Sales & Marketing Coordinator

Nichols Cauley is seeking a Sales & Marketing Coordinator to support our growing marketing and sales organization. In this role, you’ll manage our Zoho CRM, develop sales enablement content, build marketing and sales processes, and partner closely with leadership to support revenue growth. If you thrive in a dynamic environment and enjoy building processes, systems, and tools that empower teams, this role is for you. Key Responsibilities CRM Administration & RevOps Lead administrator for Zoho CRM Maintain data integrity, workflows, fields, and automation Build dashboards and reports for sales pipeline visibility Support segmentation, lead management, and marketing campaign targeting Partner with stakeholders to improve RevOps processes Sales Enablement & Collateral Develop sales collateral: pitch decks, one pagers, case studies Ensure content aligns with brand standards and messaging Maintain a centralized library of sales materials Support solution positioning and value narrative development Proposal & RFP Support Prepare proposal templates and pursuit materials Assist teams with high value RFP and proposal responses Ensure consistency and accuracy across proposal content Training & Internal Resource Development Create internal sales playbooks and training tools Support onboarding and adoption of new processes and tools Develop materials to help teams sell evolving service offerings Cross Functional Team Support Act as the main point of contact for sales related requests Provide timely, high quality support to business development teams Collaborate with leaders across marketing, operations, and service lines Qualifications Required Bachelor’s degree in Marketing, Communications, Business, or related field 2–5 years of B2B marketing, sales operations, RevOps, and/or CRM experience Hands on experience administering a CRM (Zoho preferred) Strong attention to detail and ability to manage multiple priorities Comfortable working in a fast moving, evolving environment Technical Skills CRM management (Zoho preferred; Salesforce or HubSpot a plus) Data segmentation & workflow automation Reporting & analytics PowerPoint and presentation development Adobe Creative Suite or Canva (preferred) Soft Skills Strong communication and collaboration skills Highly organized and detail oriented Resourceful problem solver Curious, adaptable, and proactive Why Join Nichols Cauley? Join a financial services company that is actively evolving and building something new. This role offers the opportunity to help build a modern, AI enabled, automation driven marketing and sales function. You’ll work directly with the CMO and cross functional leaders, influencing how we go to market, implement technology, and support revenue growth. We value entrepreneurial thinking, fresh ideas, and a culture that prioritizes both innovation and people. If you're excited to contribute, build, and make a meaningful impact—we’d love to meet you. Location: Hybrid (Georgia preferred; candidates based on the East Coast will also be considered). This role offers flexible hybrid work options for candidates located in Georgia or elsewhere on the U.S. East Coast. Occasional in person collaboration may be requested for key meetings or team events. Benefits 401K Plan with Up To 4% Salary Paid Employer Contributions Medical, Dental and Vision Insurance Flexible Work Arrangements Paid Time-Off and Holidays Flexible Spending Accounts Paid Parental Leave Childcare Assistance Annual Company Store Allowance Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr