Description

POSITION: Marketing Systems Coordinator

Location & Hours: Westbrook, CT | Full-time On-site

FLSA Classification: Non-Exempt

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

We are seeking a detail-oriented Marketing Systems Coordinator to maintain the integrity of Metrics360, our proprietary sales and marketing reporting platform, along with related CRM and reporting systems. This role partners with Marketing, Sales, and Programming to ensure accurate data, support reporting processes, troubleshoot system issues, and maintain reliable business information across multiple platforms.

The ideal candidate enjoys working with systems, maintaining accurate data, solving technical issues, and supporting the operational success of the Marketing and Sales teams.

Key Responsibilities

Systems & Data Management

Manage the day-to-day integrity of our proprietary Metrics360 dashboard data and supporting CRM and reporting systems.
Monitor, validate, and maintain accurate sales and marketing data across multiple platforms.
Ensure CRM records remain organized, complete, and compliant with company standards.
Audit data to identify missing, duplicate, or inaccurate information and maintain overall data integrity.
Support established data governance standards, SOPs, and reporting procedures.

Reporting & Process Support

Develop, maintain, and distribute recurring reports and dashboards.
Review reports for accuracy and resolve data discrepancies before distribution.
Track sales and marketing metrics, including campaign ROI, seminar performance, pipeline activity, and marketing spend.
Identify reporting inconsistencies and support reporting automation initiatives.
Monitor compliance with data entry standards and assist users with reporting best practices.

Systems Support & Collaboration

Investigate reporting issues to determine whether they stem from user error, process gaps, or system functionality.
Document software issues and collaborate with Programming to troubleshoot and test enhancements.
Support CRM optimization, system integrations, and User Acceptance Testing (UAT).
Communicate reporting issues and system observations to stakeholders while supporting accurate operational reporting.

Requirements

Required Qualifications

3+ years of experience in Marketing Operations, Sales Operations, CRM Administration, Data Management, Reporting, or a related operations role.
Advanced proficiency in Microsoft Excel, data validation, and reporting.
Experience working with CRM platforms, reporting systems, and dashboard maintenance.
Strong analytical and problem-solving skills with exceptional attention to detail and commitment to data accuracy.
Strong written and verbal communication skills with the ability to communicate reporting issues and system findings effectively.
Proven ability to manage multiple priorities while maintaining a high degree of accuracy, organization, and accountability.

Preferred Qualifications

Bachelor’s degree in Marketing, Finance, Information Systems, Business Administration, or a related field (or equivalent professional experience).
Experience with Google Analytics, CRM optimization, marketing automation platforms, or business reporting tools.
Experience supporting data governance, process improvement, and system implementations.
Experience supporting sales, marketing, or revenue operations within financial services or another regulated industry.

Physical & Work Environment Requirements

Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if/when necessary.
Routine use of telephone and email.
Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

100% employer-covered medical benefits and HRA account
Dental & vision plans
Short and long-term disability insurance
PTO + 10 NYSE company holidays per year
401K with 4% company match program
Free onsite parking
Company-provided laptop and required technology

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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