Virtual Assistant with Experience in Xero and Salesforce

Job Post: Finance Virtual Assistant
Location: Queensland (Remote Position)
Type: Full-Time (5 days a week, 8 hours per day)

About Us:
We are a locally owned and operated company based in Queensland. We are passionate about renewable energy and dedicated to delivering high-quality solar products and services to the North Queensland region. Our mission is to contribute to a sustainable future through exceptional solar solutions.

Role Overview:
We are seeking a skilled Finance Virtual Assistant to support our team in various administrative and financial tasks. The ideal candidate will have experience in admin, basic bookkeeping in Xero, and knowledge in Salesforce.

Key Responsibilities:
- Finance and Invoicing: Handle invoicing, manage purchasing and finance-related paperwork, and raise and send invoices in Xero.
- Data Entry: Accurately enter and manage data, including customer and order information.
- Application and Paperwork Management: Process paperwork for energy providers, handle client documentation, and manage warranty claims.
- Scheduling: Coordinate work orders and scheduling tasks using tools like Sales Force CRM, Greenbait, and Service Mate.
- Parts Procurement: Oversee parts procurement and manage inventory.
- Customer Service: Provide excellent customer service, follow up on inquiries, and manage lead and site inspections.
- Software Proficiency: Utilize Xero for financial tasks, handle data entry, and use Net2Phone for communication.

Qualifications:
- Proven experience in a finance or administrative role.
- Familiarity with Xero, Sales Force CRM, Greenbait, and Service Mate.
- Strong organizational skills with attention to detail.
- Excellent communication skills and customer service orientation.
- Ability to work independently and manage multiple tasks efficiently.

Perks:
- Competitive Salary
- PTO once regular/full-time
- Paid holidays
- Monthly Trainings
- Annual Salary Review
- Possibility to travel to Australia to meet the whole team

If you have experience in Xero and Salesforce, we would love to hear from you. Apply now to join our team!