Sales & Marketing Specialist

Company: Pallet
Location: Everett
Posted on: January 28, 2025

Job Description:

Description:Job Summary:The Sales & Marketing Support Specialist will play a pivotal role in supporting the sales team by running targeted electronic marketing campaigns using the NetSuite CRM. This role requires a critical thinker who can identify and leverage opportunities to enhance the sales process, drive lead generation, and contribute to the overall success of the company's marketing efforts.Supervisory Responsibilities:NoneIn the first 30 days you will:Sales Team SupportFamiliarize yourself with the sales team's workflows, tools, and current challenges.Assist with basic administrative tasks, such as updating customer records and scheduling client meetings.Begin tracking and organizing sales documentation to streamline access.Electronic Marketing CampaignsGain full understanding of the company's NetSuite CRM setup and current marketing strategies.Execute one pre-approved email or digital campaign to understand the existing processes.Review current performance data on past campaigns and identify baseline metrics.CRM ManagementAudit the NetSuite CRM database for incomplete, outdated, or duplicate records.Create a simple, initial report on sales pipeline and customer segmentation to understand current metrics.Process ImprovementObserve and document current sales and marketing workflows.Identify at least two immediate, small-scale inefficiencies that can be quickly addressed.Build relationships with sales and marketing stakeholders to gather feedback on priorities.In the first 60 days you will:Sales Team SupportDevelop and share insights on sales performance, using CRM data to identify trends or gaps.Assist with the implementation of a standardized follow-up process for leads from marketing campaigns.Ensure all sales documentation is organized and updated for team-wide access.Electronic Marketing CampaignsWork with our team to design and execute a targeted email or digital marketing campaign, implementing learnings from the first 30 days.Monitor and analyze campaign performance, sharing insights and actionable recommendations.Begin segmenting email lists for future campaigns, ensuring data privacy compliance.CRM ManagementEstablish and implement a routine process for maintaining clean CRM data.Refine and expand reporting capabilities to include sales team performance and lead conversion metrics.Collaborate with cross-functional teams to identify opportunities for CRM integration or upgrades.Process ImprovementPropose one or two changes to streamline sales and marketing workflows, with buy-in from stakeholders.Begin implementing a pilot improvement project, such as enhanced lead tracking or quicker follow-up mechanisms.90-day goals:Sales Team SupportDeliver a comprehensive report on sales performance, including trends, conversion rates, and areas for improvement.Establish a standardized process for scheduling client meetings and tracking follow-ups.Share data-driven recommendations with the sales team to optimize their processes.Electronic Marketing CampaignsSuccessfully execute multiple marketing campaigns, achieving measurable improvements in open, click-through, and conversion rates.Build a repeatable campaign process, documenting best practices for email and digital marketing initiatives.Finalize and maintain segmented, compliant email lists for future campaigns.CRM ManagementCreate and share advanced dashboards that provide actionable insights for leadership and the sales team.Fully align CRM management practices with broader business goals, such as revenue growth and customer retention.Establish long-term data governance processes to maintain CRM accuracy and relevance.Process ImprovementImplement at least one major process improvement initiative with measurable outcomes, such as reducing lead follow-up time or increasing campaign ROI.Document all new workflows, ensuring clear communication and training for involved teams.Evaluate the success of the implemented changes and outline the next steps for continuous improvement.Ongoing ResponsibilitiesSales Team Support:Answer inbound calls to triage customers to the appropriate person for help.Assist the sales team with administrative tasks such as updating customer records, managing sales documentation, and scheduling client meetings.Provide insights on sales performance using CRM data and suggest ways to optimize the sales process.Coordinate with the sales team to ensure timely follow-up with leads generated through marketing campaigns.Electronic Marketing Campaigns:Support campaigns by utilizing your experience to design and execute targeted email and digital marketing campaigns using NetSuite CRM.Support the monitoring and analysis of the performance of campaigns, including open rates, click-through rates, and conversion rates.Segment and maintain email lists, ensuring accuracy and compliance with data privacy regulations.CRM Management:Maintain and update the NetSuite CRM database, ensuring clean and up-to-date data on clients and prospects.Generate reports and dashboards that provide insights into sales performance, pipeline status, and campaign effectiveness.Work with cross-functional teams to ensure CRM integration and alignment with broader business goals.Process Improvement:Continuously seek ways to streamline and improve sales and marketing workflows.Collaborate with the sales and marketing teams to develop and implement innovative strategies that enhance lead generation and customer engagement.Requirements:Key Qualifications:Education & Experience:Bachelor's degree in Marketing, Business Administration, or a related field.2+ years of experience in sales support, marketing, or CRM management (preferably using NetSuite CRM).Skills & Competencies:Strong proficiency in NetSuite CRM and electronic marketing tools.Ability to analyze data and derive meaningful insights to influence decision-making.Critical thinker with a proactive approach to problem-solving.Strong organizational and time management skills with the ability to handle multiple projects simultaneously.Excellent communication skills, both written and verbalBonus Points for:Experience with GovWinTo do well in this role you will need the following characteristics:Openness to learning, asking questions, and sharing constructive thoughts.Self-motivated with the ability to work successfully both independently and with others.Skilled at building high trust relationships.Honest, transparent, and show integrity in your words and actions.Humble, willing to admit your shortcomings and work to overcome them.People smart, knowing how to work effectively with diverse personalities.Location:This job is a hybrid role - based at our headquarters in Everett, WA with the ability to work remotely up to a maximum two days a week. Physical Requirements:Prolonged periods of sitting at a desk and working on a computer.Walking and standing on hard surfaces occasionally.Ability to lift 10lb occasionally.BENEFITS:Eligible employees (and their families) can enroll in medical, dental, vision (employer covers 90%+ of individual cost). Other benefits include basic life, short- and long-term disability insurance. Employees can enroll in supplemental life and our 401k plan. Employees will start to receive up to 15 days per year (4.615 hours per pay period) and up to nine paid holidays throughout the calendar year.EQUAL OPPORTUNITY EMPLOYER:Pallet is an Equal Opportunity Employer - By Choice. We believe we are best equipped to help our employees, customers and the communities we serve live better when we really know them. That means understanding, respecting and valuing diversity - unique styles, experiences, identities, ideas and opinions - while being inclusive of all people. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.PAY RANGEOur target HIRING range for this role is $27.97 - $34.97 per hour. The entire pay range for this position is $27.97 - $41.96 per hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Base pay information is based on market location. PIe930c7b250a4-25660-36561887

Keywords: Pallet, Edmonds , Sales & Marketing Specialist, Sales , Everett, Washington