Engineered Tax Services Inc.

Chief Marketing Officer

• Work directly with the CMO to anticipate barriers, find ways to continuously improve efficiency so the department runs efficiently
• Administrator of Zoho software suite to maintain, update and enhance the firm’s procedures through enhanced productivity
• Basic understanding of ETS/TGP services after training is completed
• Manage the training and development for sales admin team on all processes, procedures, and policies
• Zoho and CRM policies, training, and compliance
• Maintain Executive Assistant duties for CMO
• Place outbound calls and send follow-up emails using ETS process, scripts, and draft emails
• Schedule appointments, calls, meetings, webinars (Project Calls, Project Follow Up Calls etc.)
• Maintain and track CMO’s 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, Track, AIChE and other associations for business development (American Institute of Chemical Engineers)
• Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.)
• Prepare Cost Segregation requests, as required for new projects
• Submit and confirm signed LOEs to client and operations team
• Prepare and send emails on behalf of CMO (projects, webinar, new leads etc.)
• Basic understanding of ETS/TGP Services after training is completed
• Zoho and CRM policies, training, and compliance
• Place outbound calls and send follow-up emails using ETS process, scripts, and draft emails
• Schedule appointments, calls, meetings, webinars (Project Calls, Project Follow Up Calls etc.)
• Prepare and send emails on behalf of CMO, (projects, webinars, new leads, etc.)
• Perform other related duties as assigned

Executive Assistant to CMO