Sales Office Administrator, QuickBooks Pro

Vaga não está no LinkedIn

🕒 Outubro 30, 2025

🏄 California – Remoto

🏄 California – Remote

💵 $40.000 - $45.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🖥️ Administração

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LANgineers, Inc.

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 1993

📡 Telecomunicações

☁️ SaaS

🛍️ Comércio Eletrônico

Telecommunications • SaaS • eCommerce

A LANgineers, Inc. é uma empresa de tecnologia especializada em fornecer serviços de TI de alta tecnologia para empresas, incluindo design de rede de voz, internet e soluções de conectividade em nuvem. Estabelecida em 1993, a empresa oferece sistemas PBX hospedados, comunicações telefônicas VoIP, vigilância por vídeo e serviços de cobertura de dados móveis. Com forte ênfase no suporte ao cliente, a LANgineers se orgulha de oferecer assistência técnica excepcional e treinamento contínuo para garantir o sucesso do cliente.

Descrição

• 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.

🎯 Requisitos

• 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.