Client Success & Marketing Coordinator

Updated draft:

Jones Business Funding — Executive Assistant (Client Engagement & Marketing Ops)

*Role Overview*
Jones Business Funding, a commercial capital advisory brokerage, is hiring an Executive/Virtual Assistant to manage client-facing follow-up, marketing campaign execution, and social/outreach content across our funnel — working directly inside our GoHighLevel workflow.

*Responsibilities*

• Launch and manage marketing campaigns (email /SMS) to prospects and existing leads
• Make follow-up calls to clients to present available funding offers
• Request and collect additional documentation needed to move a file forward
• Speak with clients who were denied funding, and present alternative or stronger opportunities — including introducing our credit partner program
• Handle LinkedIn outreach: connection requests, messaging sequences, and campaign creation to reach new potential clients
• Create and post content across social media platforms to build brand visibility
• Monitor and participate in relevant industry Facebook groups — answer prospect questions and share links to request a free quote on our website
• Track and manage all client interactions and campaign activity inside GoHighLevel (GHL)
• Work with the team to produce ad creative using AI platforms such as Higgsfield
• Stay flexible to take on new tasks tied to client success and new campaigns as the business evolves
• Work directly with management to help push company expansion initiatives

*Requirements*

• Strong verbal communication skills — comfortable making outbound calls and speaking with clients about denials or alternative offers
• Experience with LinkedIn outreach/prospecting and social media content posting
• Familiarity with GoHighLevel or similar CRM/marketing automation platforms
• Comfortable learning and using AI ad-creation tools (e.g., Higgsfield or similar platforms)
• Self-directed and comfortable owning a client relationship end-to-end, not just data entry
• Flexible and adaptable — willing to take on new responsibilities as priorities shift
• Basic understanding of, or willingness to learn, MCA/business lending and credit partner programs
• Professional phone/written communication — will represent the company directly to clients

*Nice to Have*

• Prior experience in financial services, sales, or client success
• Experience running paid or organic social campaigns
• Copywriting for outreach sequences and ad content
• Prior exposure to AI content/ad generation tools