Marketing Manager

About the role

The Marketing Manager supports the execution of regional and national marketing initiatives while developing strategic go-to-market plans to support tax & accounting and industry-specific initiatives. This role serves as a partner to our industries groups in New England on day-to-day projects, campaigns, and events. This role drives campaign planning discussions and oversees the project management and implementation of initiatives across industry and service lines.

Responsibilities

• Partner with regional practice leaders to build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.
• Prioritize initiatives with local and industry leadership during annual planning and budgeting.
• Lead office team meetings with practitioners, putting their ideas into action with consistent follow-up.
• Host industry group meetings – assist with internal meeting planning, materials, content tracking, and event coordination.
• Support campaign and event activation to support industry and region growth goals.
• Manage multiple projects simultaneously with strong organizational and time management skills; know when to delegate to meet deadlines.
• Provide consistent updates to regional marketing leadership and practitioners on project status and deliverables.
• Host regular check-ins with practitioners to ensure they are meeting their marketing objectives; proactively send relevant content and opportunities.
• Approach all interactions with professionalism, patience, and approachability; build trusted internal client relationships.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Develop campaign plans for the regional industry group that align to national and regional revenue goals.
• Execute digital account-based marketing campaigns; enabling more targeted communication, brand awareness, lead generation and conversion.
• Develop and distribute marketing content including publications, flysheets, and client alerts.
• Aid in proposal development, as needed.
• Manage internal communications and ensure brand consistency across channels.
• Follow professional standards of communication and be willing to have hard but productive conversations.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Develop campaign plans for the regional industry group that align to national and regional revenue goals.
• Execute digital account-based marketing campaigns; enabling more targeted communication, brand awareness, lead generation and conversion.
• Develop and distribute marketing content including publications, flysheets, and client alerts.
• Events/Sponsorships/Webinar Support
• Lead the execution of conferences, tentpole events, and sponsorships. Partner with regional leaders to ensure events align with growth goals.
• Develop and manage event supplies & inventory (signage, pull up banners, nametags, etc.).
• Assist with local event sponsorships and onsite needs (registrations, logistics, booth set-up, calendar invites, etc.).
• Manage invite lists, RSVPs, and reporting regularly.
• Capture and report post-event feedback.
• Evaluate ROI of events and recommend participation or budget reallocation.
• Identify high-value sponsorships and speaking opportunities that elevate CBIZ’s reputation in target industries.
• Data, Reporting & Continuous Improvement
• Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans.
• Identify potential blockers, delays, and issues early, and propose solutions.
• Recommend process improvements and efficiencies to reduce workload and streamline execution.
• Keep record of positive changes and measurable impact made through marketing initiatives.
• Dedicate time to learning about different CBIZ service lines.
• Be familiar with Asana, Salesforce, Canva, Pardot, Smartsheet, and other CBIZ marketing platforms; proactively seek additional training as needed.
• Stay on top of industry and client news to proactively bring ideas and opportunities to practitioners.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, or related field.
• 7+ years of marketing experience, preferably in professional services (accounting, law, consulting).
• Proven ability to manage and execute integrated marketing campaigns.
• Strong project management and organizational skills; ability to manage multiple priorities in a fast-paced environment.
• Excellent communication, organizational, and project management skills.
• Ability to analyze data, draw insights, and translate them into actionable strategies.
• Experience collaborating across functions and managing stakeholder relationships.
• A proactive, solution-oriented mindset and a passion for growth and innovation.
• Proficiency with CRM, marketing automation, and project management tools.
• Ability to adapt to change, manage competing priorities, and take initiative.
• 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.

Preferred Qualifications

• High School Diploma (or GED).
• Must have and preserve required licenses.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally.
• Ability to travel as required by business.