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Whether you’re just starting out or bringing years of experience, you’ll find opportunities here to learn, contribute, and advance.
- Collect, clean, and analyze large datasets from multiple business systems (CRM, call logs, marketing platforms, financial records) to generate actionable insights for management.
- Develop and maintain interactive dashboards and business intelligence reports in tools such as Power BI, SQL, and BigQuery to track KPIs related to agent performance, sales, and marketing effectiveness.
- Conduct detailed analysis of marketing campaigns, including lead conversion rates, call outcomes, and ROI, to optimize performance and reduce acquisition costs.
- Design and implement data models, including dimensional modeling, data bridges, and surrogate keys, to unify information across multiple platforms and ensure accuracy in reporting.
- Partner with leadership to provide insights into customer behavior, campaign performance, and operational efficiency, supporting data-driven decision-making and strategic growth.
- Build predictive and performance analysis models using SQL, Python, and statistical methods to identify trends, forecast outcomes, and recommend improvements.
- Ensure data quality and integrity by implementing validation checks, cleaning processes, and governance practices across reporting pipelines.
- Translate business requirements into technical data solutions, supporting cross-functional teams (marketing, sales, operations) with reporting and ad-hoc analysis.
- Identify automation opportunities in reporting and ETL workflows to streamline processes and improve real-time decision making.
- Requires Bachelor’s degree in Information Systems, $101712/yr. Business Analytics or closely related + 2 years of experience or master’s degree in Information Systems, Business Analytics or closely related.
- Engage with prospective clients through inbound and outbound calls, emails, and digital communication channels.
- Understand client needs and recommend appropriate products or services based on their goals.
- Present solutions clearly and professionally, addressing questions and guiding clients through the decision-making process.
- Maintain accurate records of client interactions, activities, and outcomes within the CRM system.
- Follow up with prospects consistently to move opportunities through the sales pipeline.
- Collaborate with marketing and operations teams to improve lead quality and conversion rates.
- Meet or exceed individual and team sales goals on a consistent basis.
- Provide feedback on client trends, objections, and opportunities to help refine sales strategies.
- Adhere to company policies, compliance standards, and ethical sales practices.
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American Tax Defense is NOT a Debt Settlement Agency and NOT a Credit Counseling Agency. We DO NOT work with your credit card companies and we DO NOT negotiate credit card debt in any way. American Tax Defense services are for taxpayers to consult with agents for tax related services in regard to Tax Preparation, Audit Representation, Removal of Tax Levies and Wage Garnishment, as well as other tax related services by providing communication, preparation of necessary forms related to the IRS programs (Offer in compromise, Fresh Start and other programs strictly offered by the IRS).
As such, the IRS makes determination of eligibility and payment amount. American Tax Defense does not play a role in the approval or payment amount set forth by the IRS. Subject to terms and conditions, results may vary.
We are not affiliated with the IRS, any private tax collector, or any state tax agency. The information offered on this website is for informational purposes only and should not be construed as tax or legal advice. Before taxpayers sign up with any tax preparation consulting company, they should request a free consultation in order to understand how tax services work and the costs associated with it.
The free consultation comes with no obligation to use any product or services.