Sales and Marketing Operations Manager

ProspectBlue has partnered with a local financial services company to help them add a Sales and Marketing Operations Manager to their growing team in Richmond, Virginia.Position Overview: The Sales and Marketing Operations Manager will work closely with the sales team and management. This high-energy, business-minded individual will play a key role in coordinating and organizing leads, developing marketing materials, and optimizing the sales process. A key focus will be managing the CRM, tracking performance, and generating reports to support data-driven decision-making. Responsibilities:Lead Generation: Collaborate with sales reps to generate vendor and end-user leads within targeted verticals or geographic regions. Leverage tools like Pitchbook, Salesforce, and LinkedIn to compile lists for direct outreach.Collateral Development: Partner with sales reps to create brochures, email campaigns, and informational materials that highlight the advantages of working with the company.CRM Management: Oversee Salesforce lead management and follow-up processes, assisting in the development of contact lists and managing progress reports to support sales outreach efforts.Conference & Event Support: Research and evaluate relevant conferences or events for sales reps. Responsibilities include pre-event outreach, designing marketing collateral and booth displays, and managing follow-up communication with attendees. Qualifications: Proven experience in sales and marketing coordination or administrationBachelor’s degree in Marketing, Business, or a related fieldDemonstrated success in CRM management and lead generation Experience in creating customized marketing collateralAbility to manage multiple projects simultaneously while meeting tight deadlinesSelf-driven with a strong sense of ownership and accountability