Sales Office Administrator & Quickbooks Pro

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.

• 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 Docu Sign & 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

• 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 Quick Books, 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.