Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- 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 Overview
Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. It was founded in 2001, and is headquartered in West Palm Beach, Florida, USA, with a workforce of 201-500 employees. Its website is http://engineeredtaxservices.com.
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