Who we are
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm headquartered in San Juan, Puerto Rico, with an office in Atlanta, GA. We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring on a highly skilled and motivated Sales Office Assistant to join our remote team!
Who you are
A top-tier administrator passionate about assisting clients with attaining the high-level service they need to operate their business effectively. The ideal candidate for this position will have expertise in sales in the accounting and tax industry; however, if you're an excellent communicator eager to convert inbound leads into lasting client relationships, you can thrive in this role which is extremely vital in our organization. This person will be the backup responder and help maintain the sales funnel.
We are looking for someone in a similar role looking for a home-based/remote opportunity who is comfortable working core Eastern standard business hours.
Compensation:

• $700 - $1,000 per month
• Opportunity to attain an annual bonus based on performance in key areas (namely, keeping the sales funnel and CRM clean, helping move stagnant deals to a positive close, and proactively identifying potential sales issues)

Our ideal candidate would be:

• A great communicator, both written and verbal
• Confident, self-motivated, and proactive by nature
• Able to predict and resolve potential issues before they arise
• Comfortable calling clients
• Skilled at gently commanding calls and encouraging decision-making
• Pleasant and have a likable personality
• Tech-savvy, including experience with Monday.com

Requirements:

• Bachelor’s in Business Administration preferred but not essential
• Comfortable speaking with clients over the phone and on Zoom
• 3+ years of experience in a similar sales administration role
• Monday.com experience is essential

Key Responsibilities:

• Assist with converting inbound leads into clients by providing insight into leads, particularly those that require support to be closed
• Be proactive in nurturing and updating the sales funnel and maintaining the CRM administrative order
• Assist with conducting discovery and sales calls, when required, via Zoom or over the phone with professionalism
• Be proactive in identifying potential sales issues
• Help move stagnant deals to a positive close
• Complete follow-up calls and emails to stagnant leads
• Assist with pricing diagnostics
• Manage the client experience, including client gifting and check-ins
• Assist with consulting projects and ad hoc tasks as needed

The Fusion CPA Way
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is to create a financial foundation & culture of accountability wherein CPAs & clients thrive together! We intend to be the CPA firm of the future.
Individuals who exhibit the following characteristics are a great cultural fit for Fusion CPA.
● Attention to Detail
The diligence we show in our work makes the work of the next person clear and clean.
● Customer Service
Understanding that our best clients are our current clients and the referrals they can give us helps us grow.
● Respect
We respect the value of everyone's time and priorities.
● Passionate
We take immense pride in our work and constantly strive to meet and exceed Fusion's expectations.
● Accountable
We hold ourselves independently accountable for the work we are entrusted with
● People
Recognize the need for both emotional stability and the desire for growth. Our people are our most valuable asset & we support them however we can.
If you are still waiting to hear back from us after two weeks of applying, please consider your application unsuccessful.
Job Type: Full-time
Education:

• Bachelor's (Preferred)

Experience:

• sales calls: 2 years (Required)
• sales administration: 3 years (Required)
• Monday.com: 2 years (Required)

Language:

• English (Required)