Engineered Tax Services Inc. · 1 month ago
Sales Administrative Assistant
Engineered Tax Services (ETS) is the nation’s premier tax credit and incentives firm, uniquely combining the science of engineering with the principles of tax and accounting. The Sales Administrative Assistant will support the Executive Sales Director and Executive Assistant by managing clerical details, maintaining relationships, and ensuring a steady flow of prospects for the Sales Team.
Consulting
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
Qualification
Required
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
Benefits
Medical
Dental
Vision
Basic Life
Voluntary Life
STD
LTD
Accident
Critical Illness
Hospital Indemnity
Pet
401k
And much more!
Company
Engineered Tax Services Inc.
Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.
Funding
Current Stage
Growth StageRecent News
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