Marketing Operations Coordinator

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

About the Role

The Marketing Operations Coordinator is a vital support role on the marketing team, providing the backbone for all data, technology, and financial workflows. This individual works closely with the Director of Brand & Communications and the rest of the marketing team to ensure our processes are efficient and our data is accurate.

This position is ideal for a proactive and organized professional with a keen eye for detail and a passion for technology and data.

Responsibilities

• Marketing Technology & Systems: Assist in managing the firm's marketing technology stack, including the CRM, marketing automation platforms, and project management tools. Staying up to date on new product features and maximize our utilization of current technology stack.
• Reporting & Data Analysis: Support the team by pulling and compiling data from various systems to create reports on campaign performance, website traffic, and other key marketing metrics.
• Process and Project Management: Help maintain and optimize the marketing team's internal workflows and processes to improve efficiency and ensure project delivery on time.
• Training & Onboarding: Create training materials and conduct user training sessions to help the team effectively use marketing technology.
• Vendor Management: Manage marketing contractors as needed, ensuring projects are completed on time and within budget. Build and maintain relationships with vendors, like HubSpot.
• Website Management: Oversee and manage the firm's website (back-end), including performance monitoring, and ensuring a positive user experience.

Qualifications

• Experience: At least 2 years of professional experience in marketing, a related field, or an administrative position that required strong organizational skills.
• Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).
• At least one year of experience as a HubSpot administrator, or a similar role.
• At least one year of experience using HubSpot Marketing Hub.
• Experience with Asana is a plus.
• Education: A Bachelor’s degree in Marketing, Business, or a related field.
• Problem-Solving Skills: A strong ability to identify inefficiencies and suggest improvements to processes and workflows.
• Other Skills: Exceptional written and verbal communication skills, strong analytical abilities, and a deep understanding of digital marketing tools and platforms.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.