Sales & Marketing Operations Coordinator

Role Summary

This is a remote position.

What We Do

At Outsource Access , we help a high-growth US-based accounting, CPA, and fractional CFO advisory firm keep their business-building engine running smoothly.We don’t just update pipelines and post updates—we make sure the founder can stay fully focused on high-level strategy and closing key partnerships while the entire lead and content engine operates seamlessly in the background.

How You’ll Make a Difference

Fueling the Sales Engine: You will manage pipeline operations end-to-end—from initial lead intake and qualification to tracking workflows in HubSpot—ensuring no prospect falls through the cracks and leadership always has real-time, accurate pipeline reporting.

Amplifying Our Message: You will own marketing execution by scheduling content, distributing newsletters, and keeping our editorial calendar on track, turning strategic ideas into consistent, high-impact visibility.

Nurturing Key Alliances: You will keep our referral partner programs and networks vibrant by managing outreach cadences, tracking incoming referrals, and coordinating events or webinars that drive strategic growth.

Protecting Executive Focus: You will manage meeting coordination, process transcripts, draft critical follow-ups, and handle vendor relations, ensuring the day-to-day operations run flawlessly without requiring the founder's hands-on management.

Requirements

• Execution-Focused Operational Master: You thrive on execution rather than pure strategy; you enjoy building, documenting, and following structured processes to keep a fast-paced engine moving forward.
• Impeccable Professional Communicator: You possess top-tier written and verbal English skills with exceptional business etiquette and editorial judgment, allowing you to confidently draft communications and manage external vendors.
• Proactive & Accountable Partner: You don't wait to be told what to do.You have strong accountability, high responsiveness, and the organizational grit needed to independently manage multiple cross-functional priorities.
• Tech-Savvy: You navigate professional platforms with ease.You bring hands-on experience with CRMs (ideally HubSpot) and are completely comfortable working across tools like LinkedIn Sales Navigator, ActiveCampaign, Mailchimp, Canva, Apollo.io, and Google Workspace/Microsoft Office.

Benefits

Why You’ll Love Being Part of the OAmazing Team

You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:

Your Wellness & Security

• Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
• Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
• Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
• Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.

Your Financial Rewards

• Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
• Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
• 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.