Sales & Marketing Associate

Role

Sales & Marketing Associate

Location

Remote (U.S. based)

Timezone Preference

Mountain Standard Time (MST) or Pacific Standard Time (PST)

Employment Type

Contract

Company

USA Tax Gurus

About Us

USA Tax Gurus is a growing tax, accounting, and advisory firm specializing in U.S. tax compliance, international tax matters, bookkeeping, and business advisory services. We serve individuals and businesses across the United States and internationally, with a strong focus on client service, accuracy, and operational excellence.

Position Overview

We are seeking a highly organized and detail-oriented Sales & Marketing Associate to support our operations and client communication processes. This is an excellent opportunity for someone who enjoys structured work, communicating with clients, and helping a fast-paced professional services firm run smoothly.

The ideal candidate is proactive, persistent, and persuasive - comfortable following up until a deal closes, while also organized enough to keep our CRM and pipeline clean and accurate. You will work closely with the Office Manager/firm leadership and ensure clients receive timely and professional service.

Key Responsibilities

Pipeline & CRM Management (GoHighLevel)

• Keep contacts, opportunities, pipeline stages, and notes accurate and current
• Build and maintain follow-up sequences, reminders, and nurture workflows for leads and proposals
• Run regular data-quality checks so no lead goes cold from neglect
• Track conversion at each pipeline stage and flag stalled or stuck deals

Client Communication & Follow-Up

• Send reminders regarding consultations, missing documents, proposals, and pending next steps
• Respond to routine client inquiries via email and messaging platforms
• Share scheduling links and help coordinate appointments
• Escalate urgent or sensitive client issues to management promptly

Email & Communication Triage

• Monitor incoming emails and prioritize based on urgency
• Route high-priority matters to the appropriate team member
• Respond to straightforward administrative inquiries
• Follow up on pending client communications as needed

Administrative Support

• Assist with drafting service quotations using internal templates
• Send approved engagement letters and invoices through client portals
• Maintain internal spreadsheets and operational tracking documents
• Help manage meeting records and documentation

Marketing Support

• Post approved promotional content in relevant channels
• Assist with administrative marketing tasks including campaigns, outreach, etc
• Help track outreach activity and engagement

Communication & Coordination

• Triage incoming email and messages, prioritizing revenue-impacting items
• Share scheduling links and help coordinate appointments
• Provide phone coverage during late afternoon/evening U.S. hours, route calls or capture lead information for prompt follow-up

Required Qualifications

• 1+ year of sales, client-facing, lead follow-up, or coordinator experience preferred
• Strong written and verbal communication and a persuasive, client-friendly style
• Comfort with follow-up and ownership of outcomes, you don't let leads slip
• Excellent organizational skills and attention to detail
• Comfortable learning and using multiple software platforms
• Ability to prioritize and identify high-value or urgent opportunities
• Ability to maintain confidentiality and handle sensitive financial information responsibly

Preferred Qualifications

Experience with any of the following is a plus

• CRM systems, especially GoHighLevel
• Sales or marketing within a professional services, accounting, or tax firm
• Google Workspace, client portals, and document management systems
• Remote sales or client-success support

Working Hours

Preferred availability within MST or PST business hours to support client communication and lead response coverage. Typical coverage is approximately 10:00 AM - 6:00 PM MST (or equivalent), with flexibility to assist with occasional later calls.

Growth Opportunity

This role offers strong long-term growth potential into areas such as

• Business development / account management
• Client success and retention
• Marketing and demand generation
• CRM automation and revenue operations

High performers may grow into more senior sales, marketing, or client-success roles as the firm expands.

At USA Tax Gurus, we are committed to fostering a diverse, inclusive, and equitable workplace. We welcome applicants of all genders, races, religions, ages, ethnicities, sexual orientations, disabilities, and other backgrounds. Our hiring process is conducted with fairness and without bias, ensuring equal opportunities for everyone. We believe in empowering individuals to build their careers while maintaining a healthy work-life balance and contributing to exceptional client service.

If you believe you meet the criteria above, we encourage you to apply and explore the opportunity to join our team.

Work Location: Remote