• Job Description

  Req#: 424687000047472182
  Job Description
  About Wise Digital
  
  WISE Digital Partners provides digital marketing strategy, technology, and services for small and mid-sized businesses prepared for growth. Our typical client's revenue range is $1M to $25M, though we do have some larger clients under $50M. We operate in 3+ countries with over 100 clients across 30 industries, though our most common client industries are professional services (legal, accounting, etc.) and home services (Plumbing, HVAC, etc.). We specialize in lead generation, but also support eCommerce companies and many others.
  
  WISE launched in 2019, is based in San Diego, and has been fully remote since day one. Our Founder and CEO is an experienced entrepreneur and the company is led by a team of agency veterans, many of whom have worked together before in past agencies. This has led to fast growth, averaging 56% growth per year for four straight years.
  
  On top of our many service awards, what also sets us apart is our proprietary technology. In 2020 we created a proprietary website platform called NEST™ (we co-own this trademark with Google). NEST includes a website CMS, review platform, reporting system, ADA compliance, and more to give our clients a competitive edge. It's faster and more secure than competitive platforms like WordPress and Wix. NEST™ is also more affordable than our typical agency model because everything is baked into one streamlined solution. Our case studies are bullet-proof, the technology is world-class, and we have over 100 five-star reviews from clients online.
  
  NOTICE: It is essential to attempt the pre-screeners provided during the application process. Applications lacking completed pre-screeners will not be taken into consideration for this position.
  
  About the role:
  
  We're a fast-growing full-service digital marketing agency seeking a proactive and detail-oriented Sales & Accounts Coordinator to support our sales and accounts teams. This is a behind-the-scenes role focused on organizing processes, supporting team operations, and ensuring internal teams and systems run smoothly.
  
  Roles & Responsibilities:
  
  This is a full time position. At least 4 hours of your work day must overlap with Pacific Time 9am to 5pm.
  
  
  • Attend weekly sales and account team meetings and document key takeaways. Provide updates on tasks and projects that you've been assigned/are working on.
  • Identify gaps and inefficiencies in existing sales and account management processes.
  • Support sales team members in various research tasks.
  • Keep sales CRM records accurate and up to date, proactively inputting data from meetings and meeting notes.
  • Maintain and optimize the organization of sales folders in Google Drive.
  • Develop and manage a centralized sales knowledge database (platform to be determined). This will be used to train and manage new salespeople.
  • Create & send client agreements and set up client folders.
  • Hand off new clients from sales to project management in our company CRM.
  • Assist in building quarterly strategy presentations for the company's account managers using pre-set templates in Gamma.
  • Post new job openings and assist in the hiring process for the sales and accounts teams.
  
  Desired Skills & Experience:
  
  
  • Strong organizational and communication skills (Slack, email, video).
  • Familiarity with CRM & Project Management platforms (we use ClickUp).
  • Experience with Google Workspace (Docs, Sheets, Drive, etc.).
  • Basic proficiency in tools like HelloSign and Gamma (or willingness to learn).
  • Ability to manage multiple tasks and meet deadlines with minimal supervision.
  • A self-starter attitude and a team-oriented mindset.
  
  
  Job Details:
  
  Type: Full-Time
  
  Schedule: Flexible schedule with a minimum of 4 hours overlap during the 9:00 AM - 5:00 PM Pacific business day.
  Remote: 100% Online

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