Sales and Marketing Manager

Set Forth, LLC; Schaumburg (IL); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

401K

Medical insurance

Dental insurance

Vision insurance

Paid time off

Holidays

Flexible work arrangements

Professional development opportunities

Job summary

FORTH (Set Forth, LLC) is seeking a Sales and Marketing Manager to lead cross-functional teams, optimize operations, and align brand messaging with business strategy. The role emphasizes mentoring staff, controlling pipelines, and delivering executive-ready reporting.

Two days in the office weekly with flexibility for events; strong facilitation and client relationship skills are essential for growth and operational excellence.

Qualifications

• Bachelor's degree or 8+ years of relevant experience in lieu of a degree.
• Experience in managing and mentoring cross-functional sales and marketing teams.
• Proficiency in CRM software (e.g., Salesforce, HubSpot) for lead tracking and pipeline management.
• Proven track record in monitoring KPIs, improving team efficiency, and driving revenue growth.

Responsibilities

• Directly supervise and provide daily guidance to the Software Sales Specialist, Sales Administrator, Marketing Lead, and Marketing & Communications Specialist.
• Review daily tickets and voicemails to ensure team responsiveness and resolution.
• Monitor internal KPIs, including lead response times and conversion rates from demo to billing.
• Conduct weekly one-on-ones with the sales and marketing staff to review pipelines, assign tasks, and refine messaging.
• Support monthly revenue and pipeline reports for executive leadership.
• Collaborate with Leads and Clients to ensure CRM documentation is created and maintained.
• Partner with HR and other Heads to ensure brand consistency and integrity in communications.

Skills

Team leadership

CRM proficiency

KPI monitoring

Brand messaging

Communication

Conflict resolution

B2B software

Education

Bachelor's degree in Marketing/Business/Communications or 8+ years experience

Tools

Salesforce

HubSpot

Job description

The Sales and Marketing Manager is a strategic, internally-focused leader dedicated to driving operational excellence, team performance, and professional development across the Sales and Marketing Team. This role ensures consultative sales success and cohesive brand positioning while maintaining industry alignment through limited, high-impact client interactions.

Responsibilities

Duties and Responsibilities include but are not limited to the following:

Internal Leadership & Management

• Team Mentorship: Directly supervise and provide daily guidance to the Software Sales Specialist, Sales Administrator, Marketing Lead, and Marketing & Communications Specialist
• Operational Oversight: Review daily tickets and voicemails to ensure team responsiveness and resolution
• Performance Accountability: Monitor internal KPIs, including lead response times and conversion rates from demo to billing
• Internal Syncs: Conduct weekly one-on-ones with the sales and marketing staff to review pipelines, assign tasks, and refine messaging
• Reporting: Support the Software Sales Specialist in preparing monthly revenue and pipeline reports for executive leadership
• Communication and Documentation: Collaborate with Leads and Clients to ensure documentation is created and maintained in the CRM
• Brand Consistency: Partner with Human Resources and other Department Heads to ensure brand consistency and integrity with internal and external communications and events

Strategic & Limited Client Relations

• Consultative Escalations: Step into client calls only as needed to resolve high-level escalations or provide expert support on complex leads
• Relationship Pulse: Conduct limited "touch-base" calls with key clients to discuss industry trends and future projections to inform internal strategy
• Marketing Approval: Review and approve the team’s social media and client-facing communications to ensure brand integrity and technical accuracy
• Compliance Liaison: Represent the growth team in the Monthly Compliance Committee to assist in resolving client return rate issues
• Industry Presence: Attend select industry conferences and events to maintain brand awareness and identify partnership opportunities
• Billing Coordination: Coordinate with Billing on any changes needing to be communicated to Clients
• Perform daily duties in line with Forth, LLC Information Security Policies and Procedures
• Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets

Key Performance Indicators (KPIs)

• Internal Efficiency: Team adherence to lead contact protocols (1-2 hour initial contact)
• Brand Consistency: 100% of outgoing client communications and social posts meet FORTH's brand voice and tone
• Pipeline Health: Consistent growth in enrollment numbers and CRM user accounts
• Team Retention: Successful execution of annual performance reviews and ongoing professional development plans

Reports to

Senior Vice President of Operations

Direct Reports (4)

• Software Sales Specialist: Responsible for closing leads and platform demonstrations
• Sales Administrator: Handles lead intake, CRM logging, and administrative support
• Marketing Lead: Drives overall marketing strategy and visual brand identity
• Marketing & Communications Specialist: Executes multi-channel campaigns and owns client-facing email communications

Qualifications and Required Skills

• Bachelor's degree in Marketing, Business Administration, Communications, or a related field or 8+ years of relevant experience in lieu of a degree
• Experience in managing and mentoring cross-functional sales and marketing teams
• Proficiency in CRM software (e.g., Salesforce, HubSpot) for lead tracking and pipeline management
• Proven track record in monitoring KPIs, improving team efficiency, and driving revenue growthStrong communication skills with experience in brand messaging, social media strategy, and executive-level reporting
• Experience in conflict resolution and client-facing escalation management in a B2B or software environment
• Demonstrates creative spark and has a self-starter attitude
• Proven success in managing field marketing programs and relationships
• 2+ years' experience at a technology firm, preferred

Pay Range and Compensation

• $115,000 to 140,000, depending on experience
• 401K, medical, dental, vision, PTO, holidays, flexible work arrangements, professional development opportunities, etc.

Location

This role requires two days per week in office with flexibility for an additional day as needed for events, etc.

Travel Requirements

This person in this position may be asked to travel to conferences (up to four per year) at the expense of the company with as much advance notice as possible.

About the Company

FORTH (Set Forth, LLC) (formerly Debt Pay Gateway and DebtPayPro) has been serving consumers who are exiting debt since 2009. As a trusted leader in debt resolution technology, FORTH provides powerful tools and secure payment solutions that empower consumers while giving clients an all-in-one platform to manage operations efficiently.
We have over 140 employees across various states supporting 450+ B2B relationships. Every department, every role, every person drives our success. We’re more than a company. We’re a community of thinkers & builders shaping the future of debt relief technology.

Equal Opportunity Statement

Set Forth, LLC is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to creating a diverse and inclusive workplace and provide reasonable accommodations for qualified individuals with disabilities.