Job Description
**Key Responsibilities**:
- Operations & KPI Management
- Oversee day-to-day operations with clear plans, dates, and budget deadlines.
- Develop and implement KPI dashboards for Marketing, Sales, and Operations.
- Identify and track the most important KPIs and their supporting metrics.
- Ensure accountability across internal teams and external partners.
- Collaborate with fund administration, CPAs, attorneys, and others to ensure compliance and efficiency.
- Marketing & Sales Leadership
- Lead marketing campaigns (online advertising, direct response, etc.) with a strong understanding of lead generation.
- Manage or coordinate with third-party marketing firms and oversee strategy, copy, and campaign execution.
- Provide guidance and oversight to the sales team to ensure leads are effectively converted.
- Develop sales strategies, set targets, and monitor performance using CRM tools (HubSpot or similar).
- Ensure the best-performing salespeople remain ...
- Operations & KPI Management
- Oversee day-to-day operations with clear plans, dates, and budget deadlines.
- Develop and implement KPI dashboards for Marketing, Sales, and Operations.
- Identify and track the most important KPIs and their supporting metrics.
- Ensure accountability across internal teams and external partners.
- Collaborate with fund administration, CPAs, attorneys, and others to ensure compliance and efficiency.
- Marketing & Sales Leadership
- Lead marketing campaigns (online advertising, direct response, etc.) with a strong understanding of lead generation.
- Manage or coordinate with third-party marketing firms and oversee strategy, copy, and campaign execution.
- Provide guidance and oversight to the sales team to ensure leads are effectively converted.
- Develop sales strategies, set targets, and monitor performance using CRM tools (HubSpot or similar).
- Ensure the best-performing salespeople remain ...
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