Remote
Basic Function:
The Executive Assistant is to support the marketing teams in standard operating procedures by tracking all the administrative and clerical details and clearing the path to make the most impact on the business.
Position's Intention: The Executive Assistant supports the CMO by ensuring all the administrative and clerical details are cared for and clearing the path to make the most impact on the business both internally and externally.
Success Measurements: Organized, clear-headed during emergencies, strong relationships with others that leads to growth of the team, customer satisfaction.
Essential Duties:
- 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
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIRED SKILLS:
- 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
Education/ Certification:
- Associate's degree (A.A.) or equivalent from two-year college or technical school; or
- Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience
LANGUAGE SKILLS: Excellent verbal and written communication skills; capable of influencing internal and external stakeholders effectively.
Reasoning ability: Strong analytical and critical thinking skills; ability to solve complex problems, make strategic decisions, and provide sound business judgment.
computer SKILLS: Knowledge of sales software; Excel; Microsoft Office
Supervisory
Responsibilities: None
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands and office work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands: While performing the duties of this job, the employee is required to sit, talk, and hear. The employee is required to sit for extended periods of time; reach with hands and arms. Because this job is performed in a home office work environment, it is the employee's responsibility to create a workspace that will not promote injuries to the body; such as, back, wrist, neck, eyes, etc.
