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Marketing Manager

Ascendo Resources Miami Full-Time
$55,000.00 - $60,000.00 / year
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Marketing Manager – Financial Industry

A highly successful small-business lending company is looking to hire a new team player for their marketing department.

Job Description:

The Marketing Manager is responsible for managing the CRM platform and referral agents in general and supporting the internal sales team. This position is also responsible for managing all marketing initiatives and ensuring they all have the same “look and feel”.

Responsibilities include:

·       Candidate will collaborate in any activity that is related to recruitment of referral agents / loan originators.

·       Uncover opportunities to optimize conversion across the sales funnel.

·       Manage referral agents / brokers recruitment.   

·       Own and oversee database management, segmentation, list acquisition/import, data cleansing, web form capture, lead management etc.

·       Adopt industry best practices by actively exploring and implementing new features, functionality releases, advanced workflows, personalization, and innovative segmentations.

·       Train referral agents / brokers to use the Marketing platform, personalize marketing presentation

·       Assist with Marketing Materials, products’ brochure

·       Improving the CRM platform structure and architecture ensuring it works seamlessly across the organization and captures all required information at key points in the broker life cycle

·       Maintaining and updating the CRM platform (cloud-based technology)

·       Training and onboarding new and existing brokers into the CRM platform

·       Collaborates with internal partners to ensure that all marketing material are up to date

·       Overseeing direct communications with brokers through the CRM.

·       Creating CRM platform analytics

·       Monitoring and maximizing broker lifetime value strategies ensuring maximum profitability

·       Evaluating the utilization of the CRM platform and creating strategies to increase it

·       Manage all social media and digital marketing initiatives

·       Support the sales department with event and tradeshow marketing strategies

·       Other ad hoc projects



·       +5 year Marketing Experience (ideally in the Financial Services Industry or related)

·       Education: Bachelor's degree in Marketing or related field, minor in IT

·       Bilingual: English and Spanish 

·       Strong communication and interpersonal skills

·       Ability to work in a fast-paced and highly growing business

·       Customer focused approach and ability to learn and adapt to needs and changes quickly


          Salary: $55k – $60k plus benefits

Full-time Job:

Associate to Mid-Level position

Local (Miami, FL) candidates only.


Recommended skills

Spanish Language
Digital Marketing


About the company

Salary Details

Based on Job Title, Location and Skills
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Ascendo Resources
specializes in placing accounting, finance, banking, compliance, healthcare,
IT, HR, and administrative professionals in temporary and project
opportunities, as well as direct hire positions. Through our specialized
divisions, Ascendo has the solution to your critical staffing needs. We
leverage our experience, market knowledge, professional network and extensive
candidate database to get our clients the best available resources. Many
recruiters look to fill positions too quickly or do not put enough effort into
finding the best candidates. However, at Ascendo Resources, we diligently
screen our candidates, check references, and probe clients on their
requirements. We dig deeper than most by conducting a thorough assessment of
our client needs, work environment, organizational structure and strategy, and
necessary skills required for the position. We also get to know our candidates
by understanding their career goals and objectives and other intangibles.
Through our in-depth process, we provide specialized guidance in order to help
you find the right candidate, with the right skill-set, for the right market

The Ascendo team is
comprised of former industry professionals who began their careers holding
positions with the Big 4, as well as Fortune 500 organizations. Their
experience was further enhanced after successful management positions with high
profile international staffing firms focusing on both consulting services and
direct hire placement. After many successful years in the industry, the
partnership of Ascendo was formed to provide the best available talent while
remaining cost-effective and upholding the highest ethical standards. Through
our previous professional experience and our established network of local
professionals, Ascendo Resources can assist with all of your accounting,
finance, banking, compliance, healthcare, IT, HR, and administrative staffing

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