Marketing Systems Coordinator

Role Overview

Retirement Income Source SFG seeks 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 role is full-time and on-site in Westbrook, CT.

What You Will Do

Manage the day-to-day integrity of Metrics360 dashboard data and supporting CRM and reporting systems. Monitor, validate, and maintain accurate sales and marketing data across multiple platforms, audit data for accuracy, and support data governance standards. Develop, maintain, and distribute recurring reports and dashboards, track sales and marketing metrics, and investigate reporting issues to determine root causes.

Why It Might Be a Fit

This role is ideal for someone with 3+ years of experience in Marketing Operations, Sales Operations, CRM Administration, or a related operations role who enjoys working with systems and solving technical issues. The position offers growth in a collaborative, performance-driven culture with a comprehensive benefits package including 100% employer-covered medical benefits, PTO, and a 401K with 4% company match.

Requirements

• 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

Benefits

• 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