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ROLES AND RESPONSIBILITIES - MARKETING MANAGER
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ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT
RESOURCE/
SUPPORTAchieve revenue,collections and
activity goals
Meet or exceedassigned revenue
and collectiongoals
Daily/Weekly Facilitatevolume growth
of thefranchise
Increase totalvolume
Increase marketshare
ManagementDashboard
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
Manage mastercontact list
On-going To ensure allpotential COIs
are identified
All contactsrouted and sales
territories defined.
ManagERContact List
Contact summaryreport by salesterritory
ManagER
e-Learnings
Meet or exceedassigned activitygoals.
Daily/Weekly Ensure propersellingactivities
arebeingcompleted
Execute contacts,closingappointments,contact list andevent
objectives
ManagementDashboard
SMSP Self-Study Program
SalesHandbook andReview
Questions
ManagER
e-Learnings
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ROLES AND RESPONSIBILITIES - MARKETING MANAGER
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ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT
RESOURCE/
SUPPORTSupervisemarketingadministrative
tasks
On-going Ensure allcustomer datais updated and
alladministrativesupport tasksare completed
ManagER
customer contactdata is current
Marketing tasksare completed ina timely andaccurate manner
Recurring TaskList Report
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
Evaluate Sales andMarketing staffperformance
On-going Provideperformancefeedback
Improveperformanceresults
Skills Assessment
Annual
PerformanceReview
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
GoalDocumentationWorksheet
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ROLES AND RESPONSIBILITIES - MARKETING MANAGER
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ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT
RESOURCE/
SUPPORTManage theMarketing Plan
Complete annualmarketing needsassessment
Annual Identify annualmarketingobjectives
Structuredimprovement planto execute
Improvement List SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
GoalDocumentationWorksheet
Identify revenue,collection andactivity goals
Annual Identify annualobjectives
Established goalsfor revenuecollections andactivities
Revenuecollection andactivity goals input
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
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ROLES AND RESPONSIBILITIES - MARKETING MANAGER
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ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT
RESOURCE/
SUPPORTDevelop initiativesand budget
Annual Properresourceallocation
Annual initiativelist and budget
Plan documentedInitiative goal andkey measurement
report
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
Assign activities tostaff
Annual Execute theinitiatives
Completedinitiative withinbudget
Quarterly goalcompletion
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
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ROLE RESPONSIBILITY RECURRENCE REASON RESULT KEYMEASUREMENT
RESOURCE/
SUPPORTParticipate inResolution ofEscalating
CustomerConcerns
Monitor customerfeedback andresolve customer
complaints
On-going Ensurecustomers aresatisfied
Increasecustomersatisfaction
Increase referrals
Letters ofresolution
SMSP Self-Study Program
SalesHandbook andReviewQuestions
ManagER
e-Learnings
