Marketing Workflow Coordinator

Daily Responsibilities:

Inbox triage 

• Act as the first point of contact for all emails arriving in the shared marketing inbox
• Review and action all incoming emails, with a daily target of clearing the inbox with anything that is received before 4:00 PM EST
• Read every email and assess whether it requires a consultant or can be resolved directly
• Respond to basic inquiries independently — e.g., where to find an asset, how to get started on a request, status updates, and common how-to questions

Routing & traffic management

• Identify which requests need to be escalated to a consultant and route them promptly with clear context
• Log actionable creative and digital requests into Wrike 
• Loop in the appropriate consultant when a request is assigned to them
• Ensure no request falls through the cracks by maintaining organized tracking and follow-up

Communication & support

• Provide friendly, professional, and timely responses to all stakeholders
• Maintain a consistent tone and quality standard across all replies
• Flag recurring questions or trends that could inform better self-service resources or process improvements

Consultant collaboration 

• Work closely with our three marketing consultants to understand their roles, specializations, and current workloads, so requests are routed to the right person
• Join monthly team meetings to help identify efficiencies, process improvements, and ways to streamline intake and routing

Must-Have Skills:

• 2-3 years of experience in a customer support, coordinator, traffic management, administrative, or marketing operations role
• Solid understanding of both creative and digital marketing requests — enough to accurately assess, categorize, and route incoming work
• Experience working as part of a multi-disciplinary marketing team, with an understanding of how creative, digital, and strategy functions interconnect
• Strong written communication skills; you'll be the voice of the marketing team in every reply
• High comfort level with email management at volume (100–150 emails/day)
• Experience with project management tools; Wrike experience is a plus

Nice-to-Have Skills:

• Experience supporting financial services, advisor networks, or branch-based organizations
• Prior experience in a shared inbox or helpdesk-style role
• French language skills

Soft Skills:

• Multitasking
• Quick learner
• Curiosity