What are the responsibilities and job description for the Marketing Pursuit Coordinator position at YHB?
The Marketing Pursuit Coordinator will be responsible for various aspects that support business development, including partnerships, strategic alliances, and data research initiatives for YHB. In this role, you will support the marketing, communications, and client database, functions of the Firm. This role is also responsible for drafting and editing proposals, managing CRM databases, regularly updating the Firm’s business development pipeline, preparing research reports on prospects, assisting in event planning, and will providing support in clerical duties as needed.
Roles & Responsibilities
Business Development & Research
- Assist in the firm proposal process; including responding to RFPs, maintaining a pipeline for reporting, and working with industry teams to prioritize deadlines.
- Utilize materials in proposal templates, in content libraries/repositories, and from proposal planning discussions to draft and edit customized proposals and meeting materials.
- Assure YHB’s marketing technology systems are regularly updated, including Pipelines.
- Assist in setup of tradeshow and networking opportunities for staff, including attending as needed.
- Assist in planning and executing firm events (mixers, sponsorship tables, receptions, seminars).
- Support Firm initiatives by registering team members for events, as requested.
- Lead role with industry, client, prospect, and other research requests.
- Assist in the research and campaign phase for targeted clients and/or industries for the Firm and subsidiaries.
- Assist with research to help keep Firm apprised of client activities and identify ways to promote via social media.
Marketing Material & Communications
- Update and create firm pipeline and lead reports.
- Owns list maintenance for various communication projects.
- Lead role with client onboarding initiatives in CRM.
- Assure branding standards are met on all firm document, including reports, PowerPoints, and documents for clients.
- Regularly work with marketing peers to assure the content calendar is completed and aligns with business development goals.
Education, Experience, & Other Requirements
- Bachelor’s Degree, preferably in Business or Communications
- 2 years of marketing experience
- Excellent knowledge and skill in Microsoft Office Suite
- Experience with HubSpot (or other CRM) and Mac OSx (preferred).
- Exceptional written and verbal communication skills.
This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.