We’re Hiring!

August 5, 2019, by PFI Advisors
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PFI Advisors is excited to announce we are adding two new members to our family!  Click the links below to learn more about our Associate and Administrative Assistant openings.

About the Associate position:

We are looking for a motivated individual to work closely with the entire team, and report directly to the CEO.  Responsibilities will include, but are not limited to:

  • Support all client-related projects
  • Manage internal project management/task management
  • Maintain internal Salesforce database
  • Track and maintain PR goals and sales pipeline
  • Communicate directly with Centers of Influence, prospects, and clients
  • Write and publish industry articles/blog posts
  • Track industry news and trends to actively seek better solutions for our clients
  • Refine presentation materials to better connect with/convert prospects into clients
  • Document all Associate-related processes and workflows for repeatable tasks to ensure an efficient and consistent client experience
  • “Multiply” the CEO to allow him to be in multiple places at once

Click here to learn more the Associate role.

About the Administrative Assistant position:

We are looking for a motivated individual to work closely with the entire team, and report directly to the CEO and COO.  We have a strong focus on our marketing and branding efforts, and in addition to the below, this person will be responsible for managing our content calendar and social media presence.  Responsibilities will include, but are not limited to:

  • Manage the upkeep of our blog and website content
  • Manage our podcast, The COO Roundtable
  • Share industry content daily on social media channels
  • Maintain internal Salesforce database
  • Track client time logs and input hours into QuickBooks
  • Oversee both electronic and physical outreach to clients and prospects
  • Refine presentation materials to better connect with/convert prospects into clients
  • Book travel and create itineraries
  • Document all Administrative Assistant-related processes and workflows for our repeatable tasks to ensure an efficient and consistent internal experience
  • “Multiply” the CEO to allow him to be in multiple places at once

Click here to learn more about the Administrative Assistant role.

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