Sales Operations & Marketing Coordinator - Client: Financial Services
Department: Boutique Client
Employment Type: Freelance
Location: LatAm - Mexico
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
About the ClientA well-established financial consultancy providing comprehensive wealth management services to high-net-worth individuals and families. They focus on delivering sophisticated guidance through an integrated platform of services, emphasizing personalized attention and long-term client relationships.Why this role exists
We are seeking a detail-oriented coordinator to streamline our sales operations and marketing initiatives while maintaining exemplary client service standards. This role is vital for optimizing our CRM system, supporting marketing campaigns, and ensuring efficient client communication processes. The position will help establish and maintain systematic approaches to client relationship management and marketing operations.
The Impact you’ll make
CRM Management & Sales Operations- Manage and optimize HubSpot CRM system
- Track client interactions and maintain contact database
- Build and manage contact lists using LinkedIn tools
- Create and maintain systematic processes
- Generate reports and analytics
- Develop and execute marketing campaigns
- Create engaging content
- Manage email automation workflows
- Track campaign performance metrics
- Implement optimization strategies
- Coordinate client meetings and appointments
- Manage LinkedIn outreach and lead generation
- Support proposal creation process
- Maintain professional communication
- Ensure timely follow-ups
- Use project management tools to track progress
- Coordinate team tasks and activities
- Maintain project documentation
- Support workflow optimization
- Ensure timely project completion
Skills, Knowledge and Expertise
Required:- 2+ years in sales operations or CRM management
- 1+ years managing marketing campaigns
- Advanced proficiency in HubSpot CRM
- Experience with LinkedIn and list-building tools
- Knowledge of email automation platforms
- Project management tool expertise
- Experience in the financial services sector preferred
- WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
- Strong attention to detail
- Excellent organizational skills
- Proactive problem-solving ability
- Outstanding communication skills
- Quick technology adoption
- Process improvement mindset
- Multi-tasking capabilities
- You thrive in fast-paced environments
- You're passionate about systems and processes
- You enjoy both independent and collaborative work
- You're detail-oriented and organized
- You have strong technical aptitude
- You value client service excellence
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
- Monday to Friday from 9 AM to 5 PM EST (Eastern Standard Time)
- 40 hours per week
- $7 per hour
- No benefits package included
Mexico
