Marketing Manager

#LI-OD1 #LI-Hybrid

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. The Marketing Manager must also demonstrate flexibility in balancing competing priorities, adapting to business changes, and taking on additional assignments as needed to support industry and regional growth opportunities.

Essential Functions and Primary Duties

Regional Industry & Service Team Marketing Support

• Partner with regional practice leaders to build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.

• Support annual planning and budgeting; prioritize initiatives with local and industry leadership.
• 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. 

Project & Relationship Management

• 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.
• Assist with proposals, 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.

Campaigns, Content & Communications

• 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 
• Coordinate post-event feedback collection and metrics reporting 
• Ensure all event attendees and activities are entered into Salesforce and flagged for relevant nurture campaigns and follow-up coordination  
• 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.
• Pursue professional development opportunities 

Professional Development & Tools                                    

Marketing Managers are expected to dedicate time to professional growth and demonstrate measurable progress in their skills.

• 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.
• Pursue professional development opportunities 

Preferred 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

Minimum 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

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.