Marketing & Customer Success Coordinator

Pocketed is hiring a Marketing & Customer Success Coordinator to join our team

Pocketed is a rapidly growing software startup and services firm that helps businesses across North America access billions of dollars in non-dilutive capital through grants, tax credits, and incentives. We're a female-founded, female-led company with a bold vision: to give entrepreneurs the power to create and build businesses without financial barriers. Today, more than 17,000 businesses use Pocketed to access over $200M in grant funding and tax credits to extend their runway and achieve their growth goals.

We've 5x our revenue, expanded our services offerings and grown our client list exponentially - and we are looking for a motivated and ambitious **Marketing &**Customer Success (CS) Coordinator** to join our client-centric team at Pocketed.

As a **Marketing &**Customer Success Coordinator**, you'll play a key role in ensuring Pocketed's clients have a seamless and positive experience from initial inquiry to full engagement. You'll manage client communications and oversee grant writing projects, providing top-tier support to both clients and grant writers. In addition, you'll contribute to marketing efforts through graphic design and copywriting projects.

**Your Key Responsibilities**:
As a Marketing & Customer Success Coordinator, your top priorities will be hunting for new prospects, booking meetings, and helping fill the pipeline for our Account Executives:

- **Customer Success & Support**:Serve as the primary point of contact for customers, providing guidance on funding programs and the grant process. Qualify inbound leads to ensure sales-ready opportunities move forward.
- **Account Management**: Monitor customer feedback, proactively address issues, and ensure accurate account records.
- **Copywriting**:Craft clear, engaging messaging about grant programs and Pocketed's services to drive engagement.
- **Performance & Adaptability**:Meet and exceed targets, refine messaging based on customer interactions, and contribute insights to improve our offerings.

**Your Qualifications**:

- **Proactive & Customer-Focused**: Tenacious, creative, and resilient self-starter committed to ensuring an excellent client experience.
- **Strong Communicator**: Exceptional written and verbal skills with a knack for relationship-building.
- **Detail-Oriented & Organized**: Able to prioritize and multitask effectively in a fast-paced environment.
- **Driven & Impact-Oriented**: Motivated by goals and thrives in a performance-driven culture.
- **Tech-Savvy**: Experience with CRM software (e.g., Salesforce, HubSpot) and design tools (InDesign, Canva) is a plus.
- **Relevant Background**: Experience in customer success, marketing, or grant funding is preferred. A post-secondary education in business, marketing, or a related field is an asset.
- **You give a damn** about creating impact and delivering experiences that delight. You understand that culture is only as strong as the sum of its parts, and

**you're all in on contributing positively**.

Your Benefits:
In this role you will work closely with a tight-knit founding team to rapidly design and build new generation solutions to real-world problems. As part of our growth team, you will have the full support of our Head of Growth and our entire growth team.

More specifically, your benefits will include:

- $50,000 to $60,000, based on your experience.
- Comprehensive company benefits (premiums are fully paid for by Pocketed).
- Employee stock options (opportunity to own a piece of what we're building).
- Vacation, sick days (5 days), and up to 5 bonus company days off (2 days at Christmas, 3 days in the summer).
- Full time position (40 hours / week), working Monday to Friday, 9am to 5pm.
- Remote work arrangement?(our team is distributed across Canada, but we have an office space in Vancouver if you prefer a change of scenery).
- Structured growth meetings and team meetings (we meet with intention - nobody likes to meet... to meet).
- Annual team gatherings to celebrate all the things

**About Pocketed**: Helping businesses across?Canada?grow & thrive?

A lack of financial resources is one of the primary reasons businesses fail. With billions of dollars in ?free money' (grants & tax credits) available every year to small businesses and start-ups, how is this still possible? The system is broken - and that's why we built Pocketed.?Pocketed helps companies get the capital they need to grow with our intelligent matching platform and funding solutions. Learn more at hellopocketed.io.?

We are a female-founded, female-led company with a strong team. Together, we're relentlessly in pursuit of a powerful purpose: eliminating financial barriers for businesses. We're looking for impact-focused people to build with us.?