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salesforce excel macros pivot tables vlookups📋 Description
- Prepare quotes, financial analyses and proposals
- Liaise between Sales and Underwriting during quoting
- Coordinate provider and PBM searches with network and PBM partners
- Use Salesforce to enter, analyze and report quoting data
- Collect materials for review during quoting and renewal
- Ensure materials are up-to-date and stored in shared folders
🎯 Requirements
- Bachelor's degree or 4+ related experience
- Proficiency in Excel including pivot tables, macros, functions, vlookups
- High degree of organization, accuracy and detail-orientation
- Resourceful, driven and resilient attitude
- Thrive in a fast-paced environment with tight deadlines
- Excellent written and verbal communication skills
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