Supply Chain Operations & Data Support Virtual Assistant

Job description

About this role

The primary need is an individual with advanced Microsoft Excel skills who can take spreadsheet, reporting, forecasting, and operational work off senior leadership. The VA will also work within ClickUp, SharePoint, and OneDrive to help organize projects, information, and recurring workflows. Supply chain or logistics experience is a plus but not required. The ideal candidate is analytical, comfortable solving problems independently, and capable of becoming a long-term operational resource as the company grows.

Responsibilities

• Build, format, maintain, and improve Excel spreadsheets
• Organize and analyze operational, order, pricing, and client data
• Assist with forecasting and client reporting
• Consolidate information into organized reports and trackers
• Help improve spreadsheet workflows using Excel, Copilot, and other available tools
• Assist with order, product, supplier, and client information
• Support account managers with forecasts, reports, and data requests
• Maintain accurate operational records and project information
• Assist with tracking longer-term sourcing and delivery workflows
• Support additional supply chain and operational projects as assigned
• Maintain tasks, projects, and follow-ups within ClickUp
• Organize files and shared information within SharePoint and OneDrive
• Track deadlines and outstanding action items
• Assist with documentation and workflow organization
• Participate in internal or client meetings as responsibilities expand
• Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Qualifications and requirements

• Advanced Microsoft Excel experience required
• ClickUp or more advanced project management tool experience required
• SharePoint and OneDrive experience strongly preferred
• Supply chain, logistics, wholesale distribution, operations, or project support experience a plus
• Forecasting and reporting experience preferred
• Microsoft 365 experience preferred
• Microsoft Copilot or similar AI tool experience is a plus
• Strong written and verbal English communication skills
• Highly proficient and efficient with Microsoft Excel
• Analytical and comfortable working with complex business data
• Organized, detail-oriented, and process-driven
• Strong problem-solving skills
• Proactive and capable of working independently
• Comfortable learning a specialized supply chain business
• Interested in using AI and technology to improve workflows
• Able to grow into supporting multiple account managers and client accounts