Job Bank

Marketing Automation Specialist

By Heather Scott posted 01-03-2020 07:26

Job Title: Marketing Automation Specialist
Organization: BPM LLP
Location: San Francisco Bay Area, CA 

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

We are looking for a detail-oriented, critical thinker who loves solving problems, and is comfortable with technology and enjoys constant innovation. Enthusiastic, entrepreneurially-minded, and with a passion for learning, the Marketing Automation Specialist is not afraid to tackle complex challenges in a fast-paced environment. Key responsibilities include formulating and executing strategies and tactics for email outreach, lead nurture programs, campaign management, lead lifecycle integration with CRM, and reporting on lead flow/progress.

Our main offices in the Bay Area are: San Jose, Walnut Creek, Menlo Park, Santa Rosa, and San Francisco.

We Have:
Consistent recognition as one of the Bay Area’s “Best Places to Work”
Recognition as “Top 5 Accounting Firm in the Bay Area”
Summer Hours – Leave early on Friday afternoons from June to August!
BPMU – A corporate university that’s dedicated to your career growth and development
Flexibility in your day-to-day work schedule
Rich diversity in the clients, industries, and overall work

You Will:
Support initiatives involving marketing automation
Set up, test, deploy, monitor, track, and report on marketing automation programs and campaigns; including emails (nurture, trigger, drip, ad hoc), lead scoring, webinars, events, advertising, and website activities
Assist with the creation of emails and landing pages
Collaborate with creative services team to build engaging email content
Develop segmented lists based on demographic criteria and behaviors like email engagement and website interactions, as needed
Measure and help analyze campaign results to identify insights and suggestions for improvement based on data (i.e. open rates, clickthrough rates, conversions)
Help develop documentation for templates, processes, A/B testing, and successful results
Audit all campaigns for accuracy, consistency, brand standards, and best practices
Conduct quality assurance reviews of creative assets and external facing collateral
Build forms and landing pages to capture data across multiple systems
Use lead scores and lead activity to evaluate and refine campaigns
Create a database cleansing process for exclusion lists and remove cold leads from the system
Update or remove bounced emails to keep a clean email list
Align processes to observe best practice in regards to email compliance
Help prepare monthly analytics reports for review by leadership
Manage customer inquiries by answering Marketing-related questions and triaging inquiries for other departments

You Have:
B.S. or B.A. in Marketing, Communications, or Business or equivalent combination of education and experience.
2+ years of progressive marketing experience
Minimum of one years’ experience working with automated marketing solutions, ClickDimensions strongly preferred (or, Marketo and Hubspot)
Strong project management skills including the ability to manage multiple, competing priorities
Excellent listening, written communication, and oral presentation skills, with the ability to engage, inspire, build credibility, and engender trust across all levels of an organization
ROI focused; strong measurement and analytics skills
Understanding of the requirements and expectations of internal and external customers, and a desire to provide outstanding customer service consistently
Professional services experience preferred
Experience using Microsoft Dynamics CRM and ClickDimensions preferred
Excellent problem-solving skills with the ability to insightfully and proactively identify critical path issues and move forward decisively
A team player mindset and customer service oriented
Proficiency with Adobe Creative Suite is a plus
Proficiency with MS Office Solutions including Word, Excel, PowerPoint, and Internet skills required

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third party resume submissions will be considered property of BPM and will not be acknowledged or returned.

To apply, contact Philip Phoumsavath at