Sales & Marketing Associate

Four Eyes Financial is uniquely positioned to be North America's #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of a Sales & Marketing Associate to support our go-to-market strategy and customer engagement processes.

The successful candidate will contribute to the Sales and Marketing team by managing lead pipelines, enhancing customer communications, maintaining CRM systems, and supporting marketing activities in a dynamic and collaborative environment.

Focus Areas

Sales Support & CRM Management: Support sales efficiency through effective Zoho CRM management.

• Maintain and optimize our use of Zoho CRM to ensure data accuracy, lead tracking, and sales forecasting.
• Assist in inputting, updating and maintaining customer and prospect records within Zoho CRM, ensuring timely and accurate information flow.
• Support sales team activities, including preparation of sales collateral, organizing client meetings, and tracking outreach efforts.
• Generate reports and insights from Zoho CRM to support decision-making and performance tracking.

Marketing Execution: Support strategic marketing activities and campaigns that grow brand presence and generate leads.

• Assist in the execution of email marketing, digital campaigns, and social media initiatives in alignment with the company's growth goals.
• Coordinate marketing events, webinars, conferences and tradeshow executions.
• Help maintain marketing assets such as presentations, brochures, and newsletters.
• Develop content for various marketing channels including website, Linkedin, and internal communications.
• Collaborate with internal teams to ensure branding and messaging are consistent across all platforms.

Team Collaboration & Innovation: Contribute to team alignment and process improvement.

• Participate in team meetings, project planning, and strategy sessions.
• Identify and implement process improvements in sales and marketing operations.
• Contribute to content development, including copywriting and editing as needed.

Qualifications

• A graduate of Business, Marketing, Communications, or related field, or equivalent professional experience.
• 25 years of experience in a sales or marketing support role.
• Hands-on experience with Zoho CRM or similar CRM systems is required.
• Experience using creative design tools such as Canva and Adobe.
• Strong organizational and communication skills with attention to detail.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.

Benefits include:

• Group health & dental benefits
• RRSP matching program
• Competitive salary & vacation days
• Hybrid work options
• And more!

Are you ready to accelerate your career? If you have a pioneering spirit, a passion for results, seek meaningful work and want to make an impact on a changing industry, come join us!