Sales and Marketing Coordinator

Excel Nearshore is looking for a Sales & Marketing Coordinator to own the content creation, event coordination, and sales enablement activity that supports our relationship-driven sales process. This is a hands-on, executional role for someone with real energy and enthusiasm for sales and marketing — someone who loves getting out from behind a desk, showing up at events, and representing Excel Nearshore with excitement.

You don't need to be a natural writer if you're organized and know how to use AI tools to turn a rough idea into high-quality content efficiently. The CRM and account infrastructure is already in place. Your job is to fuel the sales process with compelling content, well-run events, and professional materials that make our team more effective in every conversation.

We expect this person to use AI tools (Claude, ChatGPT, or equivalent) as a core part of how they work, including drafting content, building event materials, and accelerating repeatable tasks.

Location: White Bear Lake, MN (5 days per week in office)

Reports to: Chief Operating Officer

Works closely with: People & Culture Coordinator and VP of Operations

Growth Path: Business Development or Marketing Leadership (18 – 24 months)

• Real ownership from day one. The content and events you produce will directly support our most important client relationships and deals.
• Direct exposure to senior leaders and executive-level conversations, accelerating your growth faster than most roles at this career stage.
• An established business (founded 2006) with a proven delivery model and a clear growth trajectory.
• We actively encourage AI tool usage and expect you to work smarter, not just harder.
• A lean, collaborative team where your contributions are visible and your voice is heard.

• Client & Prospect Event Coordination (Primary):
• Coordinate a regular cadence of client and prospect events working toward a monthly rhythm across formats that fit our culture and relationships (breakfasts, informal networking, pickleball events, and attendance at partner or industry gatherings).
• Manage event logistics end-to-end: coordination, invitations, communications, and post-event follow-up within 48 hours to route engaged contacts back to the sales team
• Build and maintain a rolling event calendar, identifying the right mix of hosted versus attended events to keep Excel Nearshore visible with clients and prospective clients.
• Research and identify relevant third-party events, partner organizations, and community gatherings worth attending or sponsoring to expand our presence with target audiences.
• Produce one sales-aligned content piece per month: client case studies, market points-of-view, Linked In articles, or event recaps.
• Build and maintain a library of 3–5 strong client case studies with specific, measurable outcomes (headcount scaled, time-to-fill, cost impact) that the sales team can use in every conversation.
• Write Linked In posts and short-form content on behalf of leaders to maintain a consistent and credible market presence.
• Keep the Excel Nearshore website current: service descriptions, case studies, team bios, and client wins.
• Create and maintain sales material: capability decks, service one-pagers, proposal templates, and FAQ documents.
• Support the sales team with pre-meeting preparation: company briefs, relevant content to share, and talking points for specific prospects and accounts.
• Ensure all materials reflect current service offerings, delivery model, and client wins.
• Log event attendance, content engagement, and follow-up activity in the CRM to maintain an accurate picture of account relationships.
• Assist with keeping contact records and account notes current following events and outreach activity.
• Support…