Operations & Marketing Assistant

Role: Operations & Marketing Assistant
Contract: Full-time Remote Contractor
- 20 hours weekly / 80 hours monthly during the first 90 days
- 40 hours weekly / 160 hours monthly after 90 days
Business Hours: Monday to Friday, 9 AM -5 PM PST
Rate: Part-time: $7 - $11 USD per hour / $560 - $880 monthly | Full-time: $7-$11 USD per hour / $1,120 - $1,760 monthly (Salary is negotiable based on experience and location)
Availability to Start: Immediately

Client's Profile:
This dynamic consultancy firm empowers C-level executives, business owners, visionaries, and creators by streamlining their business operations and enhancing functionality. Founded by an experienced leader, the company offers personalized consulting services that help clients overcome business obstacles and achieve their goals. Their innovative approach focuses on creating efficient systems and protocols tailored to each client's needs, fostering confidence and peace of mind. Committed to delivering high-quality solutions, the firm ensures clients can manage their businesses effectively and achieve lasting success.

What You'll Do:
As an Operations & Marketing Assistant, you will be crucial in supporting the marketing initiatives and operational efficiency. You will work closely with the team to manage client communication, lead generation, sales support, and operational tasks. Your responsibilities will span various domains, ensuring the smooth execution of marketing campaigns and operational processes.

Your responsibilities will include:

Operations & Administrative Support:
- Develop training materials to support onboarding and skill development.
- Maintain and update SOPs to reflect best practices.
- Oversee software and tools to streamline workflows and enhance productivity.
- Maintain organized email communication, prioritizing urgent matters.
- Manage scheduling for meetings, events, and team activities.

Marketing & Sales Support:
- Manage and optimize email campaigns using ActiveCampaign to enhance engagement and conversions. Provide strategic input on email flows without engineering complex automation or writing copy.
- Implement LinkedIn strategies to expand the professional network and generate business opportunities.
- Conduct online research using LinkedIn Navigator and other tools to identify target markets and potential leads.
- Maintain consistent follow-ups with leads and existing clients to build relationships and guide them through the sales funnel.
- Manage CRM tools to track interactions and ensure high customer retention.
- Assist in tracking, analyzing, and optimizing referral program performance. Provide administrative support to ensure a smooth execution of referral initiatives.
- Generate reports on sales and marketing performance, providing insights for strategy improvement.
- Create simple marketing visuals using Canva (e.g., infographics, posters) to support campaigns.

Finance & Bookkeeping Support
- Prepare and send accurate invoices and quotes, addressing inquiries or discrepancies.
- Maintain financial records, ensuring transactions are recorded and categorized correctly.
- Track and manage timesheets to ensure accurate payroll processing, resolving any discrepancies promptly.

What You Should Have
MUST HAVES:
- Minimum of three years of experience in Outbound Sales, Lead Generation, Lead Nurturing, and Operations.
- At least one year of experience working remotely with clients/companies from the US, UK, CA, and/or AU.
- Background in administration and operations assistance and project management.
- Experience with Google Suite (particularly Sheets and Gmail).
- Experience with tools like Asana, LinkedIn Navigator, Active Campaign, Wave, Quicken, Slack and Canva (preferably).
- High energy, a passion for interacting with people, and a commitment to caring for others.
- Proven and consistent track record of getting work done.
- Strong career drive and curiosity to learn.
- Excellent organizational skills and attention to detail.
- Excellent written and verbal English communication skills with a preference for a neutral North American accent.
- Ability to manage time effectively and meet deadlines.

NICE-TO-HAVES:
- An eye for graphic design and experience with Canva or similar tools.
- Experience in financial management and bookkeeping.

Technology Specifications:
- Minimum 80 Mbps Internet Speed
- Windows 11 or macOS 15 Sequoia
- Minimum intel i5 8th gen with 8GB of RAM or Apple M1 chip with 8GB of RAM
- Webcam and Headset
- Designated Office Space in your home

Who You Are
We are hoping you are someone who:
- Is highly independent and can manage tasks and inquiries without constant supervision.
- Possess strong written and verbal communication skills, enabling effective collaboration with the team, especially in an online environment.
- Demonstrate excellent organizational skills to efficiently manage scheduling, billing, and client inquiries.
- With meticulous attention to detail to ensure data input, scheduling, and billing process accuracy.
- Effectively manage your time to meet response time goals and ensure the timely completion of tasks.