Sales and Marketing Remote Assistant

Position Overview:
We are seeking a proactive Sales and Marketing Assistant with exceptional
organizational, communication, follow-up and sales skills. This role will play a pivotal part in supporting sales and marketing efforts to attract, engage, and convert prospects into long-term clients. The position is virtual and supports the dynamic work of a business development coach.

 

Key Responsibilities:

Sales Support:

• Actively follow up with prospects generated through various channels, including webinar attendance, ProVisors, LinkedIn, and email outreach.
• Coordinate prospect scheduling and ensure timely communication to move leads through the sales pipeline.
• Support prospecting efforts by researching potential clients and strategic partners.

Marketing Support:

• Coordinate and event logistics, including setting up Zoom meetings, creating registration pages, and providing co-hosting support. (FAST program)
• Manage and update client assessments and resources.
• Help optimize CRM and marketing platforms (e.g., Go High Level) to support targeted campaigns and communication strategies.

Administrative Support:

• Organize and maintain sales and marketing files through Dropbox.
• Schedule and coordinate Zoom meetings and calls with prospects, strategic partners, and clients.
• Send out e-cards and mailed cards through online system to clients, prospects, strategic partners, and past clients.
• Manage Outlook calendar.

Qualifications:

• Proven experience in sales support and/or marketing roles, ideally in the financial services sector.
• Exceptional communication and relationship-building skills with a strong focus on client service.
• Proficiency with GoHighLevel, Google Docs, Dropbox, Calendly and Zoom.
• Strong attention to detail, organizational skills, and ability to manage multiple projects simultaneously.
• Tech-savvy with a willingness to learn and adapt to new systems and tools.
• A self-starter with a positive, proactive attitude and a strong work ethic.

Location: Virtual (supporting business located in Moraga, California).

Preferred Experience:

• Familiarity with financial services.
• Experience in sales and pipeline management.
• Executive administration experience

SCHEDULE: M-F 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM PST (as preferred by the client)

BENEFITS: full remote, fixed weekends off, paid time-off and health insurance after probationary period

SALARY: $700-$1,000 / month depending on experience