• Thought Leadership & Credibility Content (Primary)
  • Produce one sales-aligned content piece per month: client case studies, market points-of-view, LinkedIn articles, or event recaps — drafted with AI tools and refined for executive-level quality.
  • Build and maintain a library of 3–5 strong client case studies with specific, measurable outcomes (headcount scaled, time-to-fill, cost impact) that the sales team can use in every conversation.
  • Ghostwrite LinkedIn posts and short-form content on behalf of sales leaders to maintain a consistent and credible market presence.
  • Keep the Excel Nearshore website current: service descriptions, case studies, team bios, and client wins.
• Client & Prospect Event Coordination (Primary)
  • Coordinate a regular cadence of client and prospect events — working toward a monthly rhythm across formats that fit our culture and relationships (breakfasts, informal networking, pickleball events, and attendance at partner or industry gatherings).
  • Manage event logistics end-to-end: coordination, invitations, communications, and post-event follow-up within 48 hours to route engaged contacts back to the sales team.
  • Build and maintain a rolling event calendar, identifying the right mix of hosted versus attended events to keep Excel Nearshore consistently visible with the right people.
  • Research and identify relevant third-party events, organizations, and community gatherings worth attending or sponsoring to expand our presence with target audiences.
• Sales Enablement Materials (Primary)
  • Create and maintain a core sales collateral library: capability decks, service one-pagers, proposal templates, and FAQ documents — always current, always professional.
  • Build outreach templates, follow-up sequences, and conversation starters tailored to different buyer personas and service lines.
  • Support the sales team with pre-meeting preparation: company briefs, relevant content to share, and talking points for specific prospects and accounts.
  • Ensure all materials reflect current service offerings, delivery model, and client wins.
• CRM & Pipeline Support (Supporting)
  • Log event attendance, content engagement, and follow-up activity in the CRM to maintain an accurate picture of account relationships.
  • Assist with keeping contact records and account notes current following events and outreach activity.
  • Support sales leadership with the weekly pipeline report by ensuring activity data is accurately captured.

How Success Is Measured

• Thought leadership content pieces: 1 per month, actively used by sales team in conversations.
• Client case studies built: 3 strong stories with measurable outcomes by Q3.
• Quarterly events executed: Working toward monthly cadence; consistent 48hr follow-up on every event.
• Meetings generated from events: At least 1–2 qualified follow-on conversations per event.
• Sales collateral currency: All materials current and in active use by the sales team.
• LinkedIn content published: 2–4 posts per month on behalf of sales leaders.

Growth Path (18 – 24 Months)

This role is designed for someone who wants to grow. Based on your strengths and business needs, there are two natural trajectories:

• Business Development: If you demonstrate strong relationship instincts and commercial curiosity, you’ll move into a client-facing BD role — owning accounts, attending executive meetings, and building your own pipeline. You’ll have a meaningful inside advantage because you’ll already know our services, our market, and our target accounts deeply.
• Marketing Leadership: If you demonstrate exceptional strategic thinking and content impact, you’ll grow into a Marketing Manager or Revenue Marketing lead — owning the full growth content and events function as the company scales toward 5M and beyond.