Marketing Coordinator

Job Title: Marketing Coordinator FLSA Status: Non-Exempt
Location: San Francisco Reporting Structure: Director | Experiences + Growth

Summary (Overview): The Marketing Coordinator assists and directly reports to the Director | Experiences + Growth (Marketing + Business Development Functional Responsibility). The Marketing Coordinator is expected to manage multiple, complex projects at the same time.

Responsibilities/Essential Functions

• Manage actual marketing expenditures against budget, including review of invoices.
• Participate in committee meetings, preparing agenda and capturing minutes.
• Organize and coordinate the creation of all marketing material. Includes coordination with outside vendors and tracking of activities.
• Maintain and enhance firm website and Atlassian Confluence site, including activities such as posting, removing, and updating content.
• Conduct monthly Google Analytics reporting against established targets/metrics.
• Handle digital campaign management and reporting – production of website landing pages. Conduct end-to end planning, coordination, and execution of firm events and seminars.
• Create and maintain mail merges and execute marketing campaigns. Coordinate ongoing marketing agreements with third parties.
• Manage and compile monthly new business results and other performance reports.
• Support business development efforts of Principals and Portfolio Managers, including ad hoc projects and tasks, as well as coordination with outside sales consultant.
• Produce custom prospect presentations and correspondence.
• Ensure that the firm’s various marketing activities are in compliance with firm regulatory policies and standards. Create and obtain appropriate documentation and approvals.
• Create and maintain the CRM database and prospect pipeline.
• Conduct market research and intelligence, including client surveys.
• Complete industry ranking submissions.
• Assist with RFP process, materials creation, and other assigned duties.
• Document and maintain policies and procedures related to marketing, advertising, and business development.
• Coordinate the production of the firm’s quarterly newsletter and market commentary, including timing, editing, layout, and production.
• Assist in cultivation and management of social media.
• Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, B|O|S colleagues, and other business entities with which B|O|S has a relationship. This includes compliance with legal, professional and established firm standards of conduct. Uphold the B|O|S values as work is performed.

Competencies:

• Project/Task Management
• Research Skills/Information Finding
• Organizational Savvy
• Detail Orientation/Quality Focus
• Autonomy/Self-Direction
• Results Focus - Output Orientation
• Personal Energy/Enthusiasm
• Interpersonal Communications
• Decision-Making
• Problem-Solving

Requirements:

• Minimum 3-4 years of related experience.
• BS/BA degree from an accredited college or university, or equivalent experience required. Exemplary Project management: ability to plan, organize, and execute high-visibility events on a continual basis; ability to manage multiple, complex projects at the same time.
• Motivation to excel.
• Exceptional time management skills, including detail orientation and the ability to meet deadlines.
• Super user level of Microsoft Excel skills in order to work with varied, raw data sets and create meaningful reports and insights.
• Advanced skills in Microsoft Word, Outlook, PowerPoint, and Mailchimp.
• Previous experience with Microsoft Dynamics CRM software and/or WordPress a plus.

Working Conditions: Occasional travel to Silicon Valley office and to company events.