Who we are

Fusion CPA is an award-winning firm specializing in outsourced accounting, tax planning, strategy, and growth advisory services. With offices in San Juan, Puerto Rico, and Atlanta, GA, we are a forward-thinking, growth-oriented company that embraces technology to deliver exceptional results. Our clients rely on us to help stabilize, analyze, and grow their businesses, and as a result of our success, we are expanding. Because we do a great job of this, we’re growing and are looking to bring a Virtual Sales Administrator into our fold!

Who you are

Our Virtual Sales Administrator will be extremely vital in our organization. This person will serve as the backup first responder to all incoming client discovery calls and will update and maintain the CRM, assist with onboarding new clients, and reconnect with clients to ensure professional service quality assurance.

We are looking for someone in a similar role,but looking for a home-based/remote opportunity and comfortable working Eastern standard business hours 8 AM – 5 PM EST (US hours).

Compensation:

R25,000 per month

Our ideal candidate would be:

• An extremely detailed and process-oriented administrator
• Someone who understands basic accounting principles
• Passionate about sales administration, customer service, and relationship building
• Comfortable communicating with clients from time to time
• Highly motivated and driven; a self-starter
• A problem solver
• A multi-tasker
• Comfortable learning new technologies, including AI (technologies should excite you)
• Someone who thrives in a fast-paced, work-from-home environment

Requirements:

• A relevant Bachelor’s Degree (Business Administration or similar)
• Strong sales administrative experience in a professional remote office environment
• Strong CRM experience
• Comfortable speaking with clients over the phone and on Zoom, when required

What the role entails

To succeed in this role, you must be someone who enjoys doing all of the essential tasks:

• Update and maintain our CRM
• Assist with the administrative side of onboarding new clients, including proposals, engagement letters, etc
• Assist with the client experience, including client gifting
• Conduct discovery calls/inbound sales calls when required
• Assist with consulting projects and ad hoc tasks as needed

Benefits:

• We’re a fully remote team with team members located in the US, Puerto Rico, and South Africa.
• Work from wherever you have access to a fast internet connection.
• PTO: Vacation, Holiday, and Sick

The Fusion CPA Way

At Fusion CPA, we are dedicated to developing leaders in the accounting industry. Our vision is to create a financial foundation and culture of accountability where CPAs and clients thrive together. We aim to be the CPA firm of the future. The following qualities align well with our culture:

• Attention to Detail: Our diligent work ensures clarity and consistency for everyone involved.
• Customer Service: We prioritize our current clients and the referrals they provide.
• Respect: We value everyone’s time and priorities.
• Passion: We take pride in our work and continuously strive to meet and exceed expectations.
• Accountability: We hold ourselves accountable for the work entrusted to us.
• People: We recognize the importance of emotional stability and personal growth, supporting our people as our most valuable asset.

We are committed to the growth and development of our employees through continuous learning, mentorship, and career progression opportunities.

If you have not heard back from us within 2 weeks of applying, please consider your application unsuccessful.

Job Type: Full-time

Pay: R25 000,00 per month

Application Question(s):

• Which Sales CRM’s have you worked with in the past?

Education:

• Bachelors (Required)

Experience:

• Sales Administration: 5 years (Required)
• CRM software: 5 years (Required)

Work Location: Remote

Application Deadline: 2025/07/31