Sales and Marketing Executive Assistant for an Accounting Firm

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Requirements:

• Exceptional organizational skills – ability to track multiple leads, tasks, and deadlines.
• Excellent written and verbal communication skills in English.
• Experience in sales support, lead generation, or marketing (B2B experience preferred).
• Strong attention to detail and ability to manage multiple priorities efficiently.
• Proficiency in CRM tools, LinkedIn, email marketing, and basic website management.
• Self-starter with a proactive, results-driven mindset.
• Ability to create and refine clear, engaging marketing content.

Responsibilities:

• Build and maintain an organized lead database, ensuring accuracy and regular updates.
• Research and qualify potential clients, identifying the best leads for outreach.
• Engage and nurture leads through LinkedIn, email, and other channels.
• Follow up diligently on all inbound and outbound leads to keep them moving through the pipeline.
• Schedule and coordinate appointments between potential clients and the CEO.
• Improve and update the Grandview CFO website to enhance lead conversion.
• Manage and optimize the CEO’s LinkedIn presence, including content creation and engagement.
• Develop high-quality marketing content, including blog posts, LinkedIn articles, and email campaigns.
• Create compelling client proposals tailored to prospective client needs.
• Maintain and execute a structured marketing calendar to ensure consistent outreach.
• Track and manage the sales pipeline, ensuring visibility into lead status.
• Generate weekly and monthly reports on sales and marketing performance.
• Maintain CRM records, ensuring all interactions are properly documented.
• Improve lead management processes for efficiency and higher conversion rates.