Administrative Assistant: Data Entry & CRM Support

Closet Works Inc; Montgomeryville, Northern (Montgomery County, KY); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

401k plan with company contribution

Ongoing training and skills developmen

Paid vacation, personal and sick days

Job summary

The Closet Works, Inc. is seeking a detail-oriented administrative professional to manage customer files both physically and digitally, and to support the sales team with data entry into QuickBooks, Excel, and CRM systems.

You will create and maintain Excel reports, process payments through the online portal, handle calls and emails to schedule in-field appointments, and organize documents on the network and QuickBooks. Strong attention to detail and a proactive, learning mindset are essential.

Qualifications

• Strong communication and listening skills.
• Meticulous attention to detail.
• Ability to multi-task and prioritize.
• Willingness to learn.
• Knowledge of Excel and QuickBooks (strongly preferred).
• A motivated, self-starter work ethic.

Responsibilities

• Physical and digital customer file maintenance.
• Data entry into QuickBooks, Excel and CRM system
• Creating and maintaining Excel reports
• Processing payments in online payment portal
• Field incoming telephone calls and assist caller or route calls appropriately
• Responding to incoming emails and calls to set appointments for in-field Sales team
• Scanning paperwork and organizing appropriately on network and QuickBooks

Skills

Strong communication

Meticulous attention to detail

Multi-tasking

Willingness to learn

Excel

QuickBooks

Tools

QuickBooks

Excel

CRM system

Job description

The Closet Works, Inc. is seeking a detail-oriented administrative professional to manage customer files both physically and digitally, and to support the sales team with data entry into QuickBooks, Excel, and CRM systems.

You will create and maintain Excel reports, process payments through the online portal, handle calls and emails to schedule in-field appointments, and organize documents on the network and QuickBooks. Strong attention to detail and a proactive, learning mindset are essential.