Marketing Assistant

Set-up and Location: WFH/Onsite

Work Schedule: 9:00AM to 6:00PM (AEDT) | 6:00AM to 3:00PM (PH)

Employment Type: Full-time

Ready to do work that actually excites you?

Provide structured, repeatable sales operations support across the full sales lifecycle - with emphasis on CRM hygiene, lead setup, sales materials management, proposal preparation, and monthly reporting - enabling the Sales Manager to maximize selling time and reduce administrative workload.

What You'll Do:

You'll be the kind of person who:

1. CRM Support & Data Hygiene (HubSpot + Light NetSuite)

Maintain clean, accurate CRM data to support forecasting and deal visibility:

• Maintain and update HubSpot company, contact, and deal records.
• Identify and flag missing or inconsistent data, duplicates, or incomplete fields.
• Ensure all new opportunities have correct associations and required fields.
• Perform light NetSuite CRM updates for implementation opportunities mid-month and month-end.
• Maintain standardized naming and organization across CRM records.

Primary tools: HubSpot CRM, NetSuite CRM, Excel

2. Lead Intake & Early-Stage Setup (New Leads)

Ensure every new lead enters the sales process clean, complete, and ready for Discovery:

• Set up opportunity folders using the standard naming structure.
• Build intro packs including company logo, basic info, and standard materials.
• Create or enrich HubSpot company, contact, and deal records.
• File and convert survey results to PDF, and update key fields in HubSpot.
• Prepare early-stage materials so Discovery sessions are high leverage.

Primary tools: HubSpot, SharePoint, Canva, Excel

3. Research & Pre-Call Preparation (Qualification → Discovery)

Support early-stage conversations through structured prep:

• Create account snapshots (industry, revenue, employee size, key finance leaders).
• Enrich missing contact and company details using LinkedIn.
• Prepare structured Discovery / Demo prep packs with background and assets.
• Pull and organize relevant case studies, one-pagers, and slide decks.

Primary tools: LinkedIn, SharePoint, PowerPoint, Canva

4. Deal Progression Enablement (Discovery → Demo → Solution Fit)

Ensure deals move smoothly and materials stay organized:

• Update and maintain opportunity folders with meeting materials and assets.
• Maintain standardized folder structure as deals progress through stages.
• Assist with refreshing sales materials as milestones shift.
• Support preparation of materials needed for internal or client-facing sessions.

Primary tools: SharePoint, PowerPoint, Excel

5. Proposal, SoW, & Commercial Support (Solution Fit → SoW → Close)

Support the commercial stages with accurate and timely documentation:

• Build proposal packs using standard templates and meeting notes.
• Create proposal visuals and layouts using Canva.
• Prepare Statements of Work (SoWs) and Terms & Conditions from approved templates.
• Assist with order-of-magnitude pricing using established pricing frameworks.
• Maintain an organized, centralized SharePoint library of sales materials and templates.

Primary tools: SharePoint, Canva, PowerPoint, Excel

6. Monthly Reporting & Sales Ops Support

Provide visibility and consistency across the pipeline:

• Roll over the monthly sales report using existing templates.
• Produce a monthly CRM data quality summary (missing fields, duplicates, inactive deals).
• Flag cleanup areas or data gaps requiring attention.
• Support basic data exports and formatting.

Primary tools: Excel, HubSpot, NetSuite, SharePoint

What You Bring:

We're looking for someone who:

Key Tools They Will Use

• HubSpot CRM - primary CRM
• NetSuite CRM - implementation opportunity updates
• SharePoint - folders, templates, libraries
• Excel - reporting, data cleanup, pricing
• PowerPoint - decks, prep materials, sales assets
• Canva - proposal visual design and layout
• LinkedIn - contact and company research

Why You'll Love Working Here

• HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
• Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
• Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more

Let's Talk

If you're thinking "this sounds like me"-it probably is. Click apply. We can't wait to meet you.