International Sales Assistant

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November 20

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Solvency Now Bookkeeping Inc

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B2B • Finance • Compliance

Solvency Now Bookkeeping Inc. is a professional bookkeeping firm established in 2018, dedicated to helping small business owners effectively manage their finances so they can focus on what they love. They provide comprehensive bookkeeping services, including basic bookkeeping, payroll, bill pay services, corporate compliance, and business entity establishment. Their mission is to assist businesses in maintaining accurate and up-to-date financial records, ensuring compliance with tax regulations, and supporting business growth. Solvency Now is trusted by over 100 businesses across various industries and emphasizes a culture of quick response and meticulous attention to detail, delivering peace of mind to clients.

2 - 10 employees

🤝 B2B

💸 Finance

📋 Compliance

📋 Description

• Update and maintain CRM system and pipeline with details of all interactions with leads, including contact information, communication history, and appointment status. • Ensure all data is accurate and up-to-date to help with tracking and reporting. • Facilitate and manage all necessary paperwork and documentation once a lead agrees to move forward with the sales process, ensuring that all forms and contracts are accurately completed and submitted in a timely manner. • Qualify leads based on company criteria to ensure they are a good fit for the company’s products or services. • Ensure that Discovery Forms are filled out in service of qualifying leads. • Schedule appointments between qualified leads and the sales team or business representatives. • Coordinate and manage the calendars of the sales team to ensure appointments are set at convenient times. • Conduct follow-up calls or emails or texts with prospects who have shown interest but have not yet scheduled an appointment. • Send reminders to prospects and the sales team about upcoming meetings. • Provide regular reports to the sales team or management about the number of appointments set, the outcome of these appointments, and any feedback from prospects. • Handle inbound inquiries from potential clients and guide them through the initial stages of the sales process. • Address any questions or concerns that prospects may have before scheduling an appointment. • Work closely with the sales team to ensure that the handoff of leads is smooth and that the sales representatives have all the necessary information for their meetings. • Continuously refine scripts and outreach strategies based on the effectiveness of past campaigns. • Stay updated on the company’s products, services, and market trends to engage prospects effectively. • Make outbound calls or texts or emails to prospective clients to introduce the company’s offerings. • Use scripts or personalized approaches to engage potential clients and explain the value proposition. • Efficiently manage time to balance outbound calls, follow-ups, and administrative tasks.

🎯 Requirements

• High school diploma or associate’s degree. • Excellent communication skills and a positive attitude • Ability to write clearly and help with word processing when necessary. • Warm personality with strong communication follow up skills. • Ability to to be persistent in the face of rejection or no responses. • Ability to work well under limited supervision. • Excellent organizational and recordkeeping skills • Ability to handle stress associated with deadlines and work volume • Punctual performance of job duties • Abstinence from mind or mood altering drugs • Must be able to diffuse crisis situations if ever necessary • Flexibility in working varied hours as needed • Maintain strict confidentiality of client and Solvency Now confidential and/or proprietary information.

🏖️ Benefits

• production bonuses after a 90-day probationary period