What are the responsibilities and job description for the Marketing Campaign and Data Management Specialist position at CSG Partners | ESOP Advisors?
This operations-focused role will support CSG's multi-channel marketing efforts. Our nationally recognized, boutique investment bank builds ESOP strategies for middle-market companies. We continually engage with business leaders and COIs through a diverse range of content, events, and direct communications. Diligent campaign and data management are critical to our success. If you are a detail-oriented marketing professional with experience in HubSpot CRM and a knack for systems automation and operations, please apply.
Responsibilities
About CSG Partners
Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice.Private companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.
Responsibilities
- Maintain and manage our CRM to ensure data accuracy and integrity.
- Develop sequences and workflows for marketing automation.
- Execute, monitor, and optimize marketing campaigns across various channels. (email, owned digital channels, earned media, and paid media).
- Manage budgets, timelines, and resources effectively to meet campaign objectives.
- Generate reports to track campaign performance and support decision-making.
- Oversee the logistics and execution of sponsorships and live/virtual events.
- Maintain and improve a library of promotional materials and reports.
- Proficiency in HubSpot.
- Knowledge of relevant marketing tools and applications. (SEO, Google Ads, social media advertising).
- Bachelor’s degree in Marketing, Business Administration, or a related field.
- 1 years of experience in marketing operations and/or campaign management.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Obsessive attention to detail.
- Finance experience (or relevant coursework) is a plus.
About CSG Partners
Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice.Private companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.
Salary : $65,000 - $80,000