Job description
***NOT REMOTE - IN OFFICE ONLY***
JOB DESCRIPTION:
A Sales Assistant's primary duty entails the administrative support to our team of Sales Representatives. This includes post-sale correspondence with clients, case support, documentation preparation, and CRM database maintenance.
This position operates in direct response to the Sales Team's needs, starting with the client on-boarding process, then facilitating the clients' transition to our back end for service fulfillment.
This role requires outstanding organizational skills, client-oriented phone etiquette, detail orientation, and advanced administrative ability.
ROLES & RESPONSIBILITIES:
- Conduct on-boarding calls for newly assigned clients
- Compose and provide all necessary on-boarding documents to newly assigned clients
- Follow-up with clients to ensure the completion and receipt of on-boarding documents
- Facilitate clients' transition from the on-boarding stage to the next given department
- Maintain case compliance by means of client correspondence and daily database review
EXPERIENCE:
- Administrative: 1 year (Preferred)
- Microsoft Office: Intermediate Skill Level (Preferred)
- Client Relations or Customer Service: 1 year (Preferred)
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Woodland Hills, CA 91367: Reliably commute or planning to relocate before starting work (Preferred)
Work Location: In person
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