Sales Office Administrator & Quickbooks Pro Job at LANgineers, San Francisco, CA

  • LANgineers
  • San Francisco, CA

Job Description

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.

Responsibilities

  • 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 DocuSign & 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

Basic Skills/Qualifications

  • 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.

LANgineers is a privately owned company founded in 1993. We are a Cloud Hosted VoIP Provider offering services mainly in the US. We also offer IP Video Security and ISP Services in places where the major carriers have nothing or limited services. Our cloud-hosted phone service has a feature-rich platform. Some examples: An AI feature we call sentiment analysis to characterize a caller's satisfaction with our customer's agents. We can securely capture a caller's credit card information for Merchant Card Processing without exposing the payment info to the customer's agents. We also offer 100% WiFi, cell phone, and mobile data coverage even when users outside the customer's campus only have 1 bar of service. We are uniquely differentiated from competitors in the marketplace in that we offer Unlimited Features to our customers at a simple flat-rate price. Our solution is constantly advancing with the changing environment.

Join a growing company with a fast-paced and engaging work environment that encourages team members to reach their full potential. We promote a culture of excellence that celebrates diversity, innovative thinking, and dedication to consistently exceeding client expectations.

Job Tags

Price work, Full time, Work at office

Similar Jobs

Marshall & Sterling Inc

Client Service Specialist- Commercial Lines Job at Marshall & Sterling Inc

 ...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid Middletown Office - Middletown...  ...on integrity, impact, and people-first values. Your ideas matter, your...  ...role in supporting clients in either personal or commercial insurance, collaborating... 

Proman Staffing

CNC Mill Setup Job at Proman Staffing

 ...Job Description Job Description seeking an experienced CNC Mill Set-Up Programmer to join our Plant 3 team on 1st shift. This role programs, sets up, and operates horizontal CNC milling equipment to produce precision-machined turbine and power generation components... 

Staff My Agency

Licensed Insurance Sales Representative Job at Staff My Agency

 ...Licensed Insurance Sales RepresentativeLauren Peart - State Farm Agency, located in Glen Head, NY is seeking a highly motivated Sales Representative- State Farm Team Member who thrives in a fast-paced environment. The ideal candidate is confident in outbound sales, relationship... 

Lauren Peart - State Farm Agency

Licensed Insurance Sales Representative Job at Lauren Peart - State Farm Agency

 ...Licensed Insurance Sales Representative Lauren Peart - State Farm Agency, located in Glen Head, NY is seeking a highly motivated Sales Representative- State Farm Team Member who thrives in a fast-paced environment. The ideal candidate is confident in outbound sales,... 

Transco Lines

CDL A Team Drivers - Limited Time $40,000 Sign-On - Carter - OK Job at Transco Lines

Hiring CDL-A Truck Drivers TEAM PAY THAT LEADS THE PACK Earn up to $289,000 per team annually* START STRONG Earn a $40,000 Sign-On Bonus per Team for a limited time.* MODERN FLEET. MAXIMUM MILES Average truck age just over 1 year - no inward-facing...