Job Description

With over 100 offices and nearly 6,000+ associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

•       Top 101 2021 Best and Brightest Companies to Work For in the Nation

•       2022 Top Workplaces USA

•       2021 America's Best Mid-Size Employers

•       2021 Best and Brightest Companies in Wellness

•       2022 Great Place to Work Certification

POSITION SUMMARY & RESPONSIBILITIES

The Demand Generation Specialist, Retirement & Investment Solutions works with a team of revenue-producing sales associates to deliver engaging, scalable marketing programs that drive revenue-generating opportunities. Reporting to Corporate Marketing and taking strategic direction from Retirement & Investment Solution’s revenue leader, this role is responsible for driving lead- and opportunity-generating marketing programs for retirement plan sponsors, foundations, endowments, individuals, and more.

Primary responsibilities include:

Top of Funnel Marketing (25%)

Inbound Lead Generation

•       Build, execute and leverage web forms, landing pages, email, and other strategies focused on capturing net-new leads to nurture through to sales-ready state.

Outbound Lead Generation

•       Ideate, build, coordinate, leverage and execute multi-touch account-based marketing, email, paid advertising, and content syndication campaigns focused on engaging existing leads to convert them to opportunities for Sales Team.

Account-Based Marketing

•       Creation of hyper-targeted, account-based marketing campaigns designed to drive revenue, recognition, and relationship within identified priority accounts.

Middle of Funnel Marketing (25%)

Sales & Marketing Operations

•       Serve as connector between sales and marketing teams ensuring leads are handed off to Sales Team, adjusting marketing programs based on sales feedback loop, creating sales-enabling reports and dashboards, and maintaining consistent internal communication with sales leadership and associates.

Sales Enablement

•       Develop communication templates, to be used by Sales Team, in mediums like email, phone and social media that increase new lead to open opportunity close ratio.

Bottom of Funnel Marketing (25%)

Sales-Ready Lead Generation

•       Identify and monitor triggers that indicate when nurture-state leads are ready for sales hand off.

•       Build, execute, and monitor campaigns designed to drive sales-ready leads directly to Sales Team.

•       Identify opportunities for recapturing opportunity in the customer journey and leverage existing data signals to build and execute campaigns targeted at converting known contacts in the funnel.

Reporting (25%)

Campaign Reporting

•       Create dashboards, monitor channels and referral sources, and provide data-driven insights into campaign successes.

•       Work with leadership to identify and report on key performance indicators for each campaign.

•       Monitor data within MarTech stack to ensure reporting accuracy.

Customer Journey

•       Build, own, and continuously monitor key customer journeys, based on lead source.

•       Identify ongoing areas of improvement within each customer journey, from awareness to conversion to advocacy.

Required Qualifications

•       Experience working in regulated industries, with experience working directly with legal/compliance.

•       Ability to be intellectually creative, strong in process execution, data-driven, and in-tune with sales and marketing alignment.

•       Ability to work in a matrixed, remote friendly environment.

•       Desire to win, succeed and outperform the competition is an intrinsic quality that will create success and align with the team’s culture.

•       Demonstrated experience with CRMs and marketing automation systems is necessary to succeed. This role will predominantly use Salesforce and Pardot to drive marketing programs.

•       Understanding of and/or previous experience with Account-Based Marketing is preferred.

•       Effective written and verbal communication skills to drive internal communication throughout sales team.

•       Other duties as assigned.

Minimum Qualifications Required

•       High school diploma or GED required

•       Bachelor’s Degree or two years of experience on a specialized subject matter

•       Must maintain current required licenses and certifications relevant to field of expertise

•      Demonstrates the ability to communicate verbally and in writing throughout all levels of

organization, both internally and externally

•      Effective customer service skills

•      Proficient use of applicable technology

•      Ability to work in team environment as well as independently

•      Ability to analyze and prioritize multiple responsibilities

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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