Sales Administrative Assistant

Are you someone who loves creating order, thrives on collaboration, and wants to play a vital role in helping a business grow? As the Sales Administrative Assistant at Boomer Consulting, you’ll be the go-to person for keeping our systems running smoothly and our team aligned. You’ll have the opportunity to work across departments, support exciting client-facing initiatives, and bring clarity and consistency to a fast-moving environment.

This is a great fit if you enjoy bringing structure to chaos, take pride in your attention to detail, and want to contribute to a purpose-driven team making an impact in the accounting profession.

Roles & Responsibilites 

• Manage the membership renewal process for all current Peer Community members, ensuring seamless renewals and accurate tracking.
• Understand and champion HubSpot usage, providing internal training, reminders, and support to keep processes consistently followed and up to date.
• Maintain internal lists of Peer Community members—including tracking current members, new joiners, and those exiting—to support sales and client reporting.
• Maintain and update the Sales Associate Cheat Sheet with key links and resources to improve follow-up efficiency.
• Coordinate facilitation plans for Peer Community meetings:
  
  • Share sales insights with consultants before meetings
  • Capture post-meeting takeaways to support timely follow-up·     
• Assist with conference strategy, including pre-conference coordination, sales preparation, and post-conference task tracking and support.
• Ensure sales processes are current and documented, making updates as needed to reflect real-world workflows and responsibilities.
• Support Sales Manager in focused sales efforts related to consulting, training, and speaking services:
  • Schedule meetings and provide prep materials
  • Manage deal tracking in HubSpot
  •  Support follow-up and communication flows·      
• Maintain and update CRM systems with accurate client and prospect data.
• Schedule and coordinate internal and client-facing meetings, including preparation and follow-up.
• Generate and distribute sales reports, pipeline updates, and performance metrics.
• Organize and manage digital files and documentation related to sales activity and client touchpoints.
  
• Collaborate with the Growth Team to ensure alignment on campaigns, lead tracking, and communication efforts.
• Liaise across departments—including Finance, Operations, and Client Service—to ensure smooth execution of sales-related initiatives.

Experienece 

• Associate degree in communication, business administration, office administration, or related field with relevant experience·      
• Minimum of 2+ years of experience in an administrative or operational support role. Experience working with professional services, public accounting, or vendor service accounting firms is a plus
  
• Strong working knowledge of CRM platforms—ideally HubSpot—including data entry, reporting, and process flows.· 
• Highly organized and detail-oriented with strong project management and communication skills—able to manage multiple priorities, work independently with initiative, and handle sensitive information with professionalism and discretion.
• Proficiency in Microsoft Word, Excel, and PowerPoint, with experience in Google Suite.
• Experience supporting sales or business development in professional services, with proficiency in tools like HubSpot, Slack, Asana, and basic reporting platforms—plus familiarity with peer communities, events, or member-based services.
  

Remote Work & Collaboration

• Remote position with standard office hours of 8:00 am to 5:00 pm Central Time, Monday through Friday. Flexible as needed based on team and client needs.
  
• Candidates must have a reliable internet connection and a dedicated home workspace.
• Limited travel is required for occasional in-person team events and collaboration.
• BCI provides necessary equipment for remote work and fosters a culture of integration through virtual team-building and company events.
  

Featured benefits

• Flexible Paid Time Off (Responsible PTO): Recharge when needed without worrying about limits, supporting a healthy work-life balance.
• Comprehensive Health Insurance: Inclusive of medical, dental, and vision plans to keep you and your family covered.
• 401(k) with Employer Match: Secure your future with a retirement plan and company contributions to support your savings goals.
• Technology Kit: State-of-the-art equipment provided to support your productivity, whether remote or onsite.
• Professional Development Opportunities: Access to training, workshops, and resources to help you grow in your career.
• Additional Perks: Includes a company-provided cell phone, Costco or Sam's Club membership, company swag, and more!
  

About Boomer Consulting,  Inc. 

At Boomer Consulting, Inc. (BCI), we help CPA firms achieve sustainable success through innovative training, communities, and consulting services in Leadership, Talent, Growth, Technology, and Processes. As a cutting-edge and respected organization, our team drives progress and innovation within the accounting profession. Joining our team means being part of a collaborative environment where your contributions are valued and celebrated.

Boomer Consulting, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.