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SALES AND MARKETING ASSISTANT Remote Position, Home-Based; Part-Time, UTAH 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 a bookkeeper and accounting 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 the ecommerce niche. We believe in job flexibility and provide employees an opportunity to apply their expertise without going into an office.
JOB DESCRIPTION
The Sales and Marketing 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 have attention to detail, exceptional organization and communication skills, willingness to learn, and ability to meet deadlines. This position is a remote, work-from-home job that requires occasional travel to events to help the admin team throughout the year. A candidate must be willing to work a minimum of 20-30 hours, 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:
Receive and transcribe sales notes from sales team and process the information into the sales pipeline software
Ensure the sales pipeline is up to date and accurate
Assist with general administrative duties
Draft initial proposals for the sales team
Follow sales timeline procedures to ensure paperwork is filed on time
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
Field inbound sales calls from potential clients, screen them, and determine next appropriate steps
Prepare monthly newsletter for clients
Assist in writing post-event (webinars, summits, etc.) surveys and e-mail campaigns, then analyze results
Schedule and coordinate joint-webinars with other companies
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
Update events web page (bi-monthly)
Assist in improving the process of how leads move through the sales process
SKILLS AND ABILITIES:
Accuracy, efficiency, and attention to detail
Takes ownership and accountability for work and deliverables
Professional verbal and written communication skills
Meets deadlines
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
Great project management and people skills
EDUCATION AND EXPERIENCE: