Growth Marketing

• Own the prospective-member experience from first contact through onboarding
• Serve as the first point of contact for phone, email, and online inquiries
• Qualify inquiries and connect prospects with the appropriate advisor
• Guide new members through onboarding and handoff to their advisory team
• Improve the prospect experience and remove friction
• Partner with advisors to identify members who would benefit from additional services
• Conduct outreach around reviews, renewals, and planning opportunities
• Follow up after appointments to explain the full range of available services
• Build and run a referral program
• Analyze member records, meeting insights, and firm data to prioritize outreach
• Capture insights to improve future conversations
• Maintain accurate prospect and member activity records in the CRM
• Track and report appointments and referral results
• Meet growth targets for appointments and referrals
• Collaborate with advisory, operations, legal, and marketing teams
• Partner with marketing on campaigns for existing members and prospects
• Train and support colleagues on prospect experience and qualification standards
• Report to the Chief Revenue Officer

Explore Growth and Development Advisor at CSI Group. Review requirements and application details.