Responsibilities

• Draft first‑pass proposal frameworks for prospective clients
• Assemble and package proposal decks
• Manage distribution of all client‑facing deliverables per firm standards
• Draft routine client correspondence
• Maintain accurate client records across all active engagements
• Draft tailored, account-specific outreach in support of our account-based marketing (ABM) program
• Research target accounts and key stakeholders to build and maintain account lists
• Prepare materials for each stage of the weekly ABM workflow
• Own CRM optimization, maintain data integrity, hygiene, and records (HubSpot)
• Build and maintain recurring reports (weekly ABM, pipeline summary, outreach tracking)
• Drive cadence on all recurring workflows with minimal oversight
• Maintain LinkedIn prospect lists and contact databases
• Spot process gaps and recommend improvements proactively
• Write, format, schedule, and post approved thought‑leadership content
• Maintain website copy, case studies, and marketing collateral
• Draft content drafts and update filings related to campaigns (content-related tasks)
• Manage the content pipeline tracker: flag deadlines, keep drafts moving, prevent stalls
• Serve as primary point of contact for research survey respondents
• Manage all respondent communications (scheduling, confirmations, reminders, follow‑ups)
• Troubleshoot respondent issues and ensure a smooth participation experience

Requirements

• Undergraduate degree in business, marketing, business communications, or a similar field
• REQUIRED: 2+ years’ experience working in professional services (e.g., consulting, market research, legal, accounting, or another client-service environment)
• Strategic, contextual thinker — understands how commercial operations support client work and connects day-to-day tasks to broader outcomes
• Working familiarity with CRM tools (e.g., HubSpot) — enough to maintain clean records and reporting
• Process-oriented — can build and maintain recurring workflows
• Strong writer — Skilled in crafting well‑structured, client‑ready drafts rather than template‑based content
• Applies contextual reasoning to tasks and delivers thoughtful, self‑directed work
• Organized, reliable, responsive; comfortable managing multiple workstreams with excellent prioritization and time management
• Excellent prioritization and multi-tasking abilities
• Proficient in Microsoft Office, Google Workspace