Marketing Specialist in San Diego, CA at CBIZ

Date Posted: 5/14/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan and suburban cities throughout the U.S., CBIZ is one of the nation’s leading providers of professional financial and employee business services. At CBIZ, our associates benefit from the opportunities, resources, training and stability of a national organization, while also enjoying the flexibility, comfortable culture and sense of community typically associated with a smaller, local company.

CBIZ and MHM are together ranked as one of the top accounting services providers in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses and the not-for-profit sector. MHM, an independent CPA firm, provides high quality audit and assurance services and works closely with CBIZ, an accounting, tax and consulting services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

CBIZ MHM is proud of our strong company culture. In 2016 we were recognized as one of the Best Places to Work in Los Angeles by the Los Angeles Business Journal; in San Diego by the San Diego Union Tribune and in Orange County by the Orange County Business Journal. It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us our spot on those lists. 

Essential Functions and Primary Duties:

  • Assist in all aspects of planning and executing business development, marketing and communications initiatives
  • Assist with utilization of reporting functions and upkeep of the CRM (Client Relationship Management) database content, including conducting conflict checks and refreshing client and potential client data
  • Work extensively with marketing team and the firm’s Directors to create proposals in response to RFPs
  • Assist with development and production of collateral materials
  • Plan and run internal and external meetings and events
  • Coordinate with National Marketing Team to ensure advertisements and other materials accurately reflect brand standards
  • Write and maintain content on local website and social media accounts
  • Assist with coordination between local office and local public relations firm for press opportunities
  • Maintain promotional materials inventory
  • Build effective working relationships with internal team
  • Attend tradeshows and company-sponsored events
  • Perform other duties as assigned

Preferred Qualifications:

  • Demonstrated strength in project management
  • Organizational skills and extreme attention to detail required
  • Strong communication skills, both written and verbal, to effectively interface with all levels of Firm management, staff, clients and outside business contacts
  • Ability to work with and meet required deadlines
  • Demonstrated ability to work autonomously and as part of a team
  • Shows initiative
  • Knowledge or ability to gain knowledge of all accounting related and specialized functions in the organization
  • Ability to create reports, produce and update databases and spreadsheets
  • Excellent computer skills with: Microsoft Office Suite, including PowerPoint. 
  • Website maintenance and/or HTML knowledge, Desktop publishing and experience preferred
  • Maintain confidentiality of client, company and personnel information 

Minimum Qualifications:

  • 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


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


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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