Office & Sales Coordinator (Part-Time)

Job Description

Job Description

Job Overview

We are a growing bookkeeping firm seeking an organized, motivated Office & Sales Coordinator for a part-time, in-office position to grow to full time. This hybrid role is perfect for a self-starter who can grow our client base through social media and outbound phone calling, while keeping our office operations organized. You do not need to be an accountant, but you must be professional, tech-savvy, and comfortable talking to business owners about their administrative needs.

 

Compensation & Hours

• Starting Wage : $20.00 per hour.
• Review Schedule : Performance and wage review after 3 months of proven ability.
• Hours : Part-time to begin. (24 hours) may lead to full time, depending on productivity.
• Paid Time Off - PTO is earned. After 3 months, it can be utiilized.
• Location : Fully in-office.

 

Key Responsibilities

1. Lead Generation & Cold Calling (40%)

• Cold call local small-to-medium business owners to introduce our bookkeeping services.
• Follow up promptly with warm leads from our website, email campaigns, and social media.
• Pre-qualify leads by identifying their current accounting pain points.
• Schedule discovery consultations between prospective clients and our senior bookkeepers.
• Log all call outcomes, notes, and follow-up tasks accurately in our CRM software.

2. Social Media & Digital Outreach (30%)

• Create and schedule weekly educational content (e.g., tax deadlines, bookkeeping tips) on LinkedIn and Facebook.
• Monitor social channels and respond professionally to direct messages and comments.
• Proactively engage with local business groups and professional networks online to build brand awareness.

3. Administrative Office Support (30%)

• Answer incoming office phones, greet occasional visitors, and manage the general company email inbox.
• Help onboard new clients by sending intake forms, setting up client portals, and requesting document access.
• Maintain digital client files, track project deadlines, and assist with scanning or document filing.
• Follow up with existing clients for missing receipts, bank statements, or signatures.

 

Required Skills and Qualifications

• Phone Stamina : Absolutely comfortable making outbound cold calls to business professionals.
• Discretion : High level of integrity and confidentiality when handling sensitive financial client data.
• Communication : Polished, articulate verbal skills and strong professional writing skills.
• Tech Savvy : Quick learner with software; proficiency in Microsoft Office is a must. Experience with CRM tools or financial software (QuickBooks) is a plus but not required.
• Organization : Excellent time management to balance calling blocks with quiet admin work.

We are looking for a dependable individual that wants to be productive, and shows up even when they are having a bad day.

 

Company Description

Our Vision

We strive to be the leading outsourced, remote accounting department for growing businesses in New England. Our goal is to empower business owners to truly understand their financial statements while confidently managing their monthly bookkeeping. Internally, we are committed to building a strong team, offering employees livable salaries, meaningful benefits, and a collaborative environment where their voices contribute to our continued growth.

Our Core Values
Transparency, accountability, and integrity guide everything we do.

Company Description

Our Vision\r\n\r\nWe strive to be the leading outsourced, remote accounting department for growing businesses in New England. Our goal is to empower business owners to truly understand their financial statements while confidently managing their monthly bookkeeping. Internally, we are committed to building a strong team, offering employees livable salaries, meaningful benefits, and a collaborative environment where their voices contribute to our continued growth.\r\n\r\nOur Core Values\r\nTransparency, accountability, and integrity guide everything we do.