Marketing Operations Coordinator

Job Description

Job Description

Marketing & Sales Operations Coordinator

Part-Time | Hourly | Approximately 20+ Hours per Week to Start

INTRO

At MidCoast, we believe finances should feel different. We’ve built an environment where wealth and tax professionals sit side by side, helping clients live out a story of 'well done.'

We operate as two aligned firms – a tax and accounting practice, and a financial advisory practice -  sharing a common office and working in a strategic alliance to deliver a coordinated client experience.

WHY WE DO WHAT WE DO

Our mission is simple: Doing things to inspire 'Well Done' from our team, clients, and community.

HOW WE DO WHAT WE DO

We believe delivering 'Well Done' experiences requires more than good strategy—it requires consistent execution.

This role ensures marketing, sales, events, and communication efforts are organized, tracked, and followed through with excellence.

WHAT WE ARE UP TO

As the firms grow across both the tax and wealth teams, the volume of marketing, communication, event coordination, and sales follow-through continues to increase. We’re in need of someone who can consistently execute, track, and refine processes with the goal of helping us achieve our goal of inspiring “well done” within our sales and marketing department.

This role brings structure, consistency, and accountability across marketing execution, sales support, events, compliance, and digital presence.

WHAT WE OFFER

·       Collaboration across teams

·       Clear execution-focused role

·       Growth without chaos

·       Values-driven culture

WHO WE ARE LOOKING FOR — A CULTURE ADVOCATE

We protect our culture fiercely. This role is for someone who doesn’t just agree with our values, but lives them daily.

Our core values are the rudder that steers our firm toward our mission:

·       Others First

·       Build Trust

·       Communicate Well

·       Be Hungry

Living Our Values in This Role Looks Like:

·       Ownership and follow-through

·       Attention to detail

·       Professional communication

·       Helping the team stay accountable

ROLE REALITY & GROWTH PATH

Detail-heavy, execution-focused role that may scale over time based on needs and performance.

WHAT YOU'LL DO

Marketing & Sales Operations Coordination

·       Maintain calendars and marketing workflows

·       Track ownership and completion of various marketing tasks across teams

Social Media Management

·       Schedule posts and monitor engagement

Compliance

·       Submit marketing materials to compliance department and track statuses

Website & Digital Presence

·       Maintain updates and accuracy

·       Monitor engagement through web presence – including google business and website

·       Ensure consistency across advisor sites

Events

·       Track timelines, logistics, and follow-through

Sales Support

·       Track follow-ups and escalate issues

Email & Metrics

·       Support email campaigns and reporting

ACCOUNTABILITY STYLE

·       Remind team members of deadlines, ownership, and next steps

·       Track incomplete or overdue items and follow up when needed

·       Escalate if reminders are not effective or repeated misses continue, escalate to leadership for support.

SYSTEMS & TOOLS

Proficiency with these systems is required.

Microsoft Business Suite - including OneDrive, Outlook, Word, Excel, Facebook, Instagram, and LinkedIn

Proficiency with these systems is not required, but is beneficial.

Salesforce, Canopy, Mailchimp, Canva, Eventbrite, Buffer, GoSocial/Yext/Hearsay, BeFree, Google Business, Google Sheets, WordPress, and Bloom Growth.

SUCCESS IN THIS ROLE

As a Marketing & Sales Operations Coordinator, you’ll step into a role that is highly collaborative, execution-focused, and essential to how we deliver our client experience. While it is certainly a role that is enhanced by a creative eye, administrative and operational competency is paramount.

Consistent execution, fewer dropped balls, and strong follow-through aligned to delivering 'Well Done’ moments are all evidence of success in this role. More specifically, we’re seeking someone with the following skills/competencies:

• Highly organized and detail-oriented
• Self-starter who can take ownership of assigned tasks
• Comfortable following up with people and holding them accountable
• Quick learner with software and systems
• Process-minded and able to improve repeatable workflows
• Warm, professional communicator
• Flexible and comfortable with a role that may grow over time

Preferred Experience

Experience in financial services, tax, wealth management, marketing coordination, sales support, event coordination, or compliance-heavy environments is a plus, but not required.

PAY AND BENEFITS

·       Competitive hourly rate

·       Opportunities for bonus

·       401(k) with 4% match after 6 months

·       Relaxed, collaborative team environment

·       Continuing education support

MidCoast is a mission-driven firm intent on hearing "well done" from our team, clients, and community. We value the Golden Rule, professional growth, accountability, and genuine relationships. We have an Other's First mindset, a do-what-you-say culture, and value open communication. We're hungry to grow and get better each day. We work incredibly hard, but we love to have fun along the way!

Company Description

MidCoast is a mission-driven firm intent on hearing "well done" from our team, clients, and community. We value the Golden Rule, professional growth, accountability, and genuine relationships. We have an Other's First mindset, a do-what-you-say culture, and value open communication. We're hungry to grow and get better each day. We work incredibly hard, but we love to have fun along the way!