Demo

Sales Office Administrator & Quickbooks Pro

LANgineers
san francisco, CA Remote Full Time
POSTED ON 1/2/2026
AVAILABLE BEFORE 2/1/2026

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.

Salary : $40,000 - $45,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Sales Office Administrator & Quickbooks Pro?

Sign up to receive alerts about other jobs on the Sales Office Administrator & Quickbooks Pro career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$59,158 - $74,794
Income Estimation: 
$80,212 - $108,852
Income Estimation: 
$84,489 - $116,961
Income Estimation: 
$88,480 - $114,350
Income Estimation: 
$95,613 - $132,947
Income Estimation: 
$48,269 - $61,450
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$54,802 - $70,174
Income Estimation: 
$57,068 - $78,399
Income Estimation: 
$68,033 - $97,857
Income Estimation: 
$69,294 - $90,454
Income Estimation: 
$80,212 - $108,852
Income Estimation: 
$42,175 - $54,029
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$48,269 - $61,450
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Sales Office Administrator & Quickbooks Pro jobs in the san francisco, CA area that may be a better fit.

  • Golden Gate Fire Protection Inc. San Francisco, CA
  • Golden Gate Fire Protection (GGFP) is a commercial fire sprinkler contractor seeking a reliable Bookkeeper/Office Manager to handle day-to-day financial an... more
  • 1 Month Ago

  • Davis Sign Co San Rafael, CA
  • Bookkeeper / Office Administrator – QuickBooks Online (In-House, Part-Time) Bookkeeper | Office Administrator | Accounting | QuickBooks Online | Accounts R... more
  • Just Posted

AI Assistant is available now!

Feel free to start your new journey!