Sales Administrative Assistant
Remote Position, Home-Based; Part-Time, UT Applicants Only.

About Us

LedgerGurus is a virtual, outsourced accounting firm headquartered in Utah providing full-service accounting to growing businesses. We provide each client with an accounting specialist and manager to do bookkeeping, payroll, invoicing, bill payments, budgeting, financial analysis, etc. We provide growing businesses with relief from accounting headaches and help them be successful. We specialize in accounting for eCommerce businesses. We believe in job flexibility and provide employees an opportunity to apply their expertise without going into an office.

Job Description

The Sales Admin Assistant works with the sales and marketing teams and is responsible for providing outstanding customer service and support through all levels of the sales process. A successful candidate should pay attention to detail, have exceptional organization and communication skills, willingness to learn, and ability to meet deadlines with a strong desire to grow within the company. This position is a remote, work-from-home job that requires occasional travel to events to help the admin team throughout the year. Candidates must be willing to work a minimum of 15-20 hours a week, but workload will vary from week to week. These are flexible work hours – however, the assistant will need to be responsive during the day to incoming emails, appointments, and requests.

Job Duties:

  • Participate in lead generation activities; this would include screening potential clients
  • Able to work in CRM to keep data accurate and clean
  • Assist in creating client proposals
  • Manage week-end and month-end reporting
  • Attend regular team meetings
  • Ensure the sales pipeline is up to date and accurate
  • Assist with general administrative duties
  • Assist with the process to internally set up a new client
  • Manage email for supported managers
  • Set up follow-up appointments with potential clients; may occasionally meet with clients as needed
  • Maintain client paperwork and spreadsheets
  • Respond in a timely, professional manner to client and manager questions and requests
  • Master necessary software to complete work
  • Assist in writing post-event (webinars, summits, etc.) surveys and e-mail campaigns, then analyze results
  • Schedule and coordinate joint-webinars with other companies
  • Aid in onboarding new clients
  • Research and propose events for LedgerGurus to attend/speak
  • Ability to attend events with the sales and marketing team (mostly in Utah county/Salt Lake county)
  • At events help with set up, take down, talk to prospective clients about services and other various responsibilities
  • Assist in improving the process of how leads move through the sales process

Skills and Abilities:

  • Accuracy, efficiency, and attention to detail
  • Self-motivated, proactive, and forward-thinkin
  • Great organizational skills
  • Takes ownership and accountability for work and deliverables
  • Professional verbal and written communication skills
  • Foundational computer and Microsoft Office suite knowledge
  • Can learn new applications quickly
  • Manages time effectively, especially in a remote working environment
  • Able to meet deadlines while working independently
  • Works with honesty and integrity
  • Gets along well with others and builds relationships effectively

Benefits and Perks:

  • Part-Time paid time off
  • 100% remote environment
  • Flexible schedule
  • Opportunities to grow and evolve
  • Fantastic company culture
  • Work autonomously

Education and Experience:

  • 1-2 years professional office experience
  • Preferred: Experience in sales or as administrative assistant