Job Overview
The Winkler Group is a national capital campaign and strategic planning firm headquartered in Mt. Pleasant, SC. We are seeking a Sales & Marketing Associate to join our sales and marketing team. The ideal candidate is highly motivated, organized, and detail-oriented, with strong verbal and written communication skills and the confidence to represent the firm with warmth and professionalism in any setting.
This role sits at the intersection of sales coordination, event execution, CRM management, and executive support. The Sales & Marketing Associate is responsible for ensuring that qualified opportunities move consistently through the sales pipeline—scheduling discovery conversations, maintaining pipeline accuracy, preparing materials, and executing follow-up so that opportunities transition effectively from early interest to signed engagement.
Marketing responsibilities support this objective directly. The associate coordinates logistics, prepares and distributes materials, and manages post-event follow-up to ensure that conferences, workshops, and other marketing efforts translate into meaningful opportunities.
At conferences and workshops, this individual serves as an extension of the firm’s leadership team—engaging warmly with prospects, building rapport, and creating introductory relationships. Attention to detail and responsiveness are the foundation of this role: internally, nothing falls through the cracks; externally, every prospect interaction reflects the firm’s standard of care.
The associate will work closely with the Director of Marketing and Executive Vice President and includes dedicated support to the CEO’s sales and marketing calendar and related correspondence.
Primary Responsibilities
I. Sales Coordination
- Schedule and coordinate inbound discovery calls and initial prospect outreach
- Maintain the sales pipeline in HubSpot Sales Hub, ensuring all records, stages, and next steps are current and accurate
- Prepare sales proposals in response to RFPs and generated leads
- Prepare proposal and alignment presentations for prospective clients
- Coordinate post-submission communication, logistics, and next steps
- Support weekly sales meetings by tracking action items and follow-up requirements
- Execute timely follow-up to ensure opportunities progress through the pipeline
II. Event Execution
- Represent the firm at conferences and workshops—engaging warmly with prospects, building introductory relationships, and connecting attendees to the right members of the leadership and/or Sales & Marketing teams
- Coordinate event logistics, including travel arrangements, materials preparation, on-site setup, and teardown
- Develop and maintain detailed event schedules and travel coordination documents
- Prepare and customize PowerPoint presentations for conferences and workshops
- Track, organize, and support timely follow-up for leads generated through events and marketing initiatives
- Support outbound communications tied to events and lead generation efforts, including social media, email scheduling, formatting, and list management
III. HubSpot Data Entry & Maintenance
- Own day-to-day data entry and record maintenance across HubSpot Sales and Marketing Hubs
- Ensure CRM accuracy following events, calls, and outreach activity
- Coordinate Marketing Hub and Sales Hub updates to support pipeline visibility and marketing analytics
- Perform post-event data entry, including new contacts, lead status updates, and follow-up scheduling
IV. Executive Support
- Manage the CEO’s calendar as it relates to sales and marketing engagements
- Prepare briefing materials and call notes in advance of meetings with prospective clients and partners
- Provide email support to the CEO as needed in the context of sales and marketing activity
- Anticipate pipeline-related scheduling needs and proactive calendar management on the CEO’s behalf
What We're Looking For
I. Required
- 2+ years of experience in a marketing, sales support, administrative, or client services role
- Experience supporting a sales or relationship-management process, including scheduling, follow-up, proposals, or pipeline coordination
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Canva
- CRM experience required (HubSpot preferred; equivalent systems welcomed)
- Exceptional attention to detail and responsive by nature—with a proactive, process-oriented mindset
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-moving, deadline-driven environment
- Ability to support conferences/events, including occasional travel and on-site setup/teardown
- Ability to work independently on tasks while remaining a collaborative team member
- Ability to work a hybrid schedule in the Charleston/Mt. Pleasant area
II. Preferred Qualifications
- B.A. in communications, marketing, nonprofit management or other related major desired
- Hands-on experience with HubSpot Sales Hub and/or Marketing Hub
- Experience supporting senior leaders in a client-facing environment
- Professional services, nonprofit, fundraising, or philanthropy exposure
- Experience preparing proposals or RFP responses
- Event coordination and logistics experience
Who Thrives in this Role
This role is best suited for an individual who builds relationships naturally, executes with precision, and understands how both support business development outcomes.
This role is a great fit for someone who:
- Treats attention to detail as a professional standard—accuracy and follow-through are non-negotiable
- Loves bringing organization and follow-through to fast-moving environments
- Naturally notices details others miss
- Enjoys helping people feel welcomed, prepared, and cared for
- Takes pride in keeping communication, scheduling, and next steps moving smoothly
- Is energized by being the connector between sales, marketing, leadership, and client experience
- Understands that responsiveness and professionalism build trust
Compensation & Structure
This is a salaried position that includes commission for generating and converting qualified sales leads into contracted engagements. Merit-based bonuses may also be provided at the discretion of senior leadership. A generous benefits package includes medical, vision, and dental insurance, 401(k), paid vacation, sick leave, and holidays.
The role is based in Mt. Pleasant, SC, with a hybrid in-office and remote schedule.
Pay: $48,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Application Question(s):
- Are you located within commuting distance of Mt. Pleasant, SC and able to work a hybrid schedule?
- Do you have at least 2 years of relevant experience?
- This role includes conference/event support, including occasional travel and on-site setup/teardown. Are you comfortable with this?
Education:
- High school or equivalent (Required)
Work Location: Hybrid remote in Mount Pleasant, SC 29464
