5-7+ years of marketing experience, ideally in professional services or technology.
Proficiency in marketing automation (e.g., Pardot, Hubspot) and CRM tools (e.g., Salesforce).
Ability to create strategic, measurable marketing plans from complex business objectives.
Strong skills in partner management and cross-functional collaboration.
Exceptional communication skills, both verbal and written.
Robust program management skills with the ability to handle multiple projects.
Responsibilities
Shape and execute omni-channel marketing plans aligned with strategic goals.
Define KPIs and develop multi-channel strategies for customer engagement and demand generation.
Collaborate on thought leadership initiatives, recommending engaging content formats.
Analyze campaign performance data and provide actionable recommendations for optimization.
Engage with sales teams to identify needs and translate insights into campaign strategies.
Lead the development of messaging frameworks and positioning materials.
Stay updated on industry trends to inform marketing strategies.
Benefits
Comprehensive health and wellness programs.
Flexible work arrangements.
Professional development opportunities.
Collaborative and innovative work environment.
Travel opportunities for industry events.
Full Job Description
Placement Type:
Permanent
Salary:
$80,000-100,000 Salary
Start Date:
Dec 7, 2026
What You'll Do
Help shape and execute comprehensive omni-channel marketing plans that align with strategic goals and partner commitments, collaborating closely with senior marketing leadership.
Partner with content and campaign teams to define key performance indicators (KPIs) and develop multi-channel marketing strategies for category awareness, customer engagement, demand generation, and post-sale enablement.
Collaborate with content and PR teams on thought leadership initiatives, recommending compelling topics and formats such as webinars, panel sessions, whitepapers, research reports, social media content, blogs, and corporate presentations.
Analyze campaign performance data, providing insightful recommendations and implementing optimizations to enhance engagement, pipeline impact, and return on investment (ROI).
Develop a deep understanding of the professional tax technology category, serving as a valuable resource on assigned products and partners for internal teams.
Engage with sales and professional services teams to uncover firm needs, pain points, and opportunities, translating these insights into powerful campaign strategies and messaging.
Lead the development of messaging frameworks and positioning materials for assigned programs, working in close collaboration with technology partners.
Stay abreast of partner technology trends and industry developments through continuous research and engagement, proactively identifying implications for marketing strategy.
Serve as the primary marketing contact for assigned technology partner marketing teams, leading weekly calls and meticulously managing project status, action items, deliverables, and timelines.
Develop comprehensive campaign briefs and manage marketing timelines using project management tools to orchestrate the development and promotion of assets.
Collaborate actively with content and activation/demand generation teams to execute holistic marketing plans, providing feedback to achieve or exceed marketing goals and KPIs.
Engage with internal and external partners and agencies, including product, sales, revenue operations, social media, and PR teams, to ensure alignment on goals, messaging, and execution.
Review campaign assets rigorously to ensure quality and alignment with brand standards and target audience needs.
Track program marketing budgets and evaluate marketing investment effectiveness to inform future allocation decisions.
Manage comprehensive campaign performance reporting for internal stakeholders and partner updates.
Prepare detailed performance data and insights for Quarterly Business Reviews, supporting the presentation of results to partners and leadership.
Translate performance insights into actionable recommendations that inform future marketing planning, priorities, and optimization strategies.
Measure and analyze the impact of marketing activities on pipeline performance, revenue contribution, and sales cycle trends.
What You'll Bring
Bachelor's degree (B.A./B.S.) from a four-year college or university.
5-7+ years of related marketing experience, including hands-on management of integrated programs or campaigns, preferably within professional services, the accounting profession, or technology sectors.
Expertise and proficiency in marketing automation platforms (e.g., Pardot, Hubspot), CRM solutions (e.g., Salesforce), email marketing, social media, and SEO/SEM campaigns.
Proven ability to translate complex business objectives into strategic, measurable marketing plans.
Strong partner management and cross-functional collaboration skills, with a demonstrated ability to drive alignment across diverse teams.
Exceptional verbal, written, visual/presentation, and overall communication skills.
Robust program management skills and the capacity to effectively manage multiple complex programs simultaneously.
A creative and detail-oriented approach, coupled with the ability to meet deadlines in a fast-paced environment.
Strong attention to detail.
Proficiency in word processing, spreadsheet, and database software, as well as MS PowerPoint.
