Marketing Manager

Job Summary
We are seeking a dynamic and experienced Marketing Manager to lead our marketing initiatives. The ideal candidate will possess a strong background in digital marketing, advertising, and content creation, with a proven ability to develop and implement effective marketing strategies. This role requires a creative thinker who can analyze market trends and consumer behavior to enhance our marketing efforts.

Marketing Manager Job Description

1. CRM Management & Operations (Salesforce)

• Oversee the organization, entry, and management of client data within Salesforce
• Prepare and execute drip marketing campaigns aimed at lead nurturing and client engagement
• Train team members on Salesforce tools and best practices for CRM utilization
• Analyze CRM data to track campaign performance and optimize lead generation efforts

2. Annual Review System Management

• Schedule and coordinate annual reviews for clients
• Conduct reminder calls to ensure clients are prepared for their scheduled review meetings
• Oversee the logistics and tracking of review appointments, ensuring timely and accurate documentation
• Collaborate with financial advisors to ensure reviews are meaningful, thorough, and aligned with client needs
• Address client concerns and feedback, using reviews as an opportunity to build stronger relationships and enhance customer retention

3. Customer Appreciation & Engagement Events

• Coordinate the Ambassador Program to reward loyal clients and advocates of the firm
• Organize and manage customer appreciation events (e.g., Iron Springs, and other special client-focused events)
• Identify new event opportunities to enhance client relationships and brand loyalty
• Oversee the execution of events, ensuring all details are handled from planning to postevent follow-up

4. Seminar Coordination

• Schedule and organize educational seminars, webinars, and client workshops
• Promote events through various marketing channels, ensuring strong attendance
• Report on seminar outcomes, including attendee feedback, engagement, and actionable takeaways
• Send confirmations and reminders to participants, ensuring a high rate of attendance
• Act as the primary contact point for seminar-related inquiries

5. Website Management

• Manage and update website content to reflect the firm’s services, offerings, and brand messaging
• Monitor and respond to website-generated leads, ensuring timely follow-up by the appropriate teams
• Oversee the scheduling and posting of new content to engage visitors and capture new leads 6. TV Commercial Production & Management
• Lead the creative process for TV and YouTube commercials, including content creation, scripting, and editing
• Collaborate with internal teams and external vendors to produce high-quality video content
• Manage the distribution and promotion of TV commercials and video content across multiple platforms
• Monitor the performance of TV commercials and adjust strategy based on audience engagement metrics

Qualifications for Marketing Manager

Education & Experience:

• Bachelor’s degree in Marketing, Communications, Business Administration, or a related field
• 3 years of experience in marketing, preferably in a financial services or professional services environment
• Experience managing and utilizing CRM systems (Salesforce experience preferred)
• Proven track record in event coordination and client relationship management
• Experience in content creation and digital marketing, including social media, website management, and email campaigns

Skills & Knowledge:

• Strong understanding of drip marketing campaigns and lead nurturing strategies
• Knowledge of financial services industry and its regulatory and compliance standards (or a strong willingness to learn)
• Project management skills with the ability to juggle multiple initiatives simultaneously
• Excellent verbal and written communication skills, with the ability to create compelling marketing content
• Analytical skills to track, measure, and report on the performance of marketing campaigns
• Familiarity with SEO, SEM, and digital marketing best practices to drive online presence and engagement
• Proficiency with design and video editing tools (e.g., Adobe Creative Suite, Canva, etc.) for content creation (especially for commercials and promotional materials)
• Strong interpersonal skills and the ability to work effectively with internal teams and external clients

Personal Attributes:

• Detail-oriented with a strong ability to manage multiple tasks and meet deadlines
• Customer-focused with a passion for building lasting relationships and enhancing client satisfaction
• Ability to think strategically while being hands-on with day-to-day marketing activities
• Proactive, with a strong sense of initiative and the ability to work independently
• Strong problem-solving and critical thinking skills to address challenges and drive solutions
• Comfortable working in a fast-paced environment with the flexibility to adapt to changing priorities

Certifications (Preferred but Not Required):

• Familiarity with Salesforce or other CRM software
• HubSpot, Google Analytics, or other relevant marketing certifications

Join our team as we strive for excellence in our marketing efforts!

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Colorado Springs, CO 80903 (Preferred)

Ability to Relocate:

• Colorado Springs, CO 80903: Relocate before starting work (Required)

Work Location: In person

Salary : $20