Sales and Marketing Coordinator

Excel Nearshore; White Bear Lake, Northern (MN, KY); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Excel Nearshore in White Bear Lake, MN seeks a Sales & Marketing Coordinator to own content creation, event coordination, and sales enablement activities that support a relationship-driven sales process. This hands-on role embraces AI tools to craft content, build event materials, and accelerate repeatable tasks.

The role sits in an office-based environment (5 days/week) reporting to the COO and collaborating with People & Culture and Operations leadership.

Qualifications

• Energetic and organized, with ability to use AI tools to turn rough ideas into high-quality content.
• 2–10 years of experience in event coordination, sales support, or marketing in a B2B environment.
• Solid writing and editing instincts for compelling content.
• Strong project management and event coordination skills with attention to detail.
• Self-directed with ownership of events and tasks.

Responsibilities

• Client & Prospect Event Coordination (Primary): plan and execute monthly events to fit culture and relationships.
• Manage event logistics end-to-end: invitations, communications, and post-event follow-up within 48 hours.
• Build/maintain an event calendar and identify hosted vs attended events for visibility.
• Research third-party events and partner activities to expand presence.
• Produce one sales-aligned content piece per month (case studies, POVs, LinkedIn posts).
• Create 3–5 client case studies with measurable outcomes for sales use.
• Maintain website content: service descriptions, case studies, bios, client wins.
• Create and maintain sales materials: decks, one-pagers, templates, FAQs.
• Support pre-meeting preparation with briefs and talking points.
• Log attendance, engagement, and follow-up in CRM; keep contact records current.
• Assist weekly pipeline with accurate activity data.

Skills

Event coordination

Sales support

Marketing coordination

Content creation

AI tools usage

Tools

Salesforce

Job description

Excel Nearshore is looking for a Sales & Marketing Coordinator to own the content creation, event coordination, and sales enablement activity that supports our relationship-driven sales process. This is a hands-on, executional role for someone with real energy and enthusiasm for sales and marketing — someone who loves getting out from behind a desk, showing up at events, and representing Excel Nearshore with excitement. You don't need to be a natural writer if you're organized and know how to use AI tools to turn a rough idea into high-quality content efficiently. The CRM and account infrastructure is already in place. Your job is to fuel the sales process with compelling content, well-run events, and professional materials that make our team more effective in every conversation. We expect this person to use AI tools (Claude, ChatGPT, or equivalent) as a core part of how they work, including drafting content, building event materials, and accelerating repeatable tasks.

Location: White Bear Lake, MN (5 days per week in office)

Reports to: Chief Operating Officer

Works closely with: People & Culture Coordinator and VP of Operations

Growth Path: Business Development or Marketing Leadership (18 – 24 months)

Why Excel Nearshore

• Real ownership from day one. The content and events you produce will directly support our most important client relationships and deals.
• Direct exposure to senior leaders and executive-level conversations, accelerating your growth faster than most roles at this career stage.
• An established business (founded 2006) with a proven delivery model and a clear growth trajectory.
• We actively encourage AI tool usage and expect you to work smarter, not just harder.
• A lean, collaborative team where your contributions are visible and your voice is heard.

Responsibilities

• Client & Prospect Event Coordination (Primary):
• Coordinate a regular cadence of client and prospect events working toward a monthly rhythm across formats that fit our culture and relationships (breakfasts, informal networking, pickleball events, and attendance at partner or industry gatherings).
• Manage event logistics end-to-end: coordination, invitations, communications, and post-event follow-up within 48 hours to route engaged contacts back to the sales team
• Build and maintain a rolling event calendar, identifying the right mix of hosted versus attended events to keep Excel Nearshore visible with clients and prospective clients.
• Research and identify relevant third-party events, partner organizations, and community gatherings worth attending or sponsoring to expand our presence with target audiences.
• Produce one sales-aligned content piece per month: client case studies, market points-of-view, LinkedIn articles, or event recaps.
• Build and maintain a library of 3–5 strong client case studies with specific, measurable outcomes (headcount scaled, time-to-fill, cost impact) that the sales team can use in every conversation.
• Write LinkedIn posts and short-form content on behalf of leaders to maintain a consistent and credible market presence.
• Keep the Excel Nearshore website current: service descriptions, case studies, team bios, and client wins.
• Create and maintain sales material: capability decks, service one-pagers, proposal templates, and FAQ documents.
• Support the sales team with pre-meeting preparation: company briefs, relevant content to share, and talking points for specific prospects and accounts.
• Ensure all materials reflect current service offerings, delivery model, and client wins.
• Log event attendance, content engagement, and follow-up activity in the CRM to maintain an accurate picture of account relationships.
• Assist with keeping contact records and account notes current following events and outreach activity.
• Support sales leadership with the weekly pipeline report by ensuring activity data is accurately captured.

How Success Is Measured:

• Promote and attend networking events: 3 industry events per month plus 1 Excel Nearshore client/prospect event per quarter.
• Client case studies built: 3 strong stories with measurable outcomes by Q3.
• Thought leadership content pieces: 1 per month, actively used by sales team in conversations.
• Meetings generated from events: At least 1–2 qualified follow-on conversations per event.
• Sales collateral published: All materials current and in active use by the sales team.
• LinkedIn content published: 1-2 posts per month on behalf of company/ leaders.

Qualifications

• Genuine energy and enthusiasm for sales, marketing, and events: Be excited to get out from behind a desk, represent Excel Nearshore in person, and be the reason people show up and keep coming back.
• 2–10 years of experience in a role requiring event coordination, sales support, or marketing in a B2B environment.
• Technically literate. Use Claude, ChatGPT, or equivalent tools daily and know how to produce high-quality output efficiently. Know the difference between helpdesk support and application development.
• Solid writing and editing instincts: you don't need to be a natural writer, but you know how to put content together to capture attention.
• Strong project management and event coordination skills: you make sure others know what’s coming up, when to show up, and coordinate details.
• Self-directed with good follow-through. This role requires ownership of events and task execution.
• Willing to learn our Salesforce CRM to log activities and extract reports. We have Salesforce admins and developers available to support you.

Preferred Qualifications

• Background in event planning or executive program coordination.
• Experience in IT services, staffing, managed services, consulting, or B2B professional services.
• Prior hands‑on experience with Salesforce or another CRM platform.
• Experience producing content on behalf of a company or company leaders.
• Genuine curiosity about business and technology. If you enjoy learning what makes our clients’ businesses excel and can translate that into compelling content, you’ll do great.

Contacts

Hiring organization

Employment Type

Full-time

Beginning of employment

ASAP

Duration of employment

Indefinite

Technology

Job Location

White Bear Lake, Minnesota, United States