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Sales & Contract Administration Agent
Remote
Entry Level
Job description
Ideal Candidate
Job Description:
We are looking for an organized, detail-oriented, and client-focused person who can take over the entire sales and onboarding process for our financial-accounting services and digital application clients.
The role involves both sales activities (discussions with clients, offers, follow-up) and contract administration and relationship management with clients until the complete handover to the operational team.
π This is NOT a call-center job.
π Bucharest β PiaΘa Muncii / Remote (hybrid)
π Program: Full-time
We are looking for an organized, detail-oriented, and client-focused person who can take over the entire sales and onboarding process for our financial-accounting services and digital application clients.
The role involves both sales activities (discussions with clients, offers, follow-up) and contract administration and relationship management with clients until the complete handover to the operational team.
π This is NOT a call-center job.
π Bucharest β PiaΘa Muncii / Remote (hybrid)
π Program: Full-time
Job Description
Responsibilities:
Phone and online discussions with potential clients (PFA/SRL)
Sending personalized price offers
Constant follow-up until the contract is signed
Preparing and sending contracts
Closing the sales process
Tracking document receipt and updating statuses
Managing contractual changes (additional acts, suspensions, terminations)
Constant communication with clients (email, phone, WhatsApp)
Requirements:
Minimum 1-year experience in sales
Excellent organizational and attention-to-detail skills
Excellent written and verbal communication skills
Discipline in follow-up and organization
Ability to respect clear procedures and standardized steps
Seriousness, responsibility, and consistency
Clear orientation towards target and results
What's an advantage:
Experience in an accounting firm
Working with CRM systems or client management applications
Basic knowledge of legal/accounting documents
What we offer:
Fixed salary + performance-based bonuses (depending on signed contracts)
Complete training on internal procedures
Stable, organized, and professional work environment
Hybrid work possibility (after the training period)
Long-term collaboration
Phone and online discussions with potential clients (PFA/SRL)
Sending personalized price offers
Constant follow-up until the contract is signed
Preparing and sending contracts
Closing the sales process
Tracking document receipt and updating statuses
Managing contractual changes (additional acts, suspensions, terminations)
Constant communication with clients (email, phone, WhatsApp)
Requirements:
Minimum 1-year experience in sales
Excellent organizational and attention-to-detail skills
Excellent written and verbal communication skills
Discipline in follow-up and organization
Ability to respect clear procedures and standardized steps
Seriousness, responsibility, and consistency
Clear orientation towards target and results
What's an advantage:
Experience in an accounting firm
Working with CRM systems or client management applications
Basic knowledge of legal/accounting documents
What we offer:
Fixed salary + performance-based bonuses (depending on signed contracts)
Complete training on internal procedures
Stable, organized, and professional work environment
Hybrid work possibility (after the training period)
Long-term collaboration
About the Company
Upline Accounting
We are a modern accounting firm focused on digitalization and efficiency. We work with serious entrepreneurs from various fields and use platforms that simplify accounting processes. We build long-term relationships, both with clients and colleagues.
We are a modern accounting firm focused on digitalization and efficiency. We work with serious entrepreneurs from various fields and use platforms that simplify accounting processes. We build long-term relationships, both with clients and colleagues.