Key Responsibilities
- CRM, Odoo & Sales Operations
- Advanced Odoo CRM Management: Configure, maintain, and optimize client records, master data, and sales pipelines (Leads, Opportunities, Quotations) within Odoo.
- Sales Process Support: Qualify new leads, coordinate first outreach steps, and support the creation/sending of sales proposals (Quotations) directly from Odoo.
- Workflow Optimization & Support: Actively support the team in identifying automation opportunities between Odoo modules (e.g., Sales to Invoicing) and other tools (Google Workspace, Zapier). Comfort in learning and utilizing new digital tools and automation platforms is essential.
- Sales Reporting & Analytics: Prepare regular reports on pipeline performance, conversion rates, and key sales metrics.
- Technical Maintenance: Perform periodic maintenance, test web forms and contact flows, and coordinate with IT/developers for complex integrations.
- Operations and Client Support
- Client Onboarding & Contracts: Manage the entire client onboarding flow within Odoo: record creation, contract dispatch (digital signature integration), and follow-ups.
- Invoicing and Internal Accounting (Odoo Module): Assist with the creation of invoices and credit notes. Support the Finance team in tracking outstanding payments (Accounts Receivable Follow-ups).
- Operational Documentation: Maintain updated Standard Operating Procedures (SOPs) and internal documentation related to Odoo usage and operational flows.
- Administrative Management: General team administration, including managing shared inboxes (e.g., admin@).
- Team Support
- Assist with the technical onboarding of new team members (Odoo access creation, CRM usage training).
- Coordinate internal tools and provide basic troubleshooting support for systems in use.
Required Qualifications
- Proven Odoo Expertise (Must-Have): Practical and in-depth experience in configuring and managing the Odoo CRM, Sales, and Invoicing modules (Recent Odoo 15+ versions).
- Experience: 2+ years in Virtual Assistant, Operations Coordinator, Sales Coordinator, or similar roles with a strong emphasis on CRM/ERP systems.
- Sales-Oriented Mindset: Understanding of sales processes (pipeline management, lead qualification) and the ability to actively support the conversion cycle.
- Digital Proficiency & Learning Agility: Strong familiarity with Google Workspace.
- Must be highly comfortable learning and implementing new digital tools and process automation platforms (like Zapier) to improve efficiency.
- Organizational and Communication Skills: Strong multitasking, time management, and clear communication skills, both written and verbal.
- Languages: Excellent fluency in English (written and spoken); knowledge of French or Spanish is a strong asset
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What We Do
Welcome to 1840 & Company. We are changing the way companies hire, manage, and grow their workforce. Our mission is leading the future of work towards a more flexible, inclusive, and efficient global job market, enabling businesses worldwide to overcome staffing and skills challenges with ease and efficiency. As a global leader in business process outsourcing (BPO) and staff augmentation, we offer comprehensive solutions that span from Recruitment Process Outsourcing (RPO) to global compliance and payroll services. Our approach reduces traditional hiring costs by up to 70%, offering a scalable, cost-effective solution for businesses at any growth stage. At the core of our strategy is an advanced AI-driven talent matching system, part of our 1840 Global Talent Cloud, which ensures quick and precise placement of vetted professionals in over 150 countries. This unique capability allows us to provide quality staffing solutions rapidly, addressing the dynamic needs of today's businesses. 1840 & Company is more than just a BPO provider; we are a strategic partner committed to adding value and enhancing productivity. By managing the complexities of international staffing and operations, we enable our clients to focus on their core missions with the confidence that their outsourcing needs are in expert hands. Visit our website at www.1840andco.com to learn more and request a free consultation on scaling your company's growth with global remote talent.
