Un-Canned Financial Adviser Marketing, Effortlessly Automated
Automated Marketing for Financial Advisors • Automated Business Processes • Prebuilt Marketing Campaigns
July 24
🏡 Remote – New York
Un-Canned Financial Adviser Marketing, Effortlessly Automated
Automated Marketing for Financial Advisors • Automated Business Processes • Prebuilt Marketing Campaigns
• Partner with clients in a 1:1 and 1:many setting through our client journey to ensure that they are meeting key milestones for their own successful business outcomes • Deliver programs at scale that teach successful digital marketing best practices to our clients, ultimately allowing them to reach their growth goals • Provide digital marketing expertise to help clients find success using our industry-leading email campaigns, conversion-optimized websites, and/or multi-channel texting products • Proactively monitor and address member concerns and opportunities through quantitative and qualitative channels, bringing new and fresh ideas forward to create client success • Build strong member relationships by maintaining high levels of engagement and communication
• 2-4 years of Customer Success experience, managing successful and proven outcomes • Previous industry experience in digital marketing, websites or relevant technology is preferred • Excellent communication and organizational skills • Ability to multitask and prioritize • Self-starter with strong problem-solving skills • Proven experience producing in a virtual environment • Proper remote working environment with stable high-speed internet, electricity, and appropriate working space • Strong asynchronous communication ability • Tech-savvy and highly comfortable working with remote communication software • Ability to be productive, disciplined, and trustworthy while working independently
• Work Remotely • Flexible Time Off for your vacation, personal and sick days • Development Fund to help you grow • Medical Insurance Options • Parental/Maternity Leave • Growth opportunities
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