Sales and Marketing Executive Assistant for an Accounting Firm

Role Overview

As the Sales and Marketing Executive Assistant, you will play a crucial role in growing CFO firm in the US by managing and improving our lead generation and marketing efforts. You will work alongside the CEO to identify, nurture, and convert leads while ensuring a streamlined sales process.

This is a remote, contract position with a monthly contract of $1,000 and potential for long-term growth within the company. At least six work hours per day must overlap with the Mountain Time Zone.

Key Responsibilities

Lead Generation & Nurturing

• 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.

Marketing & Content Creation

• 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.

Sales Operations & Reporting

• 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.

Key Qualifications & Skills

• 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.