Marketing Operations Specialist

Mowery & Schoenfeld is a Top 150 accounting and advisory firm dedicated to providing exceptional and comprehensive services to our clients and unmatched opportunities for our employees. As we continue on our journey of aggressive growth toward $100 million in revenue, we recognize our need for both expanding our reach and building out our service offerings. We are seeking a versatile and self-motivated Marketing Operations Specialist to join our marketing team as they continue driving that reach and growth. In this role, you will manage and optimize the firm's marketing technology, CRM, automation, and project management infrastructure, while supporting digital marketing and website initiatives. This role will serve as the team’s HubSpot expert and a key administrator of Monday.com, responsible for maintaining data quality, supporting pipeline management, building automated marketing programs, streamlining workflows, and delivering meaningful marketing insights. The ideal candidate combines technical expertise, analytical thinking, and creative problem-solving skills to help the marketing team operate more efficiently and drive measurable business results. As a member of our dynamic and collaborative marketing team, you’ll be involved in projects from start to finish, gain valuable new skills, and actively contribute wherever needed. Our firm is committed to professional development, so you’ll receive ongoing mentorship and growth opportunities. A proactive, team-first attitude is essential for success. This role reports to the Director of Marketing. CRM Administration & Marketing Operations · Serve as the primary administrator of HubSpot, ensuring data accuracy, consistency, and usability across contacts, companies, and pipeline records. · Manage CRM governance, audience segmentation, reporting, integrations, and workflow development alongside IT stakeholders. · Support lead management, pipeline visibility, and business development tracking. · Provide ongoing training and support to promote widespread adoption and effective utilization across marketing and key stakeholders. Marketing Automation & Lead Nurturing · Build and optimize automated marketing, lead nurture, and client onboarding journeys. · Develop workflows, lead scoring models, and lifecycle management processes that improve engagement and operational efficiency. · Identify opportunities to automate manual marketing and business development activities. Digital Marketing & Campaign Management · Build and execute email marketing campaigns and marketing automation programs · Create and optimize landing pages, forms, and conversion paths. · Manage paid social campaigns and collaborate with external agencies to oversee paid search performance. Help hold agency partners accountable for performance. · Ensure campaigns are effectively tracked, measured, and optimized to drive qualified leads and business growth. Reporting & Analytics · Develop dashboards and reports that measure marketing performance, lead generation, pipeline contribution, and ROI. · Analyze campaign, website, and CRM data to identify trends and improvement opportunities. · Provide actionable insights and recommendations to marketing and firm leadership. Marketing Project Management & Process Improvement · Serve as the marketing team's Monday.com administrator and subject matter expert. · Develop project templates, dashboards, automations, and workflows that improve planning, collaboration, and accountability. · Standardize processes, promote adoption of marketing technologies, and drive continuous operational improvements. Website & Marketing Technology · Support website enhancements, landing page development, SEO initiatives, and conversion optimization efforts. · Manage marketing technology tools, tracking implementation, and platform improvements that support firm growth.