The Winkler Group is a national capital campaign and strategic planning firm headquartered in Mt. Pleasant, SC. We are seeking a Sales & Marketing Associate to join our sales and marketing team. The ideal candidate is highly motivated, organized, and detail-oriented, with strong verbal and written communication skills and the confidence to represent the firm with warmth and professionalism in any setting.

This role sits at the intersection of sales coordination, event execution, CRM management, and executive support. The Sales & Marketing Associate is responsible for ensuring that qualified opportunities move consistently through the sales pipeline—scheduling discovery conversations, maintaining pipeline accuracy, preparing materials, and executing follow-up so that opportunities transition effectively from early interest to signed engagement.

Marketing responsibilities support this objective directly. The associate coordinates logistics, prepares and distributes materials, and manages post-event follow-up to ensure that conferences, workshops, and other marketing efforts translate into meaningful opportunities.

At conferences and workshops, this individual serves as an extension of the firm’s leadership team—engaging warmly with prospects, building rapport, and creating introductory relationships. Attention to detail and responsiveness are the foundation of this role: internally, nothing falls through the cracks; externally, every prospect interaction reflects the firm’s standard of care.

The associate will work closely with the Director of Marketing and Executive Vice President and includes dedicated support to the CEO’s sales and marketing calendar and related correspondence.

Qualifications

Required qualifications: 

• 2+ years of experience in a marketing, sales support, administrative, or client services role
• Experience supporting a sales or relationship-management process, including scheduling, follow-up, proposals, or pipeline coordination
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Canva
• CRM experience required (HubSpot preferred; equivalent systems welcomed)
• Exceptional attention to detail and responsive by nature—with a proactive, process-oriented mindset
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-moving, deadline-driven environment
• Ability to support conferences/events, including occasional travel and on-site setup/teardown
• Ability to work independently on tasks while remaining a collaborative team member
• Ability to work a hybrid schedule in the Charleston/Mt. Pleasant area

Preferred qualifications:

• B.A. in communications, marketing, nonprofit management or other related major desired
• Hands-on experience with HubSpot Sales Hub and/or Marketing Hub
• Experience supporting senior leaders in a client-facing environment
• Professional services, nonprofit, fundraising, or philanthropy exposure
• Experience preparing proposals or RFP responses
• Event coordination and logistics experience

Duties and Responsibilities

Sales Coordination

• Schedule and coordinate inbound discovery calls and initial prospect outreach
• Maintain the sales pipeline in HubSpot Sales Hub, ensuring all records, stages, and next steps are current and accurate
• Prepare sales proposals in response to RFPs and generated leads
• Prepare proposal and alignment presentations for prospective clients
• Coordinate post-proposal communication, logistics, and next steps
• Support weekly sales meetings by tracking action items and follow-up requirements
• Execute timely follow-up to ensure opportunities progress through the pipeline

Event Execution

• Represent the firm at conferences and workshops—engaging warmly with prospects, building introductory relationships, and connecting attendees to the right members of the leadership and/or Sales & Marketing teams
• Coordinate event logistics, including travel arrangements, materials preparation, on-site setup, and teardown
• Develop and maintain detailed event schedules and travel coordination documents
• Prepare and customize PowerPoint presentations for conferences and workshops
• Track, organize, and support timely follow-up for leads generated through events and marketing initiatives
• Support outbound communications tied to events and lead generation efforts, including social media, email scheduling, formatting, and list management

HubSpot Data Entry & Maintenance

• Own day-to-day data entry and record maintenance across HubSpot Sales and Marketing Hubs
• Ensure CRM accuracy following events, calls, and outreach activity
• Coordinate Marketing Hub and Sales Hub updates to support pipeline visibility and marketing analytics
• Perform post-event data entry, including new contacts, lead status updates, and follow-up scheduling

Executive Support

• Manage the CEO’s calendar as it relates to sales and marketing engagements
• Prepare briefing materials and call notes in advance of meetings with prospective clients and partners
• Provide email support to the CEO as needed in the context of sales and marketing activity
• Anticipate pipeline-related scheduling needs and proactive calendar management on the CEO’s behalf

Compensation and Benefits

The Winkler Group offers a starting salary of $48,000–$52,000, with the opportunity to earn commission on qualified leads generated and converted to contracted engagements. Merit-based bonuses may also be provided at the discretion of senior leadership. A generous benefits package includes medical, vision, and dental insurance, 401(k), paid vacation, sick leave, and holidays.

The role is based in Mt. Pleasant, SC, with a hybrid in-office and remote schedule. No relocation expenses are offered as part of this position.