Sales & Marketing Associate

About This RoleThe Winkler Group is a national capital campaign and strategic planning firm headquartered in Mt. Pleasant, SC. We are seeking a Sales & Marketing Associate to join our sales and marketing team. The ideal candidate is highly motivated, organized, and detail-oriented, with strong verbal and written communication skills and the confidence to represent the firm with warmth and professionalism in any setting.This role sits at the intersection of sales coordination, event execution, CRM management, and executive support. The Sales & Marketing Associate is responsible for ensuring that qualified opportunities move consistently through the sales pipeline—scheduling discovery conversations, maintaining pipeline accuracy, preparing materials, and executing follow-up so that opportunities transition effectively from early interest to signed engagement. Marketing responsibilities support this objective directly. The associate coordinates logistics, prepares and distributes materials, and manages post-event follow-up to ensure that conferences, workshops, and other marketing efforts translate into meaningful opportunities.  At conferences and workshops, this individual serves as an extension of the firm's leadership team—engaging warmly with prospects, building rapport, and creating the kind of introductory relationships that allow senior staff to focus on deeper conversations. Attention to detail and responsiveness are the foundation of this role: internally, nothing falls through the cracks; externally, every prospect interaction reflects the firm’s standard of care.The associate will work closely with the Director of Marketing and Executive Vice President and includes dedicated support to the CEO's sales and marketing calendar and related correspondence.Primary ResponsibilitiesI. Sales CoordinationSchedule and coordinate inbound discovery calls and initial prospect outreach Maintain the sales pipeline in HubSpot Sales Hub, ensuring all records, stages, and next steps are current and accuratePrepare sales proposals in response to RFPs and generated leadsPrepare proposal and alignment presentations for prospective clientsCoordinate post-proposal communication, logistics, and next stepsSupport weekly sales meetings by tracking action items and follow-up requirementsExecute timely follow-up to ensure opportunities progress through the pipeline II. Event ExecutionRepresent the firm at conferences and workshops—engaging warmly with prospects, building introductory relationships, and connecting attendees to the right members of the leadership and/or Sales & Marketing teamsCoordinate event logistics, including travel arrangements, materials preparation, on-site setup, and teardownDevelop and maintain detailed event schedules and travel coordination documentsPrepare and customize PowerPoint presentations for conferences and workshopsTrack, organize, and support timely follow-up for leads generated through events and marketing initiativesSupport outbound communications tied to events and lead generation efforts, including social media, email scheduling, formatting, and list managementIII. HubSpot Data Entry & MaintenanceOwn day-to-day data entry and record maintenance across HubSpot Sales and Marketing HubsEnsure CRM accuracy following events, calls, and outreach activityCoordinate Marketing Hub and Sales Hub updates to support pipeline visibility and marketing analyticsPerform post-event data entry, including new contacts, lead status updates, and follow-up schedulingIV. Executive SupportManage the CEO’s calendar as it relates to sales and marketing engagementsPrepare briefing materials and call notes in advance of meetings with prospective clients and partnersProvide email support to the CEO as needed in the context of sales and marketing activityAnticipate pipeline-related scheduling needs and proactive calendar management on the CEO’s behalfWhat We're Looking ForI. Required Qualifications2+ years of experience in a marketing, sales support, administrative, or client services roleExperience supporting a sales or relationship-management process, including scheduling, follow-up, proposals, or pipeline coordinationProficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CanvaCRM experience required (HubSpot preferred; equivalent systems welcomed)Exceptional attention to detail and responsive by nature—with a proactive, process-oriented mindsetStrong written and verbal communication skillsAbility to manage multiple priorities in a fast-moving, deadline-driven environmentAbility to support conferences/events, including occasional travel and on-site setup/teardownAbility to work independently on tasks while remaining a collaborative team memberAbility to work a hybrid schedule in the Charleston/Mt. Pleasant areaII. Preferred QualificationsB.A. in communications, marketing, nonprofit management or other related major desiredHands-on experience with HubSpot Sales Hub and/or Marketing HubExperience supporting senior leaders in a client-facing environmentProfessional services, nonprofit, fundraising, or philanthropy exposureExperience preparing proposals or RFP responsesEvent coordination and logistics experienceWho Thrives in this RoleThis role is best suited for an individual who builds relationships naturally, executes with precision, and understands how both support business development outcomes.This role is a great fit for someone who:Treats attention to detail as a professional standard—accuracy and follow-through are non-negotiableLoves bringing organization and follow-through to fast-moving environmentsNaturally notices details others missEnjoys helping people feel welcomed, prepared, and cared forTakes pride in keeping communication, scheduling, and next steps moving smoothlyIs energized by being the connector between sales, marketing, leadership, and client experienceUnderstands that responsiveness and professionalism build trustCompensation & StructureThis is a salaried position that includes commission for generating and converting qualified sales leads into contracted engagements. Merit-based bonuses may also be provided at the discretion of senior leadership. A generous benefits package includes medical, vision, and dental insurance, 401(k), paid vacation, sick leave, and holidays. The role is based in Mt. Pleasant, SC, with a hybrid in-office and remote schedule.