Engineered Tax Services Inc.

• The Sales Manager, Operations owns the sales operating system and is responsible for the day-to-day management of ETS's sales organization — not a direct seller, but accountable for $20M in team revenue production across inside sales, junior sales directors, sales directors, and senior sales directors. • Conduct regular 1:1s with all direct reports and own the full performance management lifecycle — reviews, PIPs, and terminations — in partnership with HR. • Manage PTO approvals, staffing coverage, and new hire ramp plans to ensure the team is consistently structured to support revenue targets. • Own the weekly revenue forecast and activity metrics, delivering a consistent reporting cadence to the executive team. • Maintain pipeline health, ensure opportunities are accurately staged and progressed toward close, and identify conversion bottlenecks (lead → meeting → close) to drive corrective action with leadership. • Own CRM hygiene standards and enforce consistent tracking of leads, accounts, and opportunities across the full sales org. • Own the sales operating cadence, SOPs, and playbooks — ensuring processes are documented, consistently followed, and scalable as ETS grows. • Own sales intake standards (SQLs) and handoff readiness to ensure deals are operations-ready at close, reducing downstream friction and rework. • Serve as the operational point of contact between sales, marketing, and operations to ensure qualified lead flow and alignment on pipeline and capacity.

• 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

• Conduct initial interviews with Client to understand operations and R&D applications • Preparation of accurate credit calculations at federal and state level • Conduct in-depth interviews with Client personnel • Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit • Develop and sustain excellent client relationships • Manage the R&D supporting team members

• Review and discuss Project Status with Client Success Manager, Director of Operation, Team lead and QC team • Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling • Assist with all relevant project data tracking in Zoho Project Management and Client Portal • Update project boards and generate a weekly summary report for projects • File project documents upon receipt • Complete initial review of documents for all projects • Submit welcome emails to clients upon receipt/ issuance of the new projects assigned • Generate and follow up on outstanding Requests for Information (RFI) as needed • Manage, organize, and update all relevant project data • Download/ Upload and Save project documentation • Ascertain scope of work and communicate with engineering and clients on what is missing • Schedule, lead and manage kick off calls • Assist with site visit scheduling • Any other administrative tasks assigned