Marketing Executive Specialist (USD-Remote)

Position: Executive Specialist Salary: $1700 - $2500 Working schedule: Standard 8–5 CST; starting 7:00 a.m. CST is welcome to clear the Founder’s inbox before his day begins. Occasional support for after-hours events (logistics/day-of coordination). Overview: This is a high-visibility role at the heart of company growth engine — the Founder’s right hand and trusted operator . You’ll be the driving force that turns warm relationships into powerful partnerships, transforming introductions into meetings and meetings into measurable revenue. From exclusive dinners ️, golf outings ⛳, and baseball games ⚾ to personalized follow-ups and flawless execution, you’ll craft experiences that make people want to do business with us. If you’re a sharp communicator who loves owning results , writing punchy U.S.-style emails , and staying two steps ahead , you’ll thrive here. Career Growth: High performers can grow into a Business Development Manager role within 12–18 months, leading partner strategy, managing key accounts, and driving new business independently Responsibilities: PARTNERSHIP DEVELOPMENT & LEAD GEN Map, segment, and prioritize referral partners (bankers, CPAs, wealth managers, attorneys). Orchestrate personalized follow-ups (tailored notes, one-pagers/case studies, relevant resources) Maintain a touchpoint cadence (quarterly lunches, event invites, thoughtful thank-you gifts aligned to partner preferences). Track intros/outcomes; ensure next steps are always scheduled. EVENTS & EXPERIENCES End-to-end coordination of small, high-touch events (dinners, golf outings, baseball games) and select virtual experiences. Own logistics: guest lists/RSVPs, seat fills on cancellations, venues/vendors, swag, onsite details, and post-event follow-up. EXECUTIVE SUPPORT Inbox ownership: triage and draft replies on behalf of the Founder; surface priorities 2×/day. Calendar orchestration: keep the calendar full of the right meetings; protect focus time; say “no” gracefully when needed. Travel coordination (when relevant) and light admin. SYSTEMS & MARKETING SUPPORT CRM selection & implementation (HubSpot/Salesforce/other): stages,fields, basic automations, reporting. Keep partner/prospect data clean and current. Support LinkedIn presence (content coordination in founder voice; basic analytics) and simple design tasks (e.g., Canva). Qualifcations: 2 years in roles spanning partnership/BD coordination, events, and executive support (professional services a plus). 2 years in finance roles Exceptional written English for U.S. business; able to draft concise, founder-voice emails in real time. Inbox & calendar mastery with strong prioritization and the confidence to push back on unrealistic schedules. Proven success running high-touch events and converting them into meetings and referrals. CRM experience (HubSpot, Salesforce, Pipedrive, or similar); comfortable configuring basics and migrating from sheets. Fluency with Google Workspace; comfortable with LinkedIn (incl. Sales Navigator) and light design (Canva or similar). Proactive, anticipatory operator who moves fast and sweats details. Reliable CST overlap; able to clear the Founder’s inbox before his day starts and again mid-day. Nice to have : Background in B2B/professional services (nance/advisory a plus). Experience crafting one-pagers/case studies and simple email sequences. Basic CRM analytics/reporting (dashboards, activity & conversion tracking). Vendor management for swag/print and venue relationships. Comfort with live writing tests (you’ll later help us run similar exercises internally).

Location: Mexico, MX

Posted Date: 11/14/2025