• Team leadership & development (The Coach): Training new inquiry/lead intake managers. • Ongoing training and coaching of the existing team through call reviews. • Conducting job interviews to expand our remote team. • Operational lead qualification (The Practice): You actively support the team, call self-generated leads and demonstrate perfect objection handling. • Performance monitoring & processes (The Structure): Monitoring metrics and results. • Ensure seamless documentation of call outcomes in the CRM. • Direct reporting and handover of KPIs to the department head.

ATAK Interactive is looking for a Marketing Strategist who can build and lead full-funnel growth strategies for B2B clients, and who understands that modern marketing strategy now requires fluency in how AI is reshaping how buyers discover, evaluate, and choose brands. This is a mid-senior strategy role, not a channel specialist role. You'll own client marketing strategy from positioning and funnel architecture to campaign integration and performance measurement. SEO and AI Engine Optimization (AEO) are important parts of your toolkit — but so is your ability to connect paid media, content, brand, and demand generation into a strategy that drives qualified pipeline and measurable business outcomes. If you're a marketer who thinks in funnels, not just rankings, and who's excited about the intersection of AI-driven discovery and real lead generation — this role was built for you. Key Responsibilities Lead Client Marketing Strategy - Own integrated marketing strategy across key client accounts — from initial diagnosis through roadmap development and ongoing optimization. - Build go-to-market and lead generation strategies that align messaging, targeting, channel mix, and buyer journey into one coherent plan. - Serve as the strategic lead in client relationships — translating data into executive-ready insights and long-term growth recommendations. - Lead workshops and strategy sessions that connect marketing performance to business outcomes, not just traffic metrics. Build Modern Demand Generation Frameworks - Develop cross-channel demand generation strategies that blend organic visibility, paid acquisition, and content — mapped to each stage of the buyer journey. - Partner with ATAK's Paid Media team to ensure search, social, and retargeting campaigns work as a unified system, not siloed tactics. - Guide testing, conversion optimization, and measurement strategies that connect creative, landing experience, and channel performance into one growth narrative. - Ensure lead gen funnels are optimized from awareness to conversion across Google, Meta, LinkedIn, and emerging AI platforms. Drive Visibility in Search & AI Ecosystems - Develop strategies that increase client presence across both traditional search and AI-driven discovery platforms (Google SGE, ChatGPT, Gemini, Perplexity, Copilot). - Integrate SEO best practices — including semantic structure, entity optimization, and structured data — into broader content and visibility strategies. - Build reporting frameworks that track both traditional KPIs (MQLs, CAC, ROAS) and emerging metrics (AI inclusion rate, share of generative voice, entity authority). - Stay ahead of where search and AI discovery are heading, and translate that into practical, client-ready strategy. Collaboration - Work closely with ATAK's SEO, Paid Media, and Content teams to build unified client roadmaps. - Work with other specialists and help elevate the team's strategic thinking — not just execution. - Evaluate and integrate emerging tools, automation workflows, and data layers that improve client performance.

• Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis • Ensure data integrity and be proactive in ensuring data is up to date • Help with email and event creation in AMP • Coordinate and support requests from Advisors through the Content and Creative teams • Become a subject matter expert in AMP with a deep knowledge of advisor content • Customize Advisor Templates in Canva • Use Canva to create and customize unique advisor templates based on team requests • Load content and craft templates in AMP • Ensure that content is supplied to advisors in a timely and detail-oriented manner • Maintain content categories to ensure ease of use for advisors • Provide ad hoc support for team data and segmentation needs • Help provide valuable analysis to RMS and advisory teams • Learn to perform data segmentation and analysis to drive growth • Create Salesforce campaigns aligned to events for tracking of ROI • Serve as a critical part of the team for event planning and campaign creation • Report back on event metrics and success • Learn to be data-driven when planning events and how to report on metrics of success • Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products • Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)

• Develop and refine a process to identify prospective school partners • Own and execute the email marketing strategy • Write and optimize email content • Track and report on key campaign metrics • Run targeted ad campaigns • Support employer branding efforts • Manage the B2C marketing budget • Report on B2C campaign performance • Collaborate with the Education team