Sales Office Administrator Quickbooks Pro

LANgineers; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

A cloud-based telecommunication company is seeking an experienced Executive Assistant to manage clerical tasks, support customer onboarding, and assist with billing. The ideal candidate will have at least 2 years of administrative experience, strong communication skills, and the ability to work independently. This role offers a fast-paced work environment focused on excellence and innovative thinking.

Qualifications

• Prior office experience required.
• Minimum of 2 years of experience as an administrative assistant.
• Ability to handle multiple tasks while maintaining excellent customer service.

Responsibilities

• Make intro calls to new customers and collect required information.
• Send sales-dictated proposals to prospects.
• Provide a high level of customer service.

Skills

Customer service

Office experience

Data entry

Organizational skills

Communication skills

Proactivity

Tools

QuickBooks

MS Word

Excel

Outlook

Job description

At LANgineers, we are looking for an experienced Executive Assistant who will provide support with clerical tasks, ensuring all related corporate procedures are well-organized and performed on time. A successful candidate should be able to act proactively and without guidance while understanding the company's needs and adhering to its policies.

Responsibilities

• New Customer Turn-Up:

  • Make the intro call to the customer and collect all required information.
  • Serve as the contact point for the new customer and provide install progress reports.
  • Schedule the install tech and arrange the install time with the customer.
  • Moderate tasks in every new customer template.
  • Call the customer to collect a list of their published phone numbers and other necessary information.
  • Collect the COB (Copy of Bill) from the customer.
  • Port in new customer numbers.

• Sales Assistance:

  • Send sales-dictated proposals to prospects.
  • Verify the normalized prospect address with the USPS database.
  • Confirm the legal business name with the Secretary of State (SOS) and the DBA name.
  • Check the 401K database for the Employer Identification Number (EIN).
  • Create and send sales orders to prospects via DocuSign & Adobe ESign.
  • Run customer portfolio reports and generate lists of customers up for renewal.

• Billing:

  • Verify that the new customer seat count matches the signed sales order.
  • Process and maintain sales files.
  • Update the “sold” list to track sales and agent commission payouts.
  • Update the list with Firm Order Commitment (FOC) dates.
  • Create bill transactions for agent work hours.
  • Create a new invoice for the Credit team to fund the deal.
  • Interact with finance banks.
  • Create a new invoice for the customer's first month.
  • Create a monthly memorized invoice for ongoing customer billing.
  • Generate reports.

• Customer Support:

  • Provide a high level of customer service.
  • Answer inbound phone calls and redirect callers as needed.
  • Moderate customer support tickets to maintain quality care through constant contact with customers.
  • Schedule customer appointments, including:
    • Moves
    • New installs
    • Repairs
    • Training

Basic Skills/Qualifications

• Prior office experience required.
• Minimum of 2 years of experience as an administrative assistant.
• Minimum of 2 years of experience demonstrating accurate data entry.
• Minimum of 1 year of experience utilizing QuickBooks, MS Word, Excel, Outlook, and the Internet.
• Highly detail-oriented.
• Minimum of 1 year of general administrative experience.
• Desire to promote Best Practices.
• Ability to handle multiple tasks and coordinate various assignments while maintaining poise and excellent customer service.
• Ability to be proactive and work independently.
• Strong organizational, time management, and communication skills.
• Strong math and/or accounting skills preferred.

LANgineers is a privately owned company founded in 1993. We are a Cloud Hosted VoIP Provider offering services mainly in the US. We also offer IP Video Security and ISP Services in places where the major carriers have nothing or limited services. Our cloud-hosted phone service has a feature-rich platform. Some examples: An AI feature we call sentiment analysis to characterize a caller's satisfaction with our customer's agents. We can securely capture a caller's credit card information for Merchant Card Processing without exposing the payment info to the customer's agents. We also offer 100% WiFi, cell phone, and mobile data coverage even when users outside the customer's campus only have 1 bar of service. We are uniquely differentiated from competitors in the marketplace in that we offer Unlimited Features to our customers at a simple flat-rate price. Our solution is constantly advancing with the changing environment.

Join a growing company with a fast-paced and engaging work environment that encourages team members to reach their full potential. We promote a culture of excellence that celebrates diversity, innovative thinking, and dedication to consistently exceeding client expectations.