Marketing and Executive Support Specialist

Calabasas, CA USA

EPCVIP is a technology company specializing in lead generation within the Financial Services Industry. Our expertise in PPC traffic, search engine, display and email marketing has propelled us to the forefront of the lead generation industry. We have developed a customizable optimization platform, allowing us to yield the highest EPCs in the industry. The key to our success is attributed to our talented employees and superior proprietary technology.

We are seeking a highly organized and proactive Marketing and Executive Support Specialist to assist in streamlining operations and supporting the executive team. This position requires a dynamic individual who excels in CRM management, marketing automation, and executive assistance. The ideal candidate will be adept at improving operational efficiency, supporting strategic decision-making, and handling various administrative and operational tasks, allowing executives to focus on high-priority objectives.

Key Responsibilities:

·         CRM Management: Maintain and update CRM systems to ensure accurate data flow, segmentation, and engagement tracking. Enhance CRM functionalities for better performance.

·         Marketing Automation: Create and implement automated workflows across systems such as Wrike, Jira, and HubSpot, ensuring seamless integration and data synchronization.

·         Task Management System Oversight: Manage and monitor task management tools (e.g., Wrike, Jira) to ensure tasks are completed on time and follow the correct workflows.

·         Email and Calendar Management: Organize and prioritize emails, schedule meetings, and ensure the executive’s calendar is efficiently managed.

·         Correspondence and Communication: Handle professional communication, ensuring timely and appropriate responses to internal and external stakeholders.

·         Operations and Marketing Reports: Generate reports that assist in data-driven decision-making, providing insights into operational and marketing activities.

·         Personal Assistance: Provide support with miscellaneous tasks such as arranging coffee, running errands, shopping for client gifts, conducting research, and taking notes during dinner meetings.