Sales & Marketing Specialist
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Job Description
Sales & Marketing Specialist supporting Sales, Client Success and Marketing operations for a firm improving finance functions for clients across Canada and the US.
Responsibilities:
- Provide high-level administrative and coordination support to Solution Advisors and Client Service Managers, including calendar management, meeting coordination, and follow-ups.
- Manage sales and marketing calendars, assets, and documentation to ensure organization, accessibility, and version control.
- Administer and optimize CRM systems, including data integrity, workflow management, reporting, and campaign list development.
- Plan and execute conferences and events, including research, logistics, travel coordination, booth execution, and post-event follow-up.
- Conduct market, territory, and competitive research to inform sales strategies, outreach, and campaign development.
- Coordinate with internal and external stakeholders to support projects, events, and business development initiatives.
- Maintain confidentiality while contributing to efficient team operations and continuous process improvement.
Requirements:
- Diploma/ degree in business administration or related discipline; postgraduate or professional certification in Sales, Marketing, Business Administration or Project Management.
- 5-7 years of administrative and executive support experience, preferably supporting Sales, Marketing, Customer Support, Professional Services, or Operations.
- Experience managing calendars, scheduling meetings, coordinating stakeholders, and supporting executive-level roles.
- Experience with territory research or business development support is strongly preferred.
- A proven ability to learn and master technology.
- Familiarity with CRM tools (Salesforce, HubSpot, or similar) required/preferred.
- Experience with project management tools (e.g., Asana) is an asset.
- The capacity to solve complex challenges, within a defined framework and timeline.
- Outstanding verbal, written and presentation skills.
- The ability to effectively use the entire MS Office Suite including Outlook, Excel, Word & PowerPoint.
- Impeccable attention to detail and high standards for quality and creativity.
- Solid time management skills, sensitivity to confidential matters.
Benefits:
- Competitive Salary
- Work remotely - from a secure home office or with a laptop & Wi-Fi from a location where you can ensure privacy and maintain confidentiality.
- Optional Compressed Work Week subject to training progress and performance
- Generous Vacation Policy
- Comprehensive benefits package including medical, dental, vision care coverage and retirement savings options
- Fitness reimbursement
- Professional development reimbursement
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