Sales Administrative Assistant / Business Development Associate

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July 23

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Engineered Tax Services Inc.

WebsiteLinkedInAll Job Openings

Finance • Fintech • SaaS

Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• This is a remote position. • 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. • 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.

🎯 Requirements

• 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