Sales & Marketing Operations Coordinator

Job description

Summary / Objective

Reporting to the New Client Services (NCS) Manager the Sales & Marketing Operations Coordinator serves as the operational conduit between NCS and Marketing ensuring alignment on lead generation event capture referral tracking and campaign execution. This position plays a critical role in managing Salesforce data integrity coordinating follow-up workflows and supporting outreach initiatives that drive new client acquisition and enhance strategic relationships. The ideal candidate possesses strong organizational skills exceptional attention to detail and the ability to collaborate effectively across departments.

Essential Functions

Pipeline & CRM Management :

Maintain and manage all pipeline activity in Salesforce to ensure accurate and complete tracking of client and prospect interactions.

Enter and monitor leads from all inbound and outbound sources including events referrals study clubs Benco and third-party vendors.

Ensure all Salesforce records are complete with verified data from websites or other public sources.

Oversee follow-up cadence ensuring that leads without scheduled calls are contacted within seven days.

Prepare and distribute Salesforce reports and dashboards reflecting lead activity conversion and campaign performance.

Marketing Coordination :

Collaborate closely with the Marketing team to plan and execute lead-generation campaigns tied to CWA speaking engagements study clubs and conferences (e.g. Chicago Midwinter local CE events).

Coordinate lead capture and post-event processing ensuring timely Salesforce entry and appropriate assignment.

Partner with Marketing to segment leads and launch automated drip or dip campaigns.

Participate in quarterly NCS / Marketing coordination meetings and track follow-up action items.

Referral & Relationship Tracking :

Support the referral reporting process by maintaining accurate monthly data on client and planner referrals with an emphasis on NFPs.

Coordinate referral handoffs to affiliates such as Elite Dental Alliance and ensure visibility across teams.

Maintain and distribute referral and partnership lists including those related to study clubs partnership opportunities and practice transitions.

Event & Outreach Support :

Support logistics coordination and lead tracking for study clubs dental schools and local outreach events.

Create and manage messaging to CWA clients with children in dental school introducing them to CWAs ambassador initiatives and Spear resources.

Work with Marketing and NCS leadership to develop and execute outreach campaigns invitations and follow-up communications.

Track event ROI metrics and report performance insights to leadership.

Administrative Support :

Provide administrative and operational support to NCS leadership including scheduling meetings coordinating follow-ups and managing shared documentation.

Maintain an NCS administrative wish list and proactively address recurring support needs.

Assist in delegating non-critical onboarding steps to streamline the client experience.

Responsibilities & Duties

Update and maintain Salesforce records ensuring all client interactions statuses and updates are current and accurate.

Manage the process for engagement letters and contracts through DocuSign coordinating with financial planners and advisors as needed.

Conduct periodic research and analysis on market trends and competitor activities to inform strategy.

Support cross-departmental projects and special initiatives aimed at improving client engagement referral processes and lead generation.

Assist with coordination of team events internal communication and process documentation.

Job requirements

Education & Experience

Bachelors degree in Business Administration Marketing Finance or a related field.

2 years of experience in sales operations marketing coordination or administrative support preferably within financial services or professional services industries.

Proficiency in Salesforce and DocuSign; familiarity with marketing automation tools (e.g. HubSpot Pardot) a plus.

Strong analytical organizational and project management skills.

Excellent written and verbal communication abilities; able to collaborate across teams and functions.

Travel

Minimal travel may be required for conferences or internal meetings.

Work Environment

This job operates in a professional office environment and routinely uses standard office equipment such as computers phones photocopiers and filing cabinets.

Physical Demands

This is a largely sedentary role; however occasional lifting of files or materials may be required.

Position Type & Expected Hours of Work

This is a full-time exempt position. Standard hours are Monday through Friday 8 : 30 a.m. to 5 : 00 p.m. Some flexibility in schedule and remote work may be allowed based on management approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program we seek to attract retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.

Compensation

Minimum : $65000.00 - Maximum : $80000.00

Benefits

Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues Licenses / Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as :

INSIDE Public Accounting - Top 100 Firms ()

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces ()

Accounting Today - Top 100 Firms ()

Forbes Americas Best Tax & Accounting Firms ()

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace ()

Accounting Today - Beyond Top 100 : Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms ()

INSIDE Public Accounting - Beyond the Top 100 ()

INSIDE Public Accounting - Top 200 Firms (0)

Dallas Business Journal - Top Accounting Firms (2018)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.

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Other jobs

Required Experience :

IC

Key Skills

Sales Experience,Microsoft Office,Customer Service,Hotel Experience,Hospitality Experience,Basic Math,Microsoft Powerpoint,Salesforce,Filing,Project Management Software,Administrative Experience,Sales Support

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 65000 - 80000