Engineered Tax Services Inc.

Executive Assistant to CMO

Engineered Tax Services Inc.

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $25 per hour

About the role

  • 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

Requirements

  • Demonstrated ability to manage teams
  • Conflict management skills
  • Ability to manage multiple responsibilities at once
  • Exceptional organizational skills and impeccable attention to detail
  • Ability to complete a high volume of tasks and projects with little or no guidance
  • Ability to deliver quality results in a fast-paced environment
  • Excellent communication skills, written (basic grammar, punctuation) and verbal
  • Must project an excellent customer service attitude
  • Strong analytical, planning, and problem-solving capabilities
  • Demonstrated initiative and ability to work independently with minimal supervision required
  • Ability to effectively write reports and business correspondence
  • Ability to effectively present information and respond to questions from managers, clients, customers, and 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
Benefits
  • Medical
  • Dental
  • Vision
  • Basic Life
  • Vol Life
  • Short-Term Disability
  • LTD
  • 401k
  • PTO
  • ID Theft
  • Legal
  • Doctegrity
  • Pet Insurance
  • and much more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Zoho softwareCRM policiesCost Segregationproject managementbusiness developmentdata trackingemail correspondenceresearch skillstask managementtraining and development
Soft Skills
team managementconflict managementorganizational skillsattention to detailindependent workcommunication skillscustomer serviceanalytical skillsproblem-solvingpresentation skills