Job Summary The Marketing Technology & Operations Associate is responsible for executing and supporting various business operations requests within the Marketing & Communications department. This position involves assisting in vendor management tasks, workflow support tasks, and various project & systems tasks, including scans, reporting, and documentation. Collaboration with multiple teams is essential to ensure cohesive and strategic alignment of firm processes and operational efforts. Job Duties Operations Support Support the vendor onboarding and renewal process pulling needed reports and submitting applicable requests Maintain vendor profiles and documentation Pull system reports and conduct software scans as needed Draft operational and Martech project process documentation Support weekly onboarding and offboarding tasks: new employee communications, Marketing & Communications org chart updates, license requests, etc. Ensure tasks are completed in a timely manner aligned with project timelines Draft compelling communications informing stakeholders of project process and updates Collaborate with other team members to support cross-functional projects Workflow Systems Support Support updates to Airtable metadata Support Airtable optimization tasks and requests Support the creation of various marketing workflows within scope and communicated timelines Complete Airtable trainings and stay informed of platform updates and functionalities Draft communications of platform updates and functionalities for Airtable super users Support and field various Airtable questions across the firm Supervisory Skills N/A Qualifications, Knowledge, Skills and Abilities Education: Bachelors degree, required Major[KV1] [BD2] in Marketing, Communications, Business Administration, Business Analytics preferred Experience: Two (2) or more [KV3] [BD4] years of marketing or communications experience, required Experience working within a professional services environment (i.e., accounting, financial consulting, business advisory services and/or banking industries), preferred Experience with low/no-code platforms, preferred; prior experience with Airtable, preferred License/Certifications: N/A Software: Proficient in the use of Microsoft Office Suite, required Experience with Airtable, preferred Language: N/A Other Knowledge, Skills & Abilities: Working knowledge of marketing and operations best practices Excellent verbal and written communication and collaboration skills Excellent project management and organizational skills, and proven success of managing to a tight deadline Ability to work in a deadline-driven environment while handling multiple tasks simultaneously Ability to multi-task while working independently or within a group environment Ability to follow processes, utilize reference tools and training as needed, and demonstrate strong attention to detail Strong interpersonal and client service skills, with a consultative approach to working with marketing professionals at all levels Capacity to understand and communicate BDO business, marketplace and value proposition Driven self-starter with a proactive approach to serving professionals at all levels in a client-oriented, matrixed environment Basic knowledge of B2B marketing strategies and tactics, and their application in a professional services organization [KV1]Are there other “tech” ones that would be applicable? [BD2]Hmm. Thinking that if we found someone at rise with IT, Business Analytics that would be good too. Maybe add that? Playing off of reporting and analysis part of what we have here [KV3]Would we be ok with someone right out of college? [BD4]maybe. But since we will have no say in the person they hire at rise, I wonder is we should require some experience, since having no experience would depend on the person more...make sense?
