Custodio Advisory Client Acquisition & Digital Marketing Specialist Remote · Full time Company website

This role will assist in lead generation, digital marketing and nurturing client relationships

About Custodio Advisory

We provide end-to-end accounting and finance solutions, including day-to-day accounting and fractional CFO services.

Description

Client Acquisition & Digital Marketing Specialist


Location: Remote (Headquartered in Dallas, Texas)

Company: Custodio Advisory


Custodio Advisory is a full-service accounting and finance firm dedicated to empowering businesses and individuals with innovative financial solutions. We are seeking a motivated and results-driven Client Acquisition & Digital Marketing Specialist to join our team. This role is essential in driving lead generation, digital marketing initiatives, and fostering strong client relationships.


Note: While this role is primarily remote, candidates located near Dallas, Texas, or other key locations may be required to attend in-person networking events as needed.


Key Responsibilities:

Lead Generation & Client Acquisition

  • Identify and generate new client leads through digital marketing campaigns, social media outreach, and targeted strategies.
  • Manage incoming client inquiries, qualifying potential clients, and coordinating next steps.
  • Conduct outbound communications (emails, calls, or social media messages) to nurture leads and convert them into clients.

Digital Marketing

  • Develop, implement, and monitor digital marketing campaigns across multiple channels (social media, email marketing, SEO, paid ads).
  • Create and schedule engaging content for social media platforms to increase brand visibility and engagement.
  • Track and report on digital marketing KPIs to assess campaign effectiveness and suggest improvements.
  • Collaborate with the team to maintain consistency in brand messaging and visuals.

Client Relationship Management

  • Build and nurture strong client relationships through personalized communication and support.
  • Respond to client inquiries promptly and professionally, ensuring a positive client experience.
  • Maintain a CRM system with accurate records of client interactions and follow-up schedules.

Event Attendance

  • Depending on location, attend in-person networking events, conferences, or client meetings to represent Custodio Advisory.
  • Assist in organizing and promoting events to attract new leads and strengthen client relationships.

Performance Metrics & Bonus Component

  • Meet or exceed lead generation and client acquisition targets.
  • Achieve digital marketing campaign goals such as reach, engagement, and conversions.
  • Earn bonuses based on performance metrics such as new client signups, campaign success, and revenue growth.

Qualifications:

  • Proven experience in digital marketing, lead generation, or client acquisition roles.
  • Strong understanding of social media platforms, digital marketing tools (e.g., HubSpot, Mailchimp, Google Ads, etc.), and analytics.
  • Excellent written and verbal communication skills.
  • Ability to multitask, prioritize, and thrive in a fast-paced, remote work environment.
  • Proficiency in tools like Canva, Adobe Suite, or similar for content creation is a plus.
  • Familiarity with accounting, finance, or professional services industries is a bonus.
  • Willingness to attend in-person events or meetings based on location is required.

What We Offer:

  • Competitive base salary with a performance-based bonus structure.
  • Flexible remote working environment.
  • Opportunities for growth and professional development.
  • A supportive and collaborative team culture.


If you're passionate about digital marketing, enjoy building client relationships, and are excited to contribute to the growth of a dynamic accounting and finance firm, we’d love to hear from you!



Salary

$35,000 - $75,000 per year