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.

·         Bachelor's degree in Marketing, Business, Communications, or a related field.

·         3+ years of experience in marketing operations, marketing automation, CRM administration, or digital marketing.

·         Hands-on experience with HubSpot or similar CRM and marketing automation platform.

·         Experience building automated workflows, nurture campaigns, email marketing programs, and landing pages.

·         Experience with project management platforms such as Monday.com, Asana, or similar tools.

·         Strong analytical, organizational, and problem-solving skills.

·         Excellent attention to detail and ability to manage multiple priorities.

·         Strong written and verbal communication skills.

·         Ability to work a hybrid schedule out of our Lincolnshire, IL headquarters.

Preferred Qualifications

·         HubSpot certifications and experience serving as a HubSpot administrator.

·         Experience with Monday.com administration, workflow design, and automation.

·         Knowledge of WordPress or other CMS, Google Analytics, Google Tag Manager, and marketing attribution reporting.

·         Experience supporting lead management, sales pipeline reporting, and business development initiatives.

·         Familiarity with SEO, conversion rate optimization, and paid media performance analysis.

·         Experience working in a professional services, consulting, accounting, or other B2B environment.

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.