Strategic Planning Assistant

Assist marketing process by developing marketing materials, maintaining contacts, sales activities, and follow-up tasks, preparing weekly/monthly commodity reports, researching prospects, generating leads, and reviewing market and operational data. Responsibilities include maintaining accurate shipment records, compiling operational and market information, supporting customer relationship management and sales follow-up, and assisting with reporting tools, system integrations, and operational resources.

Benefits:

• Health insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

Position Summary
The position supports marine and port operations and business development through cargo documentation, data analysis, sales and marketing coordination, and project implementation. Responsibilities include maintaining accurate shipment records, compiling operational and market information, supporting customer relationship management and sales follow-up, and assisting with reporting tools, system integrations, and operational resources. The role helps organize information and coordinate activities that support day-to-day operations and commercial initiatives.

Duties/Responsibilities

• Maintain and analyze operational data. Analyze data including vessel, cargo, and market data for reporting and business development. Help develop commodity reporting tools, handbooks, competitor tracking, and port data resources. Develop new methods and sources of data to expand capabilities.
• Support ongoing projects including AI system integration, vendor and tariff management, commodity handbooks and port map updates, and development of training program.
• Assist marketing process by developing marketing materials, maintaining contacts, sales activities, and follow-up tasks, preparing weekly/monthly commodity reports, researching prospects, generating leads, and reviewing market and operational data.
• Assist sales process by assisting with marketing campaign planning, coordinating sales-call follow-up and recording of activities.
• Assist with documentation to ensure accurate, complete, and timely documentation processing. 

Core Competencies

• Analytical Thinking: Interpret operational and market data and present clear, useful findings.
• Organization and Follow-Through: Manage competing priorities, meet deadlines, and track outstanding tasks.
• Communication and Collaboration: Communicate clearly and coordinate effectively across operational and commercial functions.
• Systems Adaptability: Learn business applications, maintain data quality, and support system integration.
• Initiative and Problem-Solving: Identify information gaps, resolve routine issues, and support process improvements.
• Accuracy and Attention to Detail: Maintain complete, reliable cargo documents, records, and system data.

Desired Qualifications 

• Relevant education or equivalent practical experience in business administration, or data analysis.
• Proficiency in Microsoft and business reporting, including organizing, reviewing, and summarizing data.
• Experience supporting market research, marketing campaigns, project coordination, or business system implementation.
• Experience with HubSpot or comparable CRM, including contact management, sales tracking, and follow-up.
• Interest in AI-enabled tools and process improvement, with sound judgment when handling business information.

Physical/Work Requirements

• Requires repetitive motion, hearing, talking, grasping, and sitting.
• Workers are required to have close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading.
• Worker is not subject to adverse environmental conditions as work is performed in an office.
• Must be able to lift 25 pounds at times. 

Schedule 

• This role is currently hybrid
• Core hours are 0800-1600 

Flexible work from home options available.