What are the responsibilities and job description for the Marketing Pursuit Coordinator position at YHB?
The Marketing Pursuit Coordinator will be responsible for various aspects that support business development, including partnerships, strategic alliances, and data research initiatives for YHB. In this role, you will support the marketing, communications, and client database, functions of the Firm. This role is also responsible for drafting and editing proposals, managing CRM databases, regularly updating the Firm’s business development pipeline, preparing research reports on prospects, assisting in event planning, and will providing support in clerical duties as needed.
Roles & Responsibilities
Business Development & Research
- Assist in the firm proposal process; including responding to RFPs, maintaining a pipeline for reporting, and working with industry teams to prioritize deadlines.
- Utilize materials in proposal templates, in content libraries/repositories, and from proposal planning discussions to draft and edit customized proposals and meeting materials.
- Assure YHB’s marketing technology systems are regularly updated, including Pipelines.
- Assist in setup of tradeshow and networking opportunities for staff, including attending as needed.
- Assist in planning and executing firm events (mixers, sponsorship tables, receptions, seminars).
- Support Firm initiatives by registering team members for events, as requested.
- Lead role with industry, client, prospect, and other research requests.
- Assist in the research and campaign phase for targeted clients and/or industries for the Firm and subsidiaries.
- Assist with research to help keep Firm apprised of client activities and identify ways to promote via social media.
Marketing Material & Communications
- Update and create firm pipeline and lead reports.
- Owns list maintenance for various communication projects.
- Lead role with client onboarding initiatives in CRM.
- Assure branding standards are met on all firm document, including reports, PowerPoints, and documents for clients.
- Regularly work with marketing peers to assure the content calendar is completed and aligns with business development goals.
Education, Experience, & Other Requirements
- Bachelor’s Degree, preferably in Business or Communications
- 2 years of marketing experience
- Excellent knowledge and skill in Microsoft Office Suite
- Experience with HubSpot (or other CRM) and Mac OSx (preferred).
- Exceptional written and verbal communication skills.
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
- Market-competitive salary with performance-based bonuses.
- Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
- Health, dental, and vision insurance.
- Wellness programs and employee assistance programs (EAP).
- Paid parental leave and family support.
Professional Development:
- Learning and development opportunities.
- Tuition reimbursement.
- CPA exam support, certification reimbursements, and mentorship programs.
- Internal promotions and career pathing opportunities.
Work-Life Balance:
- Generous paid time off (PTO) and holidays.
- Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
- Collaborative and inclusive work environment.
- Employee resource groups and diversity initiatives.
- Social events, team-building activities, and volunteer opportunities.
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YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
Equal Opportunity Employer
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