Sales Operations & Marketing Coordinator - Client: Financial Services

Department: Boutique Client

Employment Type: Freelance

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout 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.
\nWhy 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 makeCRM Management & Sales Operations \nManage and optimize HubSpot CRM system\nTrack client interactions and maintain contact database\nBuild and manage contact lists using LinkedIn tools\nCreate and maintain systematic processes\nGenerate reports and analytics\nMarketing Campaign Support \nDevelop and execute marketing campaigns\nCreate engaging content\nManage email automation workflows\nTrack campaign performance metrics\nImplement optimization strategies\nClient Relations & Appointment Setting \nCoordinate client meetings and appointments\nManage LinkedIn outreach and lead generation\nSupport proposal creation process\nMaintain professional communication\nEnsure timely follow-ups\nProject Coordination \nUse project management tools to track progress\nCoordinate team tasks and activities\nMaintain project documentation\nSupport workflow optimization\nEnsure timely project completion\n

Skills, Knowledge and ExpertiseRequired:\n2+ years in sales operations or CRM management\n1+ years managing marketing campaigns\nAdvanced proficiency in HubSpot CRM\nExperience with LinkedIn and list-building tools\nKnowledge of email automation platforms\nProject management tool expertise\nExperience in the financial services sector preferred\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nStrong attention to detail\nExcellent organizational skills\nProactive problem-solving ability\nOutstanding communication skills\nQuick technology adoption\nProcess improvement mindset\nMulti-tasking capabilities\nYou should apply if… \nYou thrive in fast-paced environments\nYou're passionate about systems and processes\nYou enjoy both independent and collaborative work\nYou're detail-oriented and organized\nYou have strong technical aptitude\nYou value client service excellence\n\nWhat to expect...

\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\nMonday to Friday from 9 AM to 5 PM EST (Eastern Standard Time)\n40 hours per week\nCompensation:\n$7 per hour\nNo benefits package included\n

Benefits