Bookkeeping Virtual Assistant Jobs in Wisconsin (NOW HIRING)

Description

The RevOps Assistant plays a vital role in supporting the Revenue Operations function at CESA 6 by managing client agreements, maintaining HubSpot workflows, coordinating key programs and partnerships, and ensuring seamless communication and service delivery across the agency.

ESSENTIAL FUNCTIONS 

Communication:

• Provide customers with information about the agency, including services offered, contacts within the agency, and professional development offerings and locations.
• Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center.
• Answer the door when the receptionist is unavailable.

RevOps Assistant:

• Respond to questions on Client Agreements and PandaDoc
• Work with Marketing Specialist for Contact Duplication Management in HubSpot
• Create HubSpot deals and manage deal stages as  directed by the Sales Team
• Log and maintain the yearly District Report Contract Bundling Management Spreadsheet
• Assist with the collection of Client Loyalty (HubSpot Contracts) Scores
• Provide ordering support for business cards
• Provide design support for center-related participant tools
• Route website assistance requests to appropriate contact
• Provide newsletter and email marketing support
• Create event information sheets
• Create and manage WI Forward Exam deals and purchasing
• Create Time Kettle deals in Hubspot
• Coordinate all Translators/Interpreters requests for services
• Manage and schedule the WIDA ACCESS Testing Process 
• Provide EP Help Center Support (upload articles and provide support for non-tech-related EP questions)
• Curate EP user numbers, subscriptions, pertinent personnel, and associated contact lists for statewide, EPIC, and evaluation-specific communications
• Manage EP Bundle Renewals in Hubspot
• Other duties as assigned.

Requirements

POSITION QUALIFICATIONS

Experience, Education, and/or Licensure 

• High school diploma required.  
• Certification or Associate degree as an administrative assistant or bookkeeper is preferred.
• 2+ years of office experience desired.

Required Skills and Abilities

• Model the core values of the agency.
• Advanced computer skills, including email, word processing, and virtual meeting scheduling.
• Working knowledge of Microsoft Office and Google platform applications, along with the ability to learn agency-specific applications to support business operations.
• Proficiency or willingness to learn HubSpot CRM, PandaDoc, and related revenue operations tools.
• Ability to generate professional emails.
• Ability to create organizational tools and processes to support the centers.
• Ability to work independently as well as collaborate with diverse work teams.
• Engage with clients in a positive manner that positively represents self, team, and agency.
• Work as a team and collaborate effectively with other Finance personnel to meet the needs of the Agency.
• Be process-oriented.
• Be nimble and conscientious to meet defined timelines.
• Communicate effectively and timely, verbally, and in writing, to a diverse audience.
• Plan, organize, and prioritize work.
• Remain flexible to adapt to changes in the work environment.
• Excellent time management skills, including the ability to manage schedules and meet deadlines.
• Problem-prevention, conflict resolution, and problem-solving skills.
• Work accurately with close attention to detail.
• Exhibit a high degree of confidentiality of sensitive information and process and handle confidential information with discretion.
• Work effectively, professionally, and tactfully with internal agency staff and external clients. 
• Ability to set and meet high customer service standards (internal and external).
• Excellent interpersonal skills to facilitate interaction with the workforce.
• Exhibit a professional, businesslike appearance and demeanor.
• Professionally represent the agency and public, private, and parochial school districts in interactions with staff, customers, and the community.
• Facilitate an overall work environment of mutual respect and collaboration.
• Ability to interpret data.
• Ability to establish and maintain effective relationships with individuals from diverse backgrounds.

WORK ENVIRONMENT / PHYSICAL DEMANDS

Work Environment

• Ability to work in a professional and flexible office environment, with or without visual and auditory distractions.
• Ability to work in a fast-paced environment.

Physical Demands:

• While performing the duties of this position, the employee is occasionally required to stand, walk, sit, type, and reach with hands and arms.  
• The employee will move office products and supplies up to 30 pounds.
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CESA 6 offers great benefits for full time employees such as:  Health, Dental and Vision insurance; Wisconsin Retirement System (WRS); Wellness Program; Accident/Critical Illness/Hospital Indemnity insurance; Pet insurance; paid vacation and holidays.

See CESA 6 Values Here 

In compliance with the Americans with Disabilities Act, CESA 6 will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective employees and current employees to discuss potential accommodations with the employer.

CESA 6 is an equal opportunity employer and is committed to providing a workplace free from discrimination and harassment. We expect every member of our team do their part to maintain an environment where everyone has the opportunity to feel included, feels respected and receives the dignity they deserve.

Decisions related to hiring, compensating, training, and evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. We take responsibility for always striving to create an inclusive environment as a Gallup best places to work employer that makes every employee and candidate feel welcome.