Sales Assistant

Title: Sales Assistant

Reports to: Vice President, Membership

Location: Remote Eligible

About the Role

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At PaulHood, we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and centralized processes to deliver a high-quality client experience at a much bigger scale. At PaulHood, we understand that financial success isnt about a one-size-fits-all solution. As a contract-to-hire Sales Assistant on our Membership Team, youll play a pivotal role in supporting our sales efforts, ensuring seamless operations, and enhancing client satisfaction.

We are seeking a contract-to-hire, detail-oriented and proactive Sales Assistant who thrives in a dynamic environment. In this role, youll provide administrative support to our sales team in managing client relationships, coordinating sales activities, and ensuring the smooth flow of information and documentation. This is an exciting opportunity for someone passionate about supporting sales initiatives and contributing to client success at PaulHood.

What You Will Bring, Do, and Own

• Serve as a point of contact for clients, addressing inquiries and providing information about our services.
• Assist the sales team in preparing proposals, presentations, and sales materials.
• Manage scheduling, document preparation, and data entry to support sales activities.
• Maintain accurate client data and documentation utilizing PaulHoods bestinclass software, tools, and technology.
• Handle orders, process transactions, and ensure timely delivery of services.
• Collaborate with crossfunctional teams to ensure client needs are met and sales processes run smoothly.
• Actively participate in identifying areas for process improvement, providing valuable

insights to enhance sales operations.

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Who You Are

• You have excellent customer service skills and keep the client in mind with all interactions.
• You work well with others and contribute positively to team dynamics.
• You have keen attention to detail and are adept at managing multiple tasks.
• You are focused on completing tasks efficiently and effectively.
• You possess stellar written and verbal communication skills and speak clearly and confidently with clients and staff.
• You can maintain composure in a highpaced and sometimes stressful work environment.
• You are proficient with Microsoft Office Suite and can quickly learn new software and technology.
• You understand the importance of confidentiality and handle sensitive information

appropriately.

Experience and Education You Will Need

• High school diploma or equivalent.
• One year or more experience in a sales support or administrative role.
• Experience with client relationship management software or project management software is strongly preferred.
• Data entry or call center experience a plus.

What You Will Get

You will be joining a team that prioritizes your well-being and personal growth. Enjoy a great work environment, engage in events and training programs, and advance your career. We encourage a culture of early and often feedback, addressing issues and needs head-on with respect, viewing course corrections as learning opportunities to be better. We believe that it is intrinsic rewards that motivate employees sustainably, but respect the need for extrinsic rewards which, upon transitioning from contractor to permanent hire, would include:

+ Market Competitive Pay

+ Bonus Opportunities

+ Stock Options

+ Comprehensive Employee Benefits Package

+ 401k Program with Company Matching

+ Generous Paid Vacation and Sick Time

+ Educational/Personal Growth Reimbursement

EEO and Diversity Statement

PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.

At PaulHood, we champion a vibrant workplace culture that thrives on diversity and do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

About PaulHood Joining PaulHood is more than just accepting a job offer—its joining a team that prioritizes your well-being and personal growth. Enjoy a great work environment, engage in events and training programs, and advance your career. But dont just take our word for it, see for yourself.