Job Description
Experienced Tech-Savvy Administrative Assistant (Workflow Automation & CRM Support)
Lefstein-Suchoff CPA & Associates operates two client-serving verticals: The Canna CPAs, a national cannabis-focused accounting and advisory firm, and LS CFO Advisors, which provides fractional CFO services to small and mid-sized businesses across the U.S., with a focus on contractors, trades, and retail companies. We are looking for a tech-savvy, detail-oriented administrative assistant to support both verticals by managing client data and workflows, assisting in CRM operations, and handling communications with new prospects.
In this role, you will:
What We’re Looking For
This is a part-time, in-house position (25 hours/week) with opportunities to grow.
Benefits:
401(k) with up to 4% matching...owning ticketing queues and leading implementation as well as handling daily support calls. Manage incoming support tickets in Zendesk/Salesforce Service Cloud, prioritizing and escalating issues to meet SLA targets. Configure new customer accounts, lead virtual...
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