Sales and Marketing Manager | Glastonbury, CT

Detailed Information

  • Location: Glastonbury, CT

  • Company: Accounting Resources

and resourceful. A successful Sales and Marketing Manager will manage projects by effectively collaborating with our clients and internal teams to deliver outstanding results and meet deadlines. It is essential that this person possesses exemplary written and verbal communication skills, an ability to multi-task, and strong attention to detail.

Primary Responsibilities: Marketing Partner with our external marketing agency to coordinate and execute on strategic marketing initiatives, including content creation and social media management. Sales & Client Engagement Manage all stages of our sales and pipeline processes. Work with Sr. Management through the new client acquisition process

including preparation of NDA's, proposals & engagement letters. Liaise with clients to identify requirements and gather setup information. Client offboarding, including data archival and revocation of IT privileges.

Operations & Project Management Own Client Relationship Management (CRM) system for the firm. Coordinate technology setup requests with IT. Network file structure setup. Monitor setup progress and handle any issues that arise. Process data requests and collection of data, including set up in Lastpass, Bank access, FEIN, State reg numbers, payroll info, credit card accounts, loan docs, insurance policies, articles of incorporation, prior year tax returns, etc. Assign tasks

to internal teams and assist with schedule management. Act as the point of contact and communicate project status to all participants.

Skills BS in Business Administration or related field. Previous experience as a Sales and/or Marketing Manager, or similar role. 3 years of project management experience, from conception to delivery. Ability to prepare and interpret flowcharts, schedules, and step-by-step action plans Experience with MS 365 and Share Point. Exceptional organizational skills, including task prioritization and time-management. Excellent interpersonal and communication skills. Proven ability to interface with clients and stakeholders at all levels.

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