Sales Office Administrator, QuickBooks Pro

Job Description:

• 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.
• 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.
• 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.
• 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.

Requirements:

• 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.

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