Client Outreach Specialist

Client Outreach SpecialistLocation: Louisville, KY (On-site)Job Type: Full-Time (M-F 8-5pm)

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
Job OverviewWe are seeking an Client Outreach Specialist to drive brand awareness, strengthen advisor and client relationships, and support pipeline growth through strategic marketing initiatives.This role blends event marketing, digital outreach, social engagement, and sales enablement to ensure our company remains top-of-mind with both new and existing audiences.The ideal candidate is highly organized, proactive, and comfortable working across multiple marketing channels in a fast-paced, growth-focused environment.
Key ObjectivesGenerate awareness among new prospects and partnersStrengthen engagement with existing advisors, clients, and stakeholdersSupport sales teams through consistent, value-driven outreach
Key Responsibilities
Event MarketingPlan and execute both in-person and virtual events to expand reach and engagement.In-Person Events:Identify and attend industry and channel eventsCoordinate participation in local and partner-hosted eventsSupport internal company events and initiativesVirtual Events:Plan and host virtual partner and channel eventsDevelop and deliver monthly advisor webinarsManage event promotion, registration, and follow-up communication
Social Media & LinkedIn ManagementMaintain consistent brand visibility and engagement across LinkedIn.Build and execute monthly content calendarsManage posting for company and leadership profilesReview weekly new lead reports and initiate connectionsEngage daily with prospects, advisors, and clients on LinkedInAccount-Based Engagement (ABS):Using tools such as LinkedIn Sales Navigator:Track key stakeholders and advisor activityMonitor job changes, promotions, and company updatesEngage through thoughtful, relationship-focused interactionsProvide weekly updates on engagement activity and opportunities
Email MarketingExecute targeted email campaigns across multiple audiences:AdvisorsClientsInternal teamsResponsibilities include:Campaign planning and schedulingContent creation and segmentationPerformance tracking and optimization
SMS MarketingSupport direct outreach and communication campaigns:Advisor updates and engagementTechnician communication and coordinationTime-sensitive alerts and announcements
Website & Digital EngagementImprove and support the company’s digital presence:Develop and maintain an advisor sales enablement portalUpdate website content to ensure clarity, education, and engagementSupport conversion-focused improvements for both clients and advisors
Sales EnablementCreate marketing assets that support the sales team:Short-form xzbcwsv and long-form video contentSales collateral (one-pagers, presentations, “sales slicks”)Advisor-facing educational materials
Success MetricsGrowth in new leads and audience reachEngagement across LinkedIn and email campaignsEvent attendance and follow-up conversionsAdvisor and client engagement levelsContribution to sales pipeline and revenue opportunities
Ideal Candidate ProfileStrong communication and relationship-building skillsInterest or experience in B2B marketing, outreach, or demand generationFamiliarity with LinkedIn and social selling strategiesHighly organized with ability to manage multiple projectsData-driven mindset focused on measurable resultsComfortable working in a fast-paced, collaborative environment
Why Join UsThis role offers the opportunity to directly impact brand visibility, advisor relationships, and revenue growth while gaining hands-on experience across the full marketing and sales ecosystem.