[Hiring] Sales & Marketing Operations Coordinator @Outsource Access

Role Description

This is a remote position.

At Outsource Access, we help a high-growth US-based accounting, CPA, and fractional CFO advisory firm keep their business-building engine running smoothly. We don’t just update pipelines and post updates—we make sure the founder can stay fully focused on high-level strategy and closing key partnerships while the entire lead and content engine operates seamlessly in the background.

How You’ll Make a Difference

• Fueling the Sales Engine: Manage pipeline operations end-to-end—from initial lead intake and qualification to tracking workflows in HubSpot—ensuring no prospect falls through the cracks and leadership always has real-time, accurate pipeline reporting.
• Amplifying Our Message: Own marketing execution by scheduling content, distributing newsletters, and keeping our editorial calendar on track, turning strategic ideas into consistent, high-impact visibility.
• Nurturing Key Alliances: Keep our referral partner programs and networks vibrant by managing outreach cadences, tracking incoming referrals, and coordinating events or webinars that drive strategic growth.
• Protecting Executive Focus: Manage meeting coordination, process transcripts, draft critical follow-ups, and handle vendor relations, ensuring the day-to-day operations run flawlessly without requiring the founder's hands-on management.

Qualifications

• Execution-Focused Operational Master: Thrive on execution rather than pure strategy; enjoy building, documenting, and following structured processes to keep a fast-paced engine moving forward.
• Impeccable Professional Communicator: Possess top-tier written and verbal English skills with exceptional business etiquette and editorial judgment, allowing you to confidently draft communications and manage external vendors.
• Proactive & Accountable Partner: Don't wait to be told what to do. Have strong accountability, high responsiveness, and the organizational grit needed to independently manage multiple cross-functional priorities.
• Tech-Savvy: Navigate professional platforms with ease. Bring hands-on experience with CRMs (ideally HubSpot) and are completely comfortable working across tools like LinkedIn Sales Navigator, ActiveCampaign, Mailchimp, Canva, Apollo.io, and Google Workspace/Microsoft Office.

Benefits

Why You’ll Love Being Part of the OAmazing Team:

• Your Wellness & Security:
• Health & Wellness — Covered: Comprehensive HMO coverage with a top provider.
• Security for the “What Ifs”: Group Life Insurance benefit for added protection.
• Time to Recharge — Guilt-Free: Paid leave credits for rest and reset.
• Support You Can Count On: All government-mandated benefits handled properly and on time.
• Your Financial Rewards:
• Performance Incentives: Results are rewarded.
• Premium Pay: Overtime Pay for extra miles and Night Differential for late hours.
• 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.