Performance Marketing & Sales Systems VA

Performance Marketing & Sales Systems VA
Strategic Contributor | CRM-Savvy | Data & Attribution Focused

About Us

At Beacon Family Enterprise Consulting and Beacon Family Office, we help family-owned businesses navigate leadership, succession, and legacy transitions. Through the Legacy Builders Podcast, monthly webcasts, and high-trust advisor communications, we’ve built a presence in the family enterprise space rooted in credibility, emotional intelligence, and long-term impact.

We’re now advancing from visibility to performance, turning thought leadership into measurable engagement and a qualified pipeline. That’s where you come in.

Your Mission

As our Performance Marketing & Sales Systems VA, you will be the systems thinker who bridges strategy and execution, ensuring our CRM is structured, our attribution is accurate, our follow-up is flawless, and our content reaches the right people.

You’ll collaborate with our Project Management Assistant (PMA) and wider VA team, bringing insight and intelligence to campaigns, while owning the backend mechanics that power our conversion engine.

Key Responsibilities

???? Strategic Targeting & Collaboration

?Act as a strategic contributor in defining where our ideal clients gather, associations, events, panels, and partner ecosystems
?Collaborate with the PMA, who owns research, guest list execution, and logistics, while you contribute ideas, targeting criteria, and list logic
?Support CRM segmentation strategy by helping define and validate high-fit contacts for specific campaign goals

?? CRM, Campaigns & Follow-Up (Zoho One)

?Build and maintain Zoho Campaigns workflows: tagging, segmentation, sequencing
?Monitor and update Zoho CRM records with proper stages, tasks, and DNS next steps
?Collaborate with the PMA and branding consultant to ensure:

oCampaign content is submitted on schedule
oAssets are reviewed monthly and launched only after sign-off

???? Performance Reporting & Attribution

?Build and manage Zoho Analytics dashboards to track:

oCampaign performance (opt-ins, open/click rates)
oPipeline stage movement and lead source attribution
oFunnel conversion rates and stuck opportunities

???? UTM Tracking & Attribution Framework

?Develop and manage a consistent UTM tracking structure for all outbound marketing (email, social, podcast, webinars, etc.)
?Implement UTM-enabled links and configure Zoho Forms + CRM fields to capture source/medium/campaign
?Monitor data integrity and troubleshoot with marketing/tech leads when discrepancies arise
?Analyze lead source and make recommendations to improve targeting ROI

???? Sales Systems & Support

?Schedule and prepare Core 4 meetings with relevant CRM data
?Send DNS follow-ups using pre-approved templates
?Maintain 100% CRM hygiene: notes, tasks, and next steps always up-to-date
?Alert Cory when leads need reactivation or reconnection

You’re a Great Fit If You…

?Love systems, structure, and performance reporting
?Thrive in collaborative remote teams where everyone has clear swim lanes
?Are confident in Zoho One (CRM, Campaigns, Analytics, Forms, Flow)
?Think strategically and contribute ideas, not just tasks
?Value precision, insight, and helping a high-trust business scale responsibly

Tools You’ll Use

?Zoho One Suite: Zoho CRM, Campaigns, Analytics, Forms, Flow
?Google Workspace (Docs, Sheets, Drive)
???Email, calendar scheduling, and basic UTM builder tools
?Internal SOPs and shared folders for process alignment

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