Job Summary:
We are seeking a senior marketing specialist with a passion for helping execute go-to-market campaigns and programs as well as content development and activation for the Tax practice. The Business Line Marketing Senior Specialist role will work directly with tax marketing leaders and serve as an integral team member in helping drive marketing results. A key area of focus will be on driving processes related to the production and digital activation of tax technical content and publications produced by our National Tax Office (NTO), working closely with the NTO Tax Editorial team. The role will also be responsible for maintaining the portfolio of tax sales support collateral and providing support as needed for virtual and live tax events. Tracking and reporting of tax marketing KPIs and results will round out the primary responsibilities.
The individual in this role must have a passion for digital marketing, content development and execution, marketing KPIs and marketing collateral development. We are looking for a self-starter with excellent executive communication skills and attention to detail who will collaborate closely with various teams to support and drive processes around the activation of tax content and execution of successful tax campaigns.
Job Duties:
General
- Collaborates with other marketing teams to manage identified marketing programs and projects and creates specific deliverables to support the practice, including but not limited to market research, marketing reporting, external events, webcasts, content development, digital and web support, and social media
- Supports business line marketing leaders who act as a strategic partner to business line and business development leaders; supports development of integrated marketing plans and strategies that will deliver on business goals and objectives
Events
- Provides support and follow up in the execution of business line related events, sponsorships and speaking engagements including, but not limited to webcasts, conferences, seminars, trade shows, regional events and roundtables
- Works with the Events team to ensure all deadlines are met, and that the team takes advantage of all sponsorship opportunities
- Plans and manages event budgets
- Collaborates with Training and Development in planning CPE-qualified events for clients and prospects according to the National Association of State Boards of Accountancy (NASBA) specific process and guidelines
- Manages follow-up plan to maximize ROI from events, developing and managing lists, etc.
Content and materials development
- Supports development of marketing content and materials across all media by ensuring they reflect targeted, on brand messaging
- Manages review process with marketing and client service professionals as well as appropriate compliance reviews
Campaign development and management
- Works with business line marketing leaders to execute marketing campaigns and programs that align with business objectives
- Collaborates with the digital, automation, email, web, and social teams to execute digital campaigns and content
- Contributes and shares best practices across and firm
CRM Management
- Works with CRM and Digital Marketing to develop and refine targeted lists for specific vehicles and relevant audiences
- Assists with targeted business line data management including clean up and marketing list refinement
Sponsorships and Networking
- Manages the requirements of select sponsorships as outlined by the organization and sponsorship level benefits to include working with designated marketing teams to create and manage sponsorship deliverables and internal sponsorship processing needs
Knowledge Management and Research
- Ensures internal portals have the most complete and relevant content
- Supports internal knowledge programs on business line services
May travel as needed
Other duties as needed
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor’s degree AND three (3) or more years of marketing experience in professional services, required; OR High School Diploma/GED AND six (6) or more years of marketing experience in professional service, required
Experience:
- Prior experience working in accounting, financial consulting, business advisory and/or professional services, preferred
License/Certifications:
Software:
- Proficient in the use of Microsoft Office Suite, specifically Excel, Word and PowerPoint, required.
- Experience with Airtable and Power BI, preferred
Language:
Other Knowledge, Skills & Abilities:
- Superior verbal and written communication skills
- Excellent organizational and project management skills
- Strong interpersonal skills
- Ability to interact effectively with people at all organizational levels of the Firm
- Ability to work in a demanding, deadline-driven environment with a customer service focus
- Able to successfully manage multiple projects while working independently or within a team environment
- Detail oriented and ability to effectively proofread all written materials including pitches, presentations, etc.
Basic knowledge of the development, management and execution of sales processes including lead generation, pipeline management, account planning, sales strategy and development
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Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $71,000 - $95,000
Colorado Range: $71,000 - $95,000
NYC/ Long Island/Westchester Range: $71,000 - $95,000
Washington Range: $71,000 - $95,000
Washington DC Range: $71,000 - $95,000
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
- Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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