Admin Assistant/Sales Coordinator

Why US:

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The isolved Admin Assistant/Sales coordinator, reporting to the Tax Credit Director, will support and implement a client base expansion through the service product of tax credits and support tax credit department workflow. The Sales coordinator must be familiar with the Tax Credit Program and Netsuite, and all its capabilities. Admin Assistant position will support the director with scheduling, meeting preparation and reporting.

Core Job Duties

• Prepare and send start-up kit containing client letter, Engagement letter, Power of Attorney, Direct Debit, WOTC forms and step by step instructions for new clients.
• Update all client fields in NetSuite when a signed engagement is received.
• Coordinate location information for each engagement letter, keeping up-to-date and setting up any new locations as they are added, researching missing information and adding to Program, and NetSuite.
• Review the A/R aging report each week for client accounts with past-due dates over 60 days.
• Charge Backs work with clients and billing department to resolve any issues that come up with ACH or credit card payments.
• Keep tax credit director up-to-date on A/R issues and meet with director to review ongoing issues.
• Assist with updating contact information, adding to NetSuite, and Program.
• Prepare report for sales staff that track contracts that our outstanding and are waiting to go live.
• Various reports for sales staff and director.
• Complete projects as assigned.
• Work toward continuous quality
• Stay current with changing technology, including software
• Uphold, support, and promote all company policies

Minimum Qualifications

• Bachelor's degree (B.A.) from four-year college or university required
• One to two years related experience and/or training preferred; or equivalent combination of education
• MS Office and Adobe Acrobat knowledge
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence, and procedures
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Ability to define problems, collect data, establish facts, and draw valid conclusions

About isolved

isolved is an employee experience leader, providing intuitive, people-first Human Capital Management technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

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