detail-oriented, analytical, and proficient in advanced Excel functions, with experience handling large datasets, maintaining CRM systems, and supporting sales or operations in a B2B environment.
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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