Marketing Specialist

Essential Functions And Primary Duties

• 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.
• Absorb responsibility for 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.
• Sustain campaign and event planning specific to the assigned industry.
• 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.
• 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.
• Absorb responsibility for 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.

Events/Sponsorships/Webinar Support

• Absorb responsibility for events, sponsorships, and webinars.
• Bring forward new ideas based on local office needs and insights.
• Partner with regional leaders to ensure events align with growth goals.
• Absorb responsibility for 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).
• Absorb responsibility for 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.

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.