As a Sales Administrative you will play a critical role at Jambrina CPA, ensuring that opportunities are properly managed throughout the sales workflow and assisting with marketing campaigns. You will support Account Managers in completing the sales lifecycle and ensuring a smooth transition to the service teams. This role is particularly client-facing, with the responsibility of maintaining a proactive relationship with clients.
Key Responsibilities
- Maintain and update CRM data, including account types and client records
- Assist in preparing deals, advancing sales activities, and delivering quotes
- Manage the Leads Inbox, ensuring timely follow-ups on inquiries
- Research and suggest quotes for Google Ads and Meta marketing campaigns
- Ensure all client contact and billing information is accurately recorded
- Work closely with technical teams to assess client needs effectively
- Assist with projects related to the company’s intranet webpage
- Coordinate onboarding with department managers
- Create and update records for sales and post-sales activities
- Set up and maintain client payment methods in the CRM
- Support the offboarding process, ensuring proper record updates and billing review
- Maintain accurate task tracking and update IT systems accordingly
- Participate in special projects as needed
Qualifications
- Associate’s degree in Business Administration or a related field
- Minimum 1 years of experience in a sales or administrative role
- Experience working with CRM systems is a plus
- Bilingual: English and Spanish
Job Type: Full-time
Pay: $16.00 - $18.00 per hour
Work Location: In person
