Marketing Executive – Operations

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October 10

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Automate Accounts

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B2B • SaaS • Finance

Automate Accounts is a Zoho-certified partner and bookkeeping consultancy that implements, customizes and integrates Zoho One applications for service businesses across North America. The company offers bookkeeping and migration services (QuickBooks to Zoho Books), automates business processes and workflows, and builds BI dashboards and automated reporting to deliver real-time financial insights and operational analytics. They provide ongoing managed services with certified accountants, SOP development, secure data practices, and flexible monthly contracts to help businesses streamline finance, CRM, and operational systems.

11 - 50 employees

Founded 2015

🤝 B2B

☁️ SaaS

💸 Finance

📋 Description

• Join our team to keep things running smoothly! • Support our leadership with scheduling, handle onboarding for new customers and employees, update our CRM, and take care of simple marketing and admin tasks—helping everyone stay organized and happy. • Keep executive calendars, emails, and meetings organized. • Capture meeting notes and send clear follow‑ups. • Welcome new customers: set up access, schedule kickoffs, and track progress. • Onboard new employees: create accounts, set up tools, and complete checklists. • Keep the CRM tidy: update records, remove duplicates, and maintain clean fields. • Post and reply on social (LinkedIn, Instagram, Facebook, X) and log leads in the CRM. • Send simple email updates and campaigns; track basic results. • Build and update standard operating procedures (SOPs) and checklists for repeat tasks. • Set up easy automations between CRM, project tools, help desk, e‑signature, and billing to reduce manual work. • Monitor integrations; fix simple sync errors and keep a short runbook of steps. • Prepare agreements from templates; route for e‑signature and file neatly. • Coordinate vendors and freelancers; track timelines and deliverables. • Maintain a simple marketing and onboarding calendar. • Share a short weekly snapshot of key numbers (leads, onboarding status, tasks done). • Improve one process each month and document the change.

🎯 Requirements

• At least 2 years of experience in administration, operations, or basic marketing support • Comfortable using common business tools (Google Workspace, Slack, CRM software, project management tools) • Strong working knowledge with Zoho is an asset. • Strong written and verbal communication skills • Highly organized with attention to detail and follow-through • Proactive approach—anticipates needs and takes initiative without waiting to be asked • Able to learn and document simple processes, checklists, or SOPs • Hands-on experience or willingness to learn basic social media posting, email campaigns, and CRM updates • Ability to coordinate tasks, priorities, and timelines across team members, vendors, and clients • Professional, positive attitude; enjoys helping others and solving everyday problems • Comfortable working the shift: 5am EST to 2pm EST (full-time, Monday to Friday) • Bring Your Own Device (BYOD): Must have a reliable laptop/PC and internet connection suitable for remote work • Bonus: experience with simple workflow automation or integrating software tools.

🏖️ Benefits

• Remote work: Enjoy location flexibility so you can excel from anywhere. • 24 days paid time off (PTO): Generous leave to recharge and balance life. • Canadian employer: Work with a stable, reputable company compliant with Canadian standards. • Mediclaim: Health coverage to keep you protected. • Supportive team: Collaborate with friendly colleagues who help each other succeed. • Culture of ownership, innovation, and continuous learning: Grow your skills, bring new ideas, and shape how we work every day.