Sales & Marketing Operations Coordinator

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 Is This You? Execution-Focused Operational Master: You thrive on execution rather than pure strate