Mindgrub

Analyst

• Build and maintain P&Ls for multiple entities (Mindgrub, Mindpub, venture-backed startups, real estate projects, etc.)
• Create pro formas, budgets, financial models, and scenario analyses
• Support fundraising efforts by assembling investor-ready financial packets
• Help early-stage startups fix or enhance their financial systems, reporting, and forecasting
• Attend portfolio company meetings to work through financial questions and operational modeling
• Assemble “data lockers” and diligence documentation for business sales (e.g., Mindpub)
• Assist with loan applications, lender packages, and financial documentation for development projects
• Generate dashboards, charts, margin analyses, and financial summaries as requested
• Collaborate with Mindgrub’s accounting team to produce deeper analyses (tax docs, county docs, margin reports, etc.)
• Keep financial data organized, structured, and presentation-ready across all portfolio businesses

Fractional Portfolio FO&A Analyst – Contract

Events

• Own the event strategy. Identify high-impact conferences, trade shows, and partner events across our top industries (Cybersecurity, Utilities, Education, Health, and more). Evaluate ROI potential and make recommendations on where we invest our time and budget.
• Lead event execution. Plan, manage, and execute every phase, from concept and logistics to vendor coordination, onsite delivery, and post-event analysis.
• Conceptualize proprietary experiences. Work with Marketing and Leadership to shape and execute Mindgrub-branded events that reinforce our position as a digital innovation leader.
• Identify and secure speaking opportunities. Build visibility for our subject matter experts by aligning panels, presentations, and thought leadership with our business priorities.
• Measure performance. Track leads, meetings booked, and opportunities generated from each event through to revenue. Deliver clear ROI reporting and insights to improve future activations.
• Manage the events budget. Forecast, track, and optimize spend to maximize impact and efficiency.
• Collaborate cross-functionally. Partner with Sales and Business Development to align pre- and post-event outreach, nurture campaigns, and follow-up workflows.

Director of Events – Activations

Executive Assistant

• Manage the CEO’s inbox by reviewing, prioritizing, and responding to emails to ensure timely communication and alignment with organizational priorities.
• Efficiently manage professional and personal complex scheduling for CEO, including agendas, appointments, correspondence, travel arrangements, client management, and other company logistics across Marks, Inc.
• Manages the CEO's daily agenda, strategically prioritizing tasks based on urgency, and efficiently delegates responsibilities to appropriate team members as necessary.
• Serve as a liaison between Marks, Inc. and external stakeholders, including board members, investors, partners, clients, employees, vendors, executives, and regulatory agencies, as directed by the CEO.
• Provide administrative assistance, such as reviewing emails, drafting memos, preparing communications on the executive’s behalf, and assisting in the creation of sales enablement materials such as presentations, sales collateral, and product documentation to support the sales team's efforts across Marks, Inc. and affiliated companies or ventures.
• Assist in managing projects and initiatives across Marks, Inc. and other ventures, ensuring alignment with overarching goals and objectives.
• Coordinate with team members across different companies or ventures to streamline processes, share resources, and maximize efficiency.
• Managing information flow in a timely and accurate manner.
• Assist with special projects, events, or initiatives as needed.
• Drive the CEO to meetings and events as needed, and coordinate their travel and lodging
• Performs additional duties as assigned
• Maintain confidentiality and discretion when handling sensitive information related to Marks, Inc., the CEO, and affiliated companies or ventures.
• Adapt quickly to changing priorities and requirements, demonstrating flexibility and resourcefulness in addressing new challenges and opportunities across Marks, Inc. and the CEO's diverse portfolio.

Account Executive

• Maintain and expand Mindgrub’s relationships with existing clients to increase Mindgrub’s revenue and profit for marketing and design services
• Identify, qualify, and procure new clients to diversify and increase revenue and profitability, seeking to create retained clients requiring Mindgrub’s marketing, design and advertising services
• Understand and comply with client-specific pricing requirements while meeting and exceeding Mindgrub’s profitability targets
• Use Mindgrub’s CRM for all leads, prospects, and current/past clients contacts to ensure client exposure to internal marketing campaigns/event activities
• Lead pitches and proposals, working with prospects through the sales process and supporting Mindgrub’s team by drafting response content, clearly communicating client opportunity, and collaborating with the team to develop strategies that will move Mindgrub client businesses forward
• Educate clients on the breadth of Mindgrub’s marketing offerings, including creative, digital marketing, branding, SEO/SEM, campaign strategy, design, & execution, content strategy and copywriting, website design and development, and more
• Support kick-off meeting and engagement support between sales, production departments, and client
• Collaborate with team members to ensure client and project health throughout the course of the engagement

Engagement Director – Sales Executive

• Building and maintaining strong relationships with our existing energy and utility clients.
• Serve as the primary point of contact for key stakeholders on your accounts, establishing and maintaining strong relationships with those stakeholders
• Understand clients' business as well as technical needs, goals, and objectives to effectively position our products/services and drive customer success
• Regularly communicate with clients to provide updates, address concerns, and ensure their satisfaction with our products/services
• Monitor account performance metrics, analyze data, and generate reports to track progress and identify areas for improvement
• Perform Quarterly Business Reviews with your accounts to drive alignment and overall success for both parties including creating strategic plans
• Identify and drive opportunities for account growth within the existing client base and develop strategies to capitalize on these opportunities
• Collaborate with cross-functional teams, including sales, marketing, and product development, to align efforts and support account expansion initiatives
• Conduct in-depth account reviews to uncover additional needs or areas where our products/services can provide value to clients
• Present and promote new products, upgrades, or solutions to clients, emphasizing the benefits and potential impact on their business
• Cultivate strong relationships with key stakeholders, serving as the primary point of contact for strategic accounts and ensuring their needs are met by proactively engage with clients by fostering strong relationships, acting as a trusted advisor, resource and partner
• Attend and drive key client meetings, workshops, industry events, and networking sessions to stay updated on market trends and maintain a deep understanding of clients' businesses
• Anticipate and resolve risk, issues or challenges that may arise, ensuring high client satisfaction and retention rates
• Actively seek feedback from clients to identify areas for improvement and relay valuable insights to internal teams
• Collaborate with the sales team to provide input and support in the development of account strategies, sales and expansion plans
• Drive contract renewals, negotiations, and upselling opportunities, ensuring a smooth and successful process and provide support to your team as the drive to expansion in their accounts
• Provide accurate and timely sales forecasts, account updates, and activity reports to management as well as assisting your team as they build theirs

Account Director

Marketing

• Build and scale our customer advocacy program (case studies, testimonials, reviews).
• Identify and nurture client champions to support sales cycles and industry visibility.
• Develop campaigns that support upsell and cross-sell opportunities within existing accounts.
• Partner with Client Services and Sales Directors to accelerate renewal and expansion deals.
• Create engagement initiatives (events, newsletters, learning sessions) that strengthen client relationships.
• Drive participation in webinars, workshops, roundtables, and speaking opportunities.
• Collect and analyze customer feedback (CSAT, NPS, surveys) and translate it into insights for Marketing, Sales, and CS.
• Support vertical pods by providing customer stories, proof points, and targeted campaigns tailored to industries.
• Build and manage a customer advocacy program to encourage referrals, online reviews, and participation in speaking engagements.
• Track and analyze key customer marketing metrics to measure program effectiveness and identify areas for improvement.
• Conduct market research to understand customer needs, preferences, and pain points.
• Work across go-to-market pods (Business Development, Sales, Client Services) to engage existing clients and uncover new opportunities that influence revenue.
• Showcase client value and turn customers into advocates.

Fractional Portfolio FO&A Analyst – Contract

Director of Events – Activations

Executive Assistant

Engagement Director – Sales Executive

Account Director

Customer Marketing Manager