Sales Administrative Assistant / Business Development Associate

Engineered Tax Services·Remote(United States)
Admin & Virtual Assistant
Excel

WFA Digital Insight

The demand for skilled sales administrative assistants continues to rise, with a significant 25% increase in remote job openings over the past year. As companies adapt to the new normal, professionals with strong analytical and problem-solving skills are in high demand. Engineered Tax Services stands out as a forward-thinking company, and this role offers a unique opportunity to work with a dynamic team. With the growth of digital marketing and paid media, candidates with expertise in Excel and CRM software are particularly sought after. Before applying, candidates should be aware that this role requires strong organizational and multitasking skills, as well as excellent communication and customer service skills.

Job Description

About the Role

The Sales Administrative Assistant role is a critical part of the sales team at Engineered Tax Services, providing essential support to the Executive Sales Director and sales team. As a key member of the team, you will be responsible for managing the sales director's calendar, emails, and tasks, as well as placing outbound calls and sending follow-up emails. Your exceptional organizational and multitasking skills will enable you to prioritize tasks, manage multiple projects, and maintain accurate records.

The sales team at Engineered Tax Services is a dynamic and results-driven group, and this role offers the opportunity to work closely with experienced professionals in the industry. As a sales administrative assistant, you will play a vital role in driving the sales process forward, and your attention to detail and problem-solving skills will be essential in maintaining the high standards of the team.

What You Will Do

  • Manage the Executive 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, and other sales-related activities
  • Maintain and track Executive Sales Director's projects, tasks, and reminders
  • 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

What We Are Looking For

  • Associate's degree (A.A.) or equivalent from two-year college or technical school; or three to five years of related experience and/or training; or equivalent combination of education and experience
  • Strong analytical, planning, and problem-solving capabilities
  • Demonstrated initiative and ability to work independently with minimal supervision required
  • Proficient in Computer, Microsoft Office, Excel, Google Docs, etc.
  • Excellent communication skills, written (basic grammar, punctuation), verbal, and customer service
  • Ability to navigate through websites to research and obtain information
  • 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

Nice to Have

  • Experience with sales CRM software
  • Familiarity with digital marketing and paid media
  • Knowledge of Zoho and Client Portals
  • Certification in sales or marketing
  • Experience working in a remote team environment

Benefits and Perks

  • Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more
  • Opportunities for career advancement and professional growth
  • Collaborative and dynamic work environment
  • Flexible working hours and remote work options
  • Access to cutting-edge technology and tools
  • Ongoing training and development opportunities

How to Stand Out

  • Develop your skills in Excel and CRM software to stand out as a strong candidate
  • Create a portfolio that showcases your organizational and problem-solving skills
  • Be prepared to discuss your experience with sales-related software and technology
  • Research the company and the role thoroughly to demonstrate your interest and enthusiasm
  • Practice your communication and customer service skills to ensure you can effectively interact with clients and colleagues
  • Be prepared to discuss your experience working independently and as part of a team

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