Marketing & Proposal Coordinator
5 months ago
**Job Information**:
Industry
**Accounting***
Work Experience
**1-3 years***
Salary
**Upto 30,000 per month***
City
**Vadodara***
State/Province
**Gujarat***
Country
**India***
Zip/Postal Code
**390023**
**Sales Cycle Responsibilities**:
- Develop and maintain a CRM or contact management database.
- Maintain a detailed pipeline of prospects and conduct follow-up calls and activities as needed.
- Prepare and present bi-monthly synopses of prospect activity.
- Manage company profile and portfolio with software and business partners.
- Schedule regular meetings and track progress with software partners/business partners' account managers through collaboration in marketing and networking events, enhancing partnership benefits.
- Manage company BD user profile on LinkedIn and network.
- Prepare quarterly roadmaps to increase footfall, inquiries, and engagement on the website, company partner profiles, and public platforms.
- Track and follow up on quarterly targets.
- Manage CRM tool with accurate and timely data and lead status updates.
- Screen and qualify new prospects, track lead generation, engagement, and conversion ratio on a monthly basis.
- Coordinate and schedule sales/prospect meetings as required.
- Maintain a calendar of calls and meetings for the Partnership Manager and CEO.
- Prepare proposal templates and mail proposals.
- Maintain the pipeline to track all delivered proposals and their status.
- Follow up on delivered proposals as assigned.
- Track and report on reasons for lost proposals.
- Coordinate and manage the fulfillment of engagements after a sale is closed, including setting up clients in the firm's billing system and coordinating with billing.
- Prepare and coordinate correspondence and mailings.
- Place follow-up calls on marketing and sales literature mailed out; report to the Partnership Manager, MD, and CEO.
**Marketing Campaigns & Activities Responsibilities**:
- Coordinate marketing activities including direct mail campaigns, trade shows, seminars, speaking engagements, press releases, and advertising.
- Maintain inventory of promotional materials such as brochures, flyers, and giveaways.
- Coordinate the mailing and distribution of promotional materials.
- Manage external vendors, including content writers, designers, printers, mailing houses, and marketing agencies.
- Maintain the firm's marketing calendar, tracking the progress, budget, status, and results of each marketing campaign.
- Ensure the firm's website information is current and accessible.
- Write collateral materials such as manager and partner bios, PDF flyers, and other materials as necessary, with the assistance of outside vendors when appropriate.
- Own, schedule, and write recaps for monthly marketing meetings.
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