Who we are:

Unlike many traditional CPA firms, Richtr Financial Studio offers a compelling suite of forward-looking services that empower our clients to understand their worth and unleash their potential. Our dynamic team of accountants, finance and business advisors, and support specialists assist our clients in maximizing their company’s financial success by leveraging the latest financial tech tools, coupled with our proven processes and decades of expertise.

We are knowledgeable and creative individuals with a penchant for both accuracy strategic direction who enjoy working as a team to deliver uncompromising service to clients. We have locations in beautiful Boulder, CO right on Pearl Street, and the Sorrento Valley area in sunny San Diego, CA. We work with clients throughout the US and internationally. Additionally, we work almost exclusively with highly innovative companies in the software, life science, aerospace, data/AI and professional service industries.

We are looking for:

A Marketing and Sales Support Specialist for our Boulder office. The successful candidate has a solid working knowledge of current marketing techniques including market research, direct email marketing, social media, networking, and creative approaches to general prospecting. Insightful knowledge of SEO, Google Analytics and Sales CRM tools is a plus.

Position Responsibilities:

• Develop insightful and relevant data regarding potential prospects
• Assist with a variety of sale and marketing initiatives on both an ongoing and special project basis
• Develop and monitor KPI’s
• Manage sales tracking tools and generate reports on sales trends
• Liaise with account managers and the sales team to develop specific sales strategies
• Understand current suite of services and learn new features as they are developed
• Maintain current marketing collateral and develop new collateral as required
• Review feedback from prospects and customer regarding their use of services
• Suggest sales process improvements

Preferred Positions Qualifications

• Proven work experience as a sales support specialist or similar relevant role
• Ability to perform market research by industry
• Developing and nurturing prospects within the designated markets
• Basic understanding of finance, accounting, and business operations
• Proficiency with the MS Office Suite (especially Word and PowerPoint) among other technologies
• In-depth understanding of sales principles and customer service practices
• Excellent communication skills; proficient ability to write and edit
• Analytical and multitasking skills
• Social media savvy; working knowledge of LinkedIn or similar tools
• Knowledge of SEO, Google Analytics is a plus
• BS degree in Marketing or Associates degree in relevant field a plus

This job might be for you if:

• You enjoy market research to identify potential prospects
• You enjoy developing marketing messages that are well received by prospects via various mediums
• You enjoy helping support and achieve sales outcomes
• You are an excellent communicator and understand that includes being a good listener
• You like to be and help others stay organized
• You take good notes when needed and ask questions when something is not clear
• You are good at keeping a schedule and are effective at managing competing deadlines
• You are detail oriented and proofread copy that you or other create to ensure accuracy and comprehensibility
• You have a creative sense that makes your documents and power-points interesting and fun to read
• You enjoy finding and mastering new internet-based tools and apps to improve your ability to perform your duties
• You enjoy working with a team and helping others to shine

Compensation and Benefits:

We offer competitive salaries commiserate with experience. We also offer health, matching 401(k), dental, vision, disability, and life coverage among other benefits. Additionally, there are 3 weeks of PTO for first year employees, 8 company paid holidays and opportunities for a flexible work schedule.