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!
A top-tier administrator with a passion for 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, then you can thrive in this role that plays an extremely vital role within our organization. This person will be the backup responder and help maintain the sales funnel.
We are looking for someone in a similar role who is looking for a home-based/remote opportunity and is comfortable working core Eastern standard business hours.
Who You Are
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)
Job Description
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
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
- 3+ years of experience in a similar sales administration role
- Monday.com experience is essential
- Comfortable speaking with clients over the phone and on Zoom
Benefits:
- We’re a fully remote team with team members located in the US, Puerto Rico, and South Africa.
- Work from wherever you have access to a fast internet connection.
- PTO: Vacation, Holiday, and Sick
Our company values are important to us and we treat each other like real people!
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is to continue creating a financial foundation & culture of accountability wherein CPAs & clients thrive together!
We are honest about our strengths, weaknesses & intentions with each other and our clients.
We align the needs and wants of both the Fusion CPA team and clients.
We take immense pride in our work and constantly strive to meet and exceed our client’s expectations.
We hold ourselves independently accountable to the work we are entrusted with.
How to apply
Submit your resume to careers@fusiontaxes.com with the email subject [your first and last name – Name of Position Resume For Fusion CPA]