Key Facts

Remote From:

Full time

English

Hard Skills

Sales Prospecting Cold Calling Zoho Office Suite Calendar Management LinkedIn Talent Insights Project Management Time Sheet Preparation Task Management Customer Relationship Management Google Workspace Forward Planning

Other Skills

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Internet Research
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Microsoft Excel
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Analytical Skills
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Microsoft Office
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Microsoft Word
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Problem Solving
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Non-Verbal Communication
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Record Keeping
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Multitasking
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Time Management
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Customer Service
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Organizational Skills
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Detail Oriented

Roles & Responsibilities

Organizational skills and maintaining records.
Multitasking skills with the ability to manage multiple responsibilities at once.
Attention to detail and problem-solving skills.
Proficient in computer skills including Microsoft Office, Excel, and Google Docs.

Requirements:

Maintain Sales Director’s calendar, emails and tasks.
Place outbound calls and send follow-up emails using ETS process, scripts and draft emails.
Schedule appointments, calls, meetings, and webinars (Project Calls, Project Closing Calls, Follow Up Calls, Reconnect Calls, website submissions, new leads, etc.).
Research, create, update, and maintain Zoho, Client Portals, CRM programs and understand SOP/Guidelines.

Engineered Tax Services Inc.

About Engineered Tax Services Inc.

Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Founder and CEO, Julio Gonzalez, is an expert in tax reform whose strong presence is helping define our current tax laws. Under Gonzalez's guidance and true insight into how the industry is shaping, Engineered Tax Services is one of the largest, fastest growing, and most innovative engineering, energy, and specialty tax credit services firm in the country. Our unique business model of engineers working collaboratively with accountants and attorneys aligns true subject matter experts with proven methodologies that are pragmatic and sustainable with IRS and multi-state examinations.

Founded: 2018

Company size: 201 - 500

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Job description

This is a remote position.

Great Career Advancement Opportunity!

Basic Function:

Business Development Administrative Assistant: The main goal for this position is to support the Executive Sales Director and Executive Assistant by monitoring clerical details and clearing the path to make the most impact on the business. To provide our Sales Team with a steady flow of prospects, maintain existing relationships and track administrative/clerical details.

Principal Responsibilities:

· Maintain Sales Director’s calendar, emails and tasks.

· Place outbound calls and send follow-up emails using ETS process, scripts and draft emails.

· Schedule appointments, calls, meetings, webinars (Project Calls, Project Closing Calls, Follow Up Calls, Reconnect Calls, website submission, new leads, etc.)

· Maintain and track Executive Sales Director’s projects, tasks and reminders, as requested.

· Research, create, update, and maintain Zoho, Client Portals, CRM programs and understand SOP/Guidelines.

· Research clients/firms via Google, company website, LinkedIn, etc.

· Create Task Reminders (TR) in Zoho for follow up.

· Research and pursue potential clients for ETS/TGP services for business development (new prospects)

· Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.) and ETS services.

· Maintain your time sheet to be submitted to the Managing Executive Assistant every two weeks.

· You may be asked to do other duties and responsibilities not listed above.

As a Business Development Administrative Assistant, you will play a key role supporting our Executive Sales Director and driving the sales process. This is also a great career advancement opportunity—top performers may grow into an Inside Sales Representative role, expanding your responsibilities and impact on the business.

Requirements

Requirements, Skills, Qualifications:

· Maintain a quiet workspace to present a business atmosphere to represent ETS professionally.

· Organizational skills and maintaining records.

· Multitasking skills with the ability to manage multiple responsibilities at once.

· Attention to detail and problem-solving skills.

· Excellent time management skills, work independently, Self-Motivated.

· Proficient in Computer, Microsoft Office, Excel, Google Docs etc.

· Excellent in communication skills, written (basic grammar, punctuation), verbal and customer service.

· Possess the ability to navigate through websites to research and obtain information.

REQUIRED SKILLS: Strong analytical, planning and problem-solving capabilities.

Demonstrated initiative and ability to work independently with minimal supervision required.

Education: Associate's degree (A.A.) or equivalent from two-year college or technical school; or

Certification: Three (3) to Five (5) related experience and/or training; or equivalent combination of education and experience

LANGUAGE SKILLS: Ability to write reports, business correspondence.

Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.

Reasoning ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

computer SKILLS: To perform this job successfully, an individual should have knowledge of sales CRM software; Excel; Microsoft Word.