Sales Administrative Assistant
jambrinacpa5· Sales Administration
About this role
As a Sales Administrative you will play a critical role at Jambrina CPA, ensuring that opportunities are properly managed throughout the sales workflow and assisting with marketing campaigns. You will support Account Managers in completing the sales lifecycle and ensuring a smooth transition to the service teams. This role is particularly client-facing, with the responsibility of maintaining a proactive relationship with clients.
Main Responsibilities:
- Maintain and update CRM data, including account types and client records.
- Assist in preparing deals, advancing sales activities, and delivering quotes.
- Manage the Leads Inbox, ensuring timely follow-ups on inquiries.
- Research and suggest quotes for Google Ads and Meta marketing campaigns.
- Ensure all client contact details, including billing information, are properly recorded.
- Work closely with technical teams to assess client needs accurately.
- Assist with projects related to the company’s intranet webpage.
- Convert deals into engagements and coordinate post-sales/onboarding with department managers.
- Create and update work records for sales and post-sales activities.
- Facilitate the exchange of original documents with the administrative team.
- Set up and maintain client payment methods in the CRM.
- Support the offboarding process by updating records, reviewing billing, and ensuring smooth transitions.
- Maintain compliance with internal sales policies and procedures.
- Participate in special projects as needed.
- Keep accurate records of tasks and update IT systems accordingly.
Qualifications:
- Bachelor’s degree in Business Administration or a related field.
- Minimum 4 years of experience in a sales or administrative role.
- Experience with CRM systems is a plus.
- Bilingual in English and Spanish.
Frequently Asked Questions
Is the salary disclosed for the Sales Administrative Assistant position at jambrinacpa5?
The salary for this Sales Administrative Assistant role at jambrinacpa5 is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Sales Administrative Assistant position at jambrinacpa5 located?
This Sales Administrative Assistant role at jambrinacpa5 is based in Houston, Texas, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Sales Administrative Assistant role at jambrinacpa5 full-time or part-time?
This is listed as a Full Time position. It is posted as a Sales Administrative Assistant role in the Sales Administration department at jambrinacpa5.
Which team or department does the Sales Administrative Assistant at jambrinacpa5 belong to?
This Sales Administrative Assistant position is part of the Sales Administration department at jambrinacpa5. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Sales Administrative Assistant position at jambrinacpa5?
Click the "Apply Now" button on this page. You will be redirected to jambrinacpa5's official application portal hosted on bamboohr where you can submit your application directly.
When was the Sales Administrative Assistant job at jambrinacpa5 posted?
This Sales Administrative Assistant position at jambrinacpa5 was posted on Apr 19, 2026. Apply as soon as possible — early applications are often reviewed first.
Sales Administrative Assistant
jambrinacpa5
You'll be redirected to jambrinacpa5's official application page on bamboohr.