Abundant Streams Capital Group
Marketing Coordinator
Abundant Streams Capital Group, Bartonsville, Pennsylvania, United States, 18321
Benefits:
Bonus based on performance
Health insurance
Paid time off
Marketing Coordinator – Client Experience & Lead Engagement Abundant Streams Capital Group is seeking a Marketing Coordinator – Client Experience & Lead Engagement to own the prospect experience from first contact through initial meetings.
This role is execution-focused, not strategy-focused. Systems, content, and processes are already in place. Success in this role comes from consistency, follow-through, attention to detail, and ownership of daily execution—not from creating new marketing ideas.
Key Responsibilities
Serve as the first impression ambassador for all prospects and brand-new clients.
Greet prospects for scheduled meetings and create a consistent WOW experience.
Ensure lobby, conference rooms, and common areas are clean, welcoming, and prepared.
Prepare conference rooms with correct PDFs, welcome screens, and meeting materials.
Handle incoming calls from leads and prospects; qualify leads and schedule appointments.
Send confirmation emails and letters.
Manage CRM data entry and updates.
Support seminars, workshops, webinars, and client events including registration, setup, and follow-up.
Track marketing metrics and assist with drip campaigns, newsletters, and re-engagement efforts.
Qualifications
Strong organizational and follow-through skills.
Comfortable working from defined processes and checklists.
Professional, warm, and confident in client-facing situations.
Strong verbal and written communication skills.
Ability to manage recurring tasks without reminders.
Experience in client service, marketing coordination, or administrative support preferred.
Compensation & Benefits Salary range: $40,000 – $50,000 annually, based on experience
Performance-based bonus structure tied to marketing, appointment, and client experience outcomes
Health benefits offered
Opportunities for growth within a professional financial services firm
This role is ideal for someone who values structure, consistency, and execution and wants to grow within a professional, values-driven financial services firm.
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Bonus based on performance
Health insurance
Paid time off
Marketing Coordinator – Client Experience & Lead Engagement Abundant Streams Capital Group is seeking a Marketing Coordinator – Client Experience & Lead Engagement to own the prospect experience from first contact through initial meetings.
This role is execution-focused, not strategy-focused. Systems, content, and processes are already in place. Success in this role comes from consistency, follow-through, attention to detail, and ownership of daily execution—not from creating new marketing ideas.
Key Responsibilities
Serve as the first impression ambassador for all prospects and brand-new clients.
Greet prospects for scheduled meetings and create a consistent WOW experience.
Ensure lobby, conference rooms, and common areas are clean, welcoming, and prepared.
Prepare conference rooms with correct PDFs, welcome screens, and meeting materials.
Handle incoming calls from leads and prospects; qualify leads and schedule appointments.
Send confirmation emails and letters.
Manage CRM data entry and updates.
Support seminars, workshops, webinars, and client events including registration, setup, and follow-up.
Track marketing metrics and assist with drip campaigns, newsletters, and re-engagement efforts.
Qualifications
Strong organizational and follow-through skills.
Comfortable working from defined processes and checklists.
Professional, warm, and confident in client-facing situations.
Strong verbal and written communication skills.
Ability to manage recurring tasks without reminders.
Experience in client service, marketing coordination, or administrative support preferred.
Compensation & Benefits Salary range: $40,000 – $50,000 annually, based on experience
Performance-based bonus structure tied to marketing, appointment, and client experience outcomes
Health benefits offered
Opportunities for growth within a professional financial services firm
This role is ideal for someone who values structure, consistency, and execution and wants to grow within a professional, values-driven financial services firm.
#J-18808-Ljbffr