Marketing Operations Manager - Wiss

About Wiss:

Wiss is an accounting, advisory, and wealth firm who helps businesses navigate complex challenges and achieve success. With a relationship-driven approach, we partner with mid-sized privately owned companies across industries such as real estate, manufacturing, food & beverage, construction, and engineering. We also serve ultra-high-net-worth individuals seeking specialized advisory services. Join our dynamic team and make an impact on our clients' success stories.

Job Description:

We are seeking a tech-savvy Marketing Operations Manager to support our sales team, engage with prospects, and manage the leads process through our MarTech stack. This role will be responsible for bridging the gap between our services, establishing best practices, and streamlining processes to enhance efficiency across the marketing and sales funnel. Additionally, the Marketing Operations Manager will provide valuable insights into pricing and market trends, manage the CRM system, and deliver key performance updates to leadership.

Key Responsibilities:

Marketing Operations:

• Work closely with internal stakeholders and vendors to assist with the implementation and adoption of the firm’s new CRM, marketing automation (HubSpot), data intelligence, and ERP platforms.
• Assist with establishing the firm’s marketing automation platform, encompassing the development of automations, lead evaluation, guaranteeing form submission integration, creating pipeline analytics and reports, among other tasks.
• Ad hoc projects as assigned.

Client Data Management:

• Maintain accurate and up-to-date client data within CRM system (HubSpot) and eliminate other redundant data repositories.
• Ensure timely and efficient entry of leads and prospects, tracking their progress through the sales funnel.
• Build client profiles to ensure historical data is saved.

Prospect Engagement:

• Serve as a point of contact for prospects, providing them with information on our services, answering questions, and identifying opportunities to offer services and solutions.

Lead Pipeline Management:

• Oversee and manage the lead pipeline, ensuring timely follow-up, accurate entry into our system, and continuous monitoring of client acquisition and conversion rates.
• Partner with practice area leaders to vet leads, ensuring alignment with the firm’s goals and priorities.

Proposal Development & Execution:

• Lead the development, management, and execution of proposals tailored to client needs and new business opportunities.
• Collaborate with internal departments to ensure proposal alignment with client expectations and service offerings.

Account Coordination:

• Serve as the central point of coordination between internal teams (tax, advisory, assurance, wealth management), managing client tracking spreadsheets and action items.
• Take comprehensive notes in revenue meetings and send timely follow-up communications to ensure service continuity.

Cross-Departmental Collaboration:

• Identify areas for client education and marketing campaigns and share with marketing director.

Market Intelligence and Pricing Analysis:

• Gather and analyze market data to identify competitive pricing trends, client needs, and industry shifts.
• Provide insights on pricing decisions, including factors like business size, complexity, and market conditions.
• Track competitor intelligence, including information on competing bids, rates, and why clients choose Wiss.

Reporting & Leadership Updates:

• Provide regular updates to senior leadership on lead and pipeline data, including performance metrics, conversion rates, and market insights.
• Assess demand for specific services, recommend pricing adjustments, and develop strategies to convert leads into clients.

CRM Management (HubSpot):

• Support implementation of HubSpot Sales CRM, develop process, and best practice documentation
• Manage HubSpot CRM, ensuring accurate data entry, lead tracking, and reporting.
• Train staff on CRM best practices and optimize usage for lead management and client engagement.

Process Optimization:

• Continuously review and improve sales processes, client onboarding, and workflow efficiencies across departments.

Qualifications:

• Bachelor’s degree in Business, Marketing, Accounting, Finance or a related field.
• 5+ years of experience in marketing operations and digital marketing experience
• Advanced user of Google Analytics, HubSpot, WordPress, CRM, and Excel
• Proven experience in proposal development and execution, and lead management
• Strong analytical skills and the ability to gather and interpret market data to inform decisions.
• Strong communicator and a natural connector who can bridge the gap between sales, marketing, and internal teams.
• Capable of thinking strategically and finding creative solutions to meet operational needs.
• Experience working in the accounting or professional services industry (CPA FIRM EXPERIENCE IDEAL) and/or knowledge of accounting, tax, or financial services is a plus.

Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age "

"Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team, and encourage our employees to bring their authentic and best selves to work. "

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Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.