Sale Assistant

Key Responsibilities:

• This role is Remote/ work from home basis
• Cold call to potential sales leads to determine if they are open to outsource their bookkeeping, identity the accounting software that they use, identity owner or HR’s name, email and direct contact number, and most importantly schedule a meeting with the owner or HR manager for us.
• Follow up with potential sales leads via phone calls/ email/ WhatsApp. There is no need to meet customer physically.
• Conduct research to prospecting, qualifying leads, and maintaining accurate status records in the CRM database
• Respond to client queries (via email/ calls/ messages) in a timely and professional manner, and direct them to the appropriate team members when necessary
• Prepare and send quotations, proposals, engagement letters, and service agreements to prospects (whichever relevant)
• Coordinate with internal departments (e.g., accounts, compliance, secretarial) to ensure timely client onboarding
• Assist in compile and maintain sales performance reports and dashboards if needed
• Schedule calls and meetings with prospect and document meeting outcomes
• Assist in the preparation of pitch materials or presentations
• Part time role is available: pay based on hourly rate.

Requirements:

• Excellent communication and follow-up skills
• Has a sense of urgency when needed to follow up with prospect/clients on required info/documents.
• Basic understanding of sales processes, marketing, and CRM.
• Prior experience in pre-sales/ telemarketer/ telesales/ client servicing in B2B setting will be added advantages
• Familiarity with sales processes in an accounting or consultancy environment is a plus
• Able to work in remote working environment and highly disciplined.
• Must be able to interact and write reasonably in English.
• Owned working laptops and it should not be slow in opening applications or lag in typing. (Minimum Windows 10, and recommend having 8GB RAM, SSD) and decent Internet connection speed (speed test minimum 20mbps).
• Company Laptops can be provided for certain areas.