Responsibilities

• Leads the demand generation strategy for CPA.com’s portfolio of technology products and services, providing consultation and strategic improvements to Marketing Managers to support their respective partner programs and developing a playbook to create efficiencies as well as standardize strategies, processes, KPIs, and benchmarks
• Owns digital marketing strategy and execution for CPA.com solutions and key partnerships
• Supports lead forecasting, partnering with Partner Marketing and RevOps to inform lead volume, conversion rates, and pipeline impact, using performance data to inform campaign planning, and growth targets.
• Manages CPA.com’s marketing tech stack (Monday.com, Pardot and On24), email performance and metrics dashboard, identifying ways to create efficiencies with campaigns, lists, segmentation and data as well as improve performance.
• Oversees the paid media strategy and execution for CPA.com and partner solutions, including AdRoll retargeting, Google search (PPM, PPC, display), and paid campaigns
• Develops and templatizes multi-channel marketing programs such as awareness, nurture and ad campaigns using content, automation, ideal customer profile (ICP) and list strategies.
• Reaches, connects, engages, and converts customers by delivering unique, relevant content, via a mix of multiple online and offline marketing channels such as SEM, email, social, webinars (On24), and events.
• Manages vetting, upskilling and adoption of new tools to the marketing tech stack, disseminating findings to the broader marketing team
• Develops strategies for best practices to support an optimal UX/UT/customer journey and conversion rate optimization across key channels including our On24 platform and CPA.com website, providing consultation to Marketing Managers to achieve optimization and efficiencies.

Requirements

• Bachelor's degree with relevant major
• 7+ years of marketing experience, preferably in professional services, accounting profession or technology.
• Proven experience developing and implementing integrated marketing plans and campaigns that have met or exceeded revenue and marketing funnel goals.
• Excellent verbal, written, visual/presentation and communication skills.
• Ability to work under tight deadlines, navigate competing priorities, and effectively delegate to respond to emergent challenges or opportunities.
• Ability to own key initiatives, working independently and with limited oversight to accomplish agreed upon objectives and to evaluate results.
• Expertise in lead activities including forecasting, tracking and pipeline metrics
• Expertise and proficiency in marketing automation platforms (Pardot, Marketo, HubSpot or equivalent), CRM solutions (Salesforce), email marketing, social media, retargeting and SEO/SEM campaigns.
• Expertise in the use of AI tools such as ChatGPT, Microsoft Co-Pilot, Google Gemini and other equivalent generative AI platforms. Experience with creating AI agents a plus.
• Experience working cross-functionally with key stakeholders to deliver on firm-wide initiatives
• Strong project management skills with an attention to detail.

Preferred

• Experience with creating AI agents a plus.
• Knowledge of public accounting services and the typical CPA/client relationship.