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Marketing Specialist

CBIZ

Providence, RI

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JOB DETAILS
SKILLS
Accounting, Accounting Standards and Regulations, Analysis Skills, Campaigns, Certified Public Accountant (CPA), Communication Skills, Conferences, Consulting, Customer Relations, Customer Support/Service, Customer/Client Research, Design Services, Email Management/Administration, Email Marketing, Establish Priorities, Event Management, Financial Services, Interpersonal Skills, Logistics, Marketing, Marketing Automation Software, Marketing Campaign, Marketing Communications, Marketing Strategy, Matrix Management, Metrics, Microsoft Office, Offshoring, Online Marketing, Organizational Skills, Persuasion Skills, Plan Meetings, Professional Services, Project/Program Management, Proposal Development, Request for Proposals (RFP), Salesforce.com, Software Design, Tax Accounting, Team Lead/Manager, Team Player, Technical Delivery, Vertical/Industry Marketing, Webinar, Writing Skills
LOCATION
Providence, RI
POSTED
Today
Job Description

#LI-OD1 #LI-Hybrid

Responsibilities

The Marketing Specialist supports strategic marketing efforts across the New England Region, with a focus on high-impact initiatives such as event execution, industry group support, proposaldevelopment, and marketing campaigns. This role collaborates closely with regional directors, industry leads, and teams to ensure effective delivery of regional and industry marketing goals. This role focuses on proposal development, assisting with event logistics, internal marketing initiatives, industry support activities, marketing coordination, and maintaining internal team resources across the New England region.

Essential Functions and Primary Duties

Regional Industry & Service Team Marketing Support
  • Partner with Regional Marketing Director and Regional Marketing Managers to assist Providence, RI and Boston, MA office initiatives
  • Work closely with partners and practice leaders to identify marketing opportunities
  • Assist with internal meeting planning, materials, content tracking, and event coordination
  • Support regional and specialty industry groups by attending industry group meetings - assist with internal meeting planning, materials, content tracking, and event coordination
  • Support campaign and event planning specific to the assigned industry
Proposal Support
  • Support regional proposal requests, including review, interpretation, and response development for Request for Proposals (RFPs), helping oversee the process from kickoff through final submission
  • Draft, edit, and format persuasive, technical, and client-focused proposals, statements of qualifications, presentations, and related pursuit materials; help maintain the New England proposal library in coordination with national marketing leads and SMEs, ensuring templates, case studies, and firm credentials are accurate, current, and relevant for the region
  • Collaborate with the broader proposal team, offshore team, and business partners to develop polished final deliverables
  • Maintain team bios and industry experience as needed
Events/Sponsorships/Webinar Support
  • Assist with execution of conferences, tentpole events, and sponsorships
  • Bring forward new ideas based on local office needs and insights
  • Partner with regional leaders to ensure events align with growth goals
  • Assist with local event sponsorships and on-site needs (registrations, logistics, booth set-up, calendar invites, etc.)
  • Manage invite lists, RSVPs, and reporting regularly
  • Coordinate post-event feedback collection and metrics reporting
Campaigns, Content & Communications
  • Create marketing emails and digital campaigns through Pardot (training provided)
  • Assist with setting up emails, landing pages, and contact lists
  • Proactively communicate and expand current digital marketing campaigns to team
  • Pull engagement metrics for social, email or webinar campaigns
Preferred Qualifications
  • Bachelor's degree in Marketing, Communications, Business, or related field.
  • 2-3 years of marketing experience, preferably in a professional services firm (accounting, law, consulting).
  • Strong project management and organizational skills; ability to collaborate across a matrixed organization and work in a fast-paced environment.
  • Experience developing messaging and positioning within marketing communications
  • Ability to think creatively and visualize final marketing deliverables
  • Proficiency with Microsoft Office and Salesforce
  • Experience with marketing automation platforms such as Pardot or HubSpot preferred
  • Experience with project management platforms such as Asana or Workfront preferred
  • Design experience and familiarity with Canva or other design software a plus
  • Excellent communication skills -- written, verbal, and interpersonal.
  • Ability to adapt to change, manage competing priorities, and take initiative.
Qualifications

Minimum Qualifications
  • High School diploma or equivalent is required
  • Must maintain current required lecenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate berbally and in writing throughout all levelsof organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities


About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

About the Company

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CBIZ

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