What are the responsibilities and job description for the Marketing Campaign & 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 are constantly engaging business leaders and COIs with a broad mix 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 CRM experience and a knack for coordination 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
- Execute, monitor, and optimize marketing campaigns across various channels (email, owned-digital channels, earned media, and paid media)
- Oversee the logistics and execution of sponsorships and live/virtual events
- Manage budgets, timelines, and resources effectively to meet campaign objectives
- Analyze campaign performance and industry trends, providing insights and recommendations for improvement
- Maintain and manage our CRM, ensuring data accuracy and integrity
- Develop sequences and workflows for marketing automation
- Generate reports to track campaign performance and support decision-making
- Maintain and improve library of promotional materials and reports
- Bachelor’s degree in Marketing, Business Administration, or a related field
- 2 years of experience in marketing operations and/or campaign management
- Proficiency in HubSpot, Excel, and Powerpoint
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team in a fast-paced environment
- Knowledge of relevant marketing tools and applications. (SEO, Google Ads, social media advertising)
- 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.