Marketer With Business Development Mindset
We are excited for the future and our continued growth. We are seeking a marketer with a business development mindset and experience in professional services who can successfully execute against a variety of enterprise-wide, growth-oriented initiatives. These initiatives support the firm's achievement of strategic goals related to revenue and market share growth, client experience/client satisfaction and cross-sell/up-sell campaigns.
This position is part of a 10+ person marketing team and reports to the Chief Marketing Officer. The successful individual will be a strategic contributor to a variety of relationship marketing, sales-enablement support and brand-building activities.
Core Responsibility Areas
- Relationship Marketing
- Oversee the firm's annual NPS client satisfaction survey outreach
- Execute the program with Vertical Market Leaders and Client Partners
- Analyze and report results
- Identify and implement survey enhancements
- Work with Content team to appropriately leverage testimonial content for marketing purposes
- Provide support for existing and new firmwide programs that enhance client relationships and position us as a premium service provider
- Key Account Management
- Account Based Marketing (ABM)
- Client retention initiatives
- Coordinate marketing activities related to new office openings
- Serve as the lead marketing contact for firmwide memberships/alliances, e.g., TIAG/TAG
- Sales-Enablement
- Manage and execute the firm's internal Spot the Opportunity program to facilitate better understanding of services and applicability to clients/prospects
- Implement onboarding programming for new lateral Partner and Managing Directors, both individual hires and through M&A activity
- ID relevant contacts and add to Salesforce
- Subscribe new contacts to firm thought leadership
- Ensure connection with Vertical Market Leaders on new relationship opportunities
- Serve as leverage for new lead gen initiatives
- Provide support for additional marketing department and broader growth team initiatives as assigned.
- Implementation and execution of a firmwide Employee Advocacy (social media) platform
- Alumni-related marketing initiatives
- Reporting to Partner Executive Team on marketing activities/initiatives and ROI impact
- Improvement in the quality of Salesforce data and client segmentation information
- New initiatives related to standardization of client onboarding activities
Requirements
- Bachelor's degree in Marketing, Business or Communications; or equivalent practical experience
- 3+ years of experience in a professional services/partnership setting, e.g., accounting firm, law firm, consulting, etc.
- Proficient in Microsoft Office Suite
- Experience with CRM, Salesforce preferred
- Experience with marketing automation preferred
- Strong project management skills and the ability to manage multiple, and sometimes time-sensitive, projects simultaneously
- Strong interpersonal and communication skills—both verbal and written
- Excellent attention to detail
- Strong client service skills, able to anticipate needs and exercise independent judgment
- Results-oriented, with a passion for driving growth and innovation
- A collaborative approach, with the ability to work across multiple departments and influence stakeholders at all levels
Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by:
- Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
- Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us!
- Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
- Experienced Hire Opportunities
- Check out some of our leaders you'd be partnering closely with:
- Lesley Cawley, Chief Marketing Officer, Cohen & Co Advisory, LCC
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team.