Junior Sales Assistant

Posted 9 Days Ago
Hiring Remotely in United States
Remote
Junior
Fintech
The Role
As a Junior Sales Assistant, you will support the sales team with client communication, maintain accounts, generate reports, and enhance business relationships.
Summary Generated by Built In

About you:

  • You are a warm, outgoing, and relationship-driven individual who thrives in a fast-paced, people-focused environment.
  • You naturally connect with others, building rapport quickly and making them feel at ease.
  • You are comfortable juggling multiple priorities, enjoy meeting new people, and excel at leveraging relationships to drive business growth.
  • You prioritize understanding different perspectives before making decisions, emphasizing the well-being of your team and the individuals doing the work over the finer details

We are Kickstart Accounting, Inc.

We are dedicated to helping business owners understand their financials.

We are seeking a full-time Junior Sales Assistant to join our team to assist with client strategy, execution, and relationship building.

As a Junior Sales Assistant, you will be responsible for supporting the sales team, maintaining client accounts, and helping to ensure a smooth and consistent experience for our clients. You will assist with client communications, follow-ups, and generate sales reports that help drive business growth.

The job requires working in a structured, socially focused environment with clear expectations. You will interact with clients and team members regularly, contributing to a supportive and collaborative atmosphere. Although you will assist with decision-making, maintaining accuracy and staying true to company values is essential. Your role will be centered around teamwork, building genuine relationships, and supporting the sales process with a service-oriented mindset.

Key Responsibilities

Daily/Weekly:

  • Follow up with sales leads and maintain ongoing communication to build strong relationships.
  • Recap notes from recorded sales calls, ensuring timely follow-up and action items.
  • Outreach to lost clients, addressing concerns, and re-engaging relationships.
  • Maintain and update CRM details, ensuring accuracy and up-to-date information.
  • Track and coordinate business development activities, keeping records clear and organized.
  • Assist with coordinating the marketing calendar and business development events (webinars, podcasts, etc.).
  • Ensure scorecard updates are accurate and timely.
  • Utilize Excel to analyze and track sales data, performance metrics, and business development activities.

Research:

  • Reach out to prospects to understand why they haven't moved forward, gathering feedback.
  • Research conferences, speaking engagements, and community events for business development.
  • Customize and maintain PowerPoint presentations for in-person events.
  • Create handouts and documents for speaking engagements, ensuring they are tailored for the audience.
  • Follow up on business development collaborations to keep relationships active.

Ongoing Client Service Admin:

  • Provide proactive customer service outreach, ensuring clients' needs are met.
  • Follow up with clients to identify issues early, addressing concerns before they escalate.
  • Respond to clients in a friendly, caring, and consistent manner, always maintaining a service-oriented approach.

Job Requirements

  • Strong communication and interpersonal skills to build and maintain client and prospect relationships, with a proactive and customer-focused mindset.
  • Experience with CRM systems and proficiency in Microsoft Suite (Word, Excel, PowerPoint) for maintaining records, preparing presentations, and coordinating business development activities.
  • Excellent organizational skills with the ability to manage multiple tasks, track sales and marketing efforts, and ensure timely follow-ups.
  • Strong attention to detail in maintaining accurate client records, researching business opportunities, and supporting sales outreach
  • Ability to adapt to a fast-paced environment, responding to client concerns and sales opportunities with professionalism and efficiency.

What We Offer:

  • A career progression path that supports your growth in both responsibility and income.
  • A culture of continuous learning where your ideas will be heard and supported.
  • A collaborative team environment that prioritizes excellence in service.
  • Autonomy and ownership of your work without micromanagement but with clear expectations.

If you are passionate about supporting the sales process, enjoy working in a structured and collaborative environment, and meet the requirements above, we invite you to apply.

Top Skills

Crm Systems
Excel
Microsoft Suite
PowerPoint
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The Company
HQ: Cleveland, OH
13 Employees
On-site Workplace
Year Founded: 2015

What We Do

Kickstart Accounting, Inc. is a virtual accounting firm that delivers full-service bookkeeping, accounting and CFO services designed to take accounting off small business owners’ plates and get the support they need to understand their numbers.

We combine the power of clean bookkeeping with accounting consulting (budgeting & cash planning) to bring extreme clarity and support to our clients so they can grow their business.

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