Business Line Marketing Senior Specialist

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:<