Sales and Accounting Assistant

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: TYPE OF WORK

Full Time

: SALARY

$4.50 - $5.50 / hour

: HOURS PER WEEK

40

: DATE UPDATED

Aug 5, 2026

JOB OVERVIEW

We are seeking a highly organized, detail-oriented Virtual Sales & Accounting Assistant to support our sales and management teams. This role is responsible for assisting with sales operations, CRM management, reporting, commission tracking, and administrative tasks that help keep our sales process running efficiently.

The ideal candidate is proactive, analytical, comfortable working with spreadsheets and CRM software, and able to manage multiple priorities in a fast-paced environment.

This is a full-time position, 40 hours per week, Monday-Friday (8:30 am - 5:30 pm Pacific Standard Time; Los Angeles, CA).

Key Responsibilities
Sales Support
Prepare and send customer quotes for the sales team.
Assist sales representatives with pricing, product information, and quote revisions.
Help assemble and organize client files and supporting documentation.
Ensure customer records are complete and accurate.
CRM & Pipeline Management
Maintain and update CRM records.
Organize and manage the sales pipeline.
Track sales opportunities and ensure accurate stage progression.
Follow up on missing information and maintain clean customer data.
Lead Generation & Prospecting
Research and build targeted cold calling lists.
Update and maintain phone dialers with new prospects.
Verify contact information and remove duplicate or outdated records.
Assist with list segmentation for sales campaigns.
Reporting & Analytics
Generate weekly and monthly sales reports.
Prepare management reports summarizing sales performance and pipeline activity.
Produce commission reports for management review.
Verify commission calculations and report discrepancies when identified.
Administrative Support
Maintain organized digital client files.
Assist with document preparation and data entry.
Support sales and accounting departments with additional administrative projects.
Perform other duties as assigned.
Qualifications
Previous experience as a Virtual Assistant, Sales Assistant, Administrative Assistant, or similar role.
Strong organizational and time management skills.
Excellent attention to detail.
Advanced proficiency in Microsoft Excel or Google Sheets.
Experience using CRM software (Salesforce, HubSpot, Zoho, GoHighLevel, or similar).
Comfortable working with sales reports, spreadsheets, and data analysis.
Strong written and verbal English communication skills.
Ability to work independently with minimal supervision.
Reliable internet connection and home office setup.
Preferred Qualifications
Experience supporting a sales team.
Experience with commission reporting.
Familiarity with phone dialers and lead management systems.
Basic accounting or bookkeeping knowledge.
Experience working with remote teams.
Skills
Organization and multitasking
Data accuracy
Analytical thinking
Problem solving
Communication
CRM management
Microsoft Excel / Google Sheets
Time management
Confidentiality
Team collaboration
Success in This Role

A successful candidate will help keep the sales organization running efficiently by maintaining accurate customer records, producing timely reports, supporting the quoting process, organizing client documentation, and ensuring management has reliable sales and commission data to make informed business decisions.

Please email your job resume to ---------- and a short introduction of who you are and why you would like to work with our office.

SKILL REQUIREMENT

Financial Accounting CRM Microsoft Excel

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Sales and Accounting Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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