Note: The job is a remote job and is open to candidates in USA. Engineered Tax Services Inc. is a company in the Financial Services industry seeking a Sales Administrative Assistant. The role involves supporting the Sales Director and Executive Assistant by managing administrative tasks, maintaining relationships, and ensuring smooth operations for the sales team.
Responsibilities
- 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
- Basic understanding of ETS/TGP services after training is completed
- Maintain Sales Director’s calendar
- 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 Sales Directors' 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 and track Sales Director’s activity with national associations for business development opportunities
- Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.) out for bid and pending
- Identify, prioritize, and resolve basic service issues
- Perform other related duties as assigned
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
- Strong analytical, planning and problem-solving capabilities
- Demonstrated initiative and ability to work independently with minimal supervision required
- Associate's degree (A.A.) or equivalent from two-year college or technical school; or 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
Benefits
- Medical, Dental, Vision, Basic Life, Vol Life, Whole Life,STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, Doctegrity, FSA, HSA, 401k, PTO, and much more!
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