CMO Executive Assistant

• Work directly with the CMO to anticipate barriers, find ways to continuously improve efficiency so the department runs efficiently
  
• Administrator of Zoho software suite to maintain, update and enhance the firm’s procedures through enhanced productivity
  
• Basic understanding of ETS/TGP services after training is completed
  
• Manage the training and development for sales admin team on all processes, procedures, and policies
  
• Zoho and CRM policies, training, and compliance
  
• Maintain Executive Assistant duties for CMO
  
• Place outbound calls and send follow-up emails using ETS process, scripts, and draft emails
  
• Schedule appointments, calls, meetings, webinars (Project Calls, Project Follow Up Calls etc.)
  
• Maintain and track CMO’s projects, tasks, and reminders, as requested
  
• Research, create, update, and maintain Zoho, ABLE and other CRM programs
  
• Research clients/firms via Google, company website, LinkedIn, etc.
  
• Research and pursue potential clients for ETS/TGP services for business development (new prospects)
  
• Maintain, Track, AIChE and other associations for business development (American Institute of Chemical Engineers)
  
• Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.)
  
• Prepare Cost Segregation requests, as required for new projects
  
• Submit and confirm signed LOEs to client and operations team
  
• Prepare and send emails on behalf of CMO (projects, webinar, new leads etc.)
  
• Basic understanding of ETS/TGP Services after training is completed
  
• Zoho and CRM policies, training, and compliance
  
• Place outbound calls and send follow-up emails using ETS process, scripts, and draft emails
  
• Schedule appointments, calls, meetings, webinars (Project Calls, Project Follow Up Calls etc.)
  
• Prepare and send emails on behalf of CMO, (projects, webinars, new leads, etc.)
  
• Perform other related duties as assigned
  

Required Skills:        

• Demonstrated ability to manage teams
  
• Conflict management skills
  
• Ability to manage multiple responsibilities at once
  
• Exceptional organizational skills and impeccable attention to detail
  
• Ability to complete a high volume of tasks and projects with little or no guidance
  
• Ability to deliver quality results in a fast-paced environment
  
• Excellent communication skills, written (basic grammar, punctuation) and verbal
  
• Must project an excellent customer service attitude
  
• Strong analytical, planning, and problem-solving capabilities
  
• Demonstrated initiative and ability to work independently with minimal supervision required
  
• Ability to effectively write reports and business correspondence
  
• Ability to effectively present information and respond to questions from managers, clients, customers, and general public
  
• 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
  

• Associate's degree (A.A.) or equivalent from two-year college or technical school; or
  
• Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience
  

• Excellent verbal and written communication skills; capable of influencing internal and external stakeholders effectively.
  

• Strong analytical and critical thinking skills; ability to solve complex problems, make strategic decisions, and provide sound business judgment.
  

• Knowledge of sales software; Excel; Microsoft Office