Sales Administrative Assistant \/ Business Development Associate

Engineered Tax Services Inc. is a company in the Financial Services industry, and they are seeking a Sales Administrative Assistant / Business Development Associate. The main goal of this position is to support the Executive Sales Director and assist in driving the sales process by managing clerical details and maintaining relationships with prospects.

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

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
• 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
• Ability to write reports, business correspondence
• Ability to effectively present information and respond to questions from managers, clients, customers, and the 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
• To perform this job successfully, an individual should have knowledge of sales CRM software; Excel; Microsoft Word