Own and optimize the full client-portfolio operation, leading campaigns, direct mail coordination, social and website updates, client communications, data hygiene, onboarding, pre-release reviews, and performance reporting; build automations to reduce manual work and surface risks.

Manage multi-account email campaigns and lists
Coordinate direct mail proofing and delivery with mail houses
Develop automation and documentation to reduce manual work

Job Description

Responsibilities

This role owns that entire operation.
Most of your week lives in campaigns. You're configuring and launching monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements.
At the same time, you're coordinating with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery.
Social scheduling and website updates run in parallel. Nothing waits for you to finish something else first.
You're also the primary point of contact for every client in your portfolio. Questions, problems, change requests: they come to you.
You maintain contact lists, keep data clean, manage stamp inventory for direct mail, and make sure nothing falls through.
When new advisors come on board, you set them up from signed contract to first send.
When campaigns are ready to go, you're the last set of eyes before the client sees them.
You also generate quarterly performance reports for clients: open rates, click rates, unsubscribes.
You flag accounts that look at risk before they become problems.

Requirements

Hands-on experience with an email platform (Mailchimp, Constant Contact, ActiveCampaign, or similar). That means you've actually built campaigns, managed lists, and worked through deliverability issues yourself.
Experience with social media scheduling tools (Hootsuite, Later, PromoRepublic, or similar).
Strong attention to detail. A wrong subject line or missed compliance step has real consequences here.
Ability to hold a high volume of recurring tasks across a large client portfolio without dropping any of them.
Basic analytics literacy: you can read open rates, click-through rates, and engagement numbers and have an informed conversation with a client about what they mean.
Comfortable picking up new SaaS platforms without needing someone to walk you through every step.
Clear writer, with clients and internally.

Preferred

Familiarity with financial services compliance.
Experience with direct mail production workflows.

Benefits

Full health, dental, and vision benefits
401(k) with employer match
Paid time off
A small, fast-moving team where your work is visible and your contribution actually matters

Bill Good Marketing

Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base. If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals. And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice. Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed. We'd love to see you do it too.The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel. The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.

Founded in 1977

South Jordan, Utah, USA

36 employees (14 in marketing)

www.billgoodmarketing.com

Traffic Signals

Monthly Visitors

6.6K

Monthly Google Ads Budget

$613

Traffic Source Mix

24.7%

Direct

61%

Referral

5.9%

Social

7.2%

Paid

1.2%

Headcount Trend

Current headcount: ~36

Marketing Team

Marketing Team Size

13 (36% of company)

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Job Summary

Job Description

Responsibilities

Requirements

Preferred

Benefits

Bill Good Marketing

Traffic Signals

Headcount Trend

Marketing Team

Recent News

All marketing roles in the US

All marketing roles in the US

Marketing Operations Specialist

Business Development Specialist

Marketing Assistant

Client Onboarding & Support Specialist

Marketing Operations Specialist

Top 1% of applicants do these two things.

Job Summary

Job Description

Responsibilities

Requirements

Preferred

Benefits

Bill Good Marketing

Traffic Signals

Headcount Trend

Marketing Team

Recent News