Marketing Success Specialist

🔥 16 horas atrás

🗣️🇺🇸🇬🇧 Inglês obrigatório

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FMG

201 - 500 funcionários

Fundada em 2011

💸 Finanças

☁️ SaaS

💰 Series A em 2016-08

Finance • Marketing • SaaS

A FMG é uma plataforma de marketing abrangente, voltada especificamente para consultores financeiros e indústrias de serviços financeiros relacionados, incluindo corretoras, empresas de gestão de patrimônio e agentes de seguros. A empresa oferece um conjunto de ferramentas de marketing digital projetadas para ajudar a construir marcas, interagir com clientes e expandir negócios através de uma solução tudo-em-um. A FMG fornece ferramentas para websites, automação de marketing de conteúdo, gestão de mídias sociais e soluções de comunicação com clientes, focando em tornar o marketing de consultoria financeira mais acessível e eficaz. Conhecida por sua alta satisfação do cliente, a FMG apoia os consultores na demonstração de sua expertise e na melhoria da interação com os clientes utilizando estratégias de marketing modernas.

Descrição

• Manage a high-tier book of financial advisor clients, building long-term relationships through personalized guidance, goal-tracking, and proactive outreach via phone, video, and email. • Share, review, and execute monthly multi-channel content calendars (email, social, blog) within the FMG platform, incorporating client feedback. • Partner with clients to brainstorm strategies that target new prospects, re-engage inactive leads, and maximize dashboard tools like audience segmentation. • Learn and implement new AI-powered platform features quickly as they roll out. • Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early. • Assist with calendar execution and support tickets, managing your workload proactively and communicating when help is needed. • Provide exceptional customer care and service to your book of business.

🎯 Requisitos

• 3+ years of experience in a client-facing or account management role. • Demonstrated understanding of email marketing, social media, and content strategy. • Demonstrated ability to meet service KPIs. • Excellent written, verbal, and visual communication skills. • Strong sense of customer care and putting customers first. • Ability to work as part of a team. • Openness to feedback. • Ability to manage a high-volume book of business with organization and consistency. • Ability to apply critical thinking to challenging situations. • Ability to overcome difficult conversations. • Financial industry experience is a plus. • Technical skills (proficient at using a computer, learning new software, and adept at using AI). • Ability to adapt to changes/updates in SOPs or technology.

🏖️ Benefícios

• Generous paid holiday schedule including a full week off for our Winter Holiday Shutdown. • Comprehensive paid time off policies covering vacation, sick days, parental leave, and bereavement leave. • Robust insurance plan including Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA). • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage. • Company-paid Short & Long Term Disability coverage. • Company-paid Employee Assistance Program (EAP). • Matching 401(k) with immediate full vesting. • On Demand Pay - access to a portion of your earned wages prior to payday with same day deposit. • Internet & Gym Reimbursement. • Equipment provided to set you up for success.

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