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Supply Chain Operations & Data Support Virtual Assistant

๐Ÿ•’ 28 days ago
Microsoft ExcelClickupSharepointOnedrive
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๐Ÿ“œ Description

  • 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 and other tools.
  • Support data analysis that converts complex datasets into actionable information.

๐Ÿ› ๏ธ Requirements

  • Advanced Microsoft Excel experience required
  • ClickUp or more advanced project management tool experience required
  • SharePoint and OneDrive experience strongly preferred
  • Forecasting and reporting experience preferred
  • Microsoft 365 experience preferred
  • Strong written and verbal English communication skills
  • Experience building KPI dashboards and management-level data summaries preferred
  • Strong data validation and quality-control skills, with the ability to identify anomalies or inconsistencies in spreadsheets
  • Ability to maintain data traceability and verify AI-generated or automated outputs against original source data
  • Ability to transform complex datasets into simplified, actionable insights for account managers and other business users

โœจ Benefits

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
Full job description

APPLICATION INSTRUCTIONS: If youโ€™ve already completed the 20four7VA Recruiting Processโ€”including the Final Interviewโ€”or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If youโ€™ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

๐Ÿ’ก Quick Tip: Upload your resume firstโ€”this will automatically populate most of the fields in the application form. Let the magic happen!

If you're interested in this opportunity, click APPLY TO POSITION to proceed.

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Title: Independent Contractor โ€“ CPT-11392 Supply Chain Operations & Data Support Virtual Assistant/Business Support VA/Junior-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing global sourcing and supply chain company serving large wholesale distributors is seeking a highly organized and analytical Virtual Assistant to support data-heavy operational workflows, project coordination, and account management.

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.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Excel & Data Support

  • 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
  • Develop and improve client-facing spreadsheet templates that present pricing, cost, savings, and related information from suppliers or foreign factories in a clear and professional format
  • Create summary/management views that highlight key findings and trends while maintaining supporting detail that allows users to trace results back to the underlying data
  • Validate data outputs and double-check calculations for accuracy before information is presented internally or to clients
  • Maintain clear source-data traceability when using AI or other tools so that calculations and outputs can be verified against the original data
  • Standardize spreadsheet structures and templates across clients and projects while accommodating differences in product specifications and available data
  • Build KPI dashboards and simplified data views to help account managers identify product-category trends, including month-over-month increases or decreases
  • Support data analysis that converts complex or large datasets into concise, actionable information for account managers and other non-data-focused users
  • Develop or maintain spreadsheet-based risk analysis for order and delivery timelines, including identifying potential inventory shortages based on changing production and delivery schedules

Supply Chain & Account Support

  • 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
  • Support calculations and analysis involving supplier pricing, freight costs, tariffs, duties, and estimated client savings
  • Support the preparation of recommended order quantities, production plans, and reorder analysis using client demand and sales-history data
  • Work with data received from multiple sources, including clients, suppliers, factories, and international partners, and ensure the information is organized consistently for analysis and reporting

Project & Systems Support

  • 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.


Skills

The Contractor must demonstrate proficiency in the following, depending on the Clientโ€™s 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
  • Experience building KPI dashboards and management-level data summaries preferred
  • Strong data validation and quality-control skills, with the ability to identify anomalies or inconsistencies in spreadsheets
  • Ability to maintain data traceability and verify AI-generated or automated outputs against original source data
  • Ability to transform complex datasets into simplified, actionable insights for account managers and other business users
  • Experience standardizing inconsistent or non-standardized datasets and spreadsheet structures preferred
  • Ability to work with data from multiple sources while maintaining accurate separation and organization of client information

IDEAL CANDIDATE PROFILE

  • 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
  • Naturally inclined to question and investigate data that appears inconsistent, unusual, or incorrect rather than simply accepting the output
  • Able to balance detailed data work with the ability to identify and communicate the most important findings
  • Comfortable working with incomplete, inconsistent, or differently structured datasets and developing practical ways to standardize them
  • Able to create business-facing outputs that make complex data easy for account managers and clients to understand
  • Comfortable taking on varied operational and analytical responsibilities as the company's systems and processes continue to evolve

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Microsoft Excel โ€“ Advanced
  • ClickUp
  • Microsoft SharePoint
  • Microsoft OneDrive
  • Microsoft 365
  • Microsoft Copilot


Work Schedule

  • Contracted Hours per Week: 20 Hours
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: 8:00 AMโ€“12:00 PM Eastern Time
  • The schedule may be adjusted as client needs evolve, subject to mutual agreement and appropriate notice

Note: The Company will make reasonable efforts to align the Assigned VAโ€™s schedule with the Clientโ€™s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Business Support
  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior, and Advanced Level
  • Contracted Hours per Week: 20 hours/week
  • Daily Working Time: 8:00 AMโ€“12:00 PM Eastern Time
  • Scheduled Working Days: Monday-Friday
  • REPORTING TO/POC: To Be Determined
  • Number of VAs: 1
  • GENDER PREFERENCE: None
  • LANGUAGES SPOKEN/PREFERENCE: English
  • ACCENT PREFERENCE: Level A-C (Strong English Communication Required)
  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!

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