MARKETING MANAGER
About Us
Walz Group is a cohesive team of financial professionals and business experts in the Lancaster, PA area who passionately advance our clients’ financial and organizational goals. Within our CPA firm, we adopt the philosophy of ultimate accountability, our promise to deliver tailored, personal, and expert services to our clients on every job, every time. We provide our clients with the best knowledge base, the highest degree of personalized support, and a full breadth of expertise in accounting, auditing, tax, and business consulting services.
Position Overview
The Marketing Manager will report to the Partner in Charge of Marketing. The focus of the role is to be a leader in the execution of various programs, strategies, projects, and initiatives within Walz Group’s marketing and business development functions. The firm is on a growth trajectory, and we are looking for a specialist who can help us support these expansion opportunities and do so evermore effectively and efficiently. This position is meant to build on the team’s existing marketing operations foundation and move it forward.
We are looking for a seasoned marketer with the ability to seamlessly move from marketing strategy development and planning to execution of those strategies. The ideal candidate will have broad knowledge of many marketing functions with strengths/specialization in a few.
Currently, marketing oversees a vast array of activities, including content creation, website, events, emails, vendor management, databases, public relations, proposals, marketing research, business development skills training, presentations, collateral, social media, internal communications, and marketing operations, among others. This role is intended to take on these core areas of marketing activity, and own accountability over them. It is expected that ownership involves making sure we are bringing the right approach, tools, resources, thought process,
prioritization, etc. to tasks at all times and ensuring that our approach and execution are in alignment with the firm’s strategic objectives.
Our marketing strategy reflects the firm’s level of services, focusing highly on quality relationships with clients, referral sources, centers of influence, and internal relationships with our partners and managers. Consequently, experience working with diverse personality types and work styles is mission critical.
The marketing department also plays a part in supporting individual partners on their individual Business Development activities. We work with a number of vendors, contractors, and other third parties, so knowing how to navigate different people and complex organizations is essential.
Finally, the ideal candidate will possess a keen eye for detail and design/layout, an innate sense of client-centric communications and the client journey, an abiding desire to learn more, amazing time management and project management skills, and the drive to proactively take their skills to the next level.
We’re looking for someone with a passion for marketing, communications, and branding, who is tuned in to the ever-changing trends and best practices in this discipline. We want to work with someone who employs a great balance between being an independent self-starter and being a collaborative, communicative teammate.
This is the kind of position that has the tendency to grow, so if you thrive on learning new things and expanding your domain over time, this is an excellent opportunity for you.
Key Responsibilities
• Develop and implement marketing strategies that align with the firm’s business goals
• Create and manage content across digital platforms including website, email, and social media
• Conduct market research to identify trends, client needs, and competitive positioning
• Maintain brand consistency across digital and print channels; collaborate with external vendors and agencies for design and advertising support
• Coordinate with service teams to produce client-focused marketing materials (brochures, flyers,
presentations)
• Monitor and report on campaign performance using analytics tools; adjust strategies as needed
• Plan and execute events such as webinars, seminars, and networking receptions
• Maintain Customer Relationship Management systems and support lead generation efforts
• Stay informed on the latest marketing trends, social media developments, and digital marketing technologies
• Other firm duties as assigned
Qualifications
• Bachelor's degree in Marketing or related discipline
• 5+ years of experience in marketing, sales, business development, account management, advertising, or public relations
• At least 3 years of experience in a professional services firm (accounting, legal, consulting, design, engineering, etc.)
• Outstanding project management skills
• Exceptional time management
• Events management experience
• Robust business writing skills, with high proficiency in editing
• Advanced proficiency in MS PPT, intermediate-to-advanced proficiency in MS Word and MS Excel
• Experience with creating proposals, pitch books, statements of qualification, and/or presentations
• Some experience with email production with a marketing automation tool preferred (e.g. Constant Contact)
• Experience with CRM (e.g. Sugar, HubSpot, Salesforce, Microsoft Dynamics, etc.) performing such tasks as data import, light cleanup, routine maintenance, list and report generation, opportunity tracking, and sales task management
• Knowledge of how to perform simple website updates using CMS (e.g. WordPress)
• Experience with corporate social media
• Proficiency with data analysis and reporting (gathering data, generating key insights, producing a beautiful report/presentation) for such things as marketing activity and ROI, client data trends, etc.
• Some skill and comfort with networking at events (e.g. referral source mixers, college recruiting)
• Some graphic design experience (Canva acceptable)
Why Join Us?
• Opportunity to build and shape the marketing function of a strong accounting firm
• Work in a collaborative, entrepreneurial environment where your contributions matter
• Hybrid work model with flexible remote options.
• Competitive salary
• Generous paid time off as well as 12 paid holidays
• Excellent medical, dental and vision coverage
• 401(k) plan with company match and profit sharing
If this sounds like what you’re looking for and you would like to join our Walz Group team, please send your resume to Walz Group Human Resources via email to jobs1@walzgroupcpa.com, or our website at www.walzgroupcpa.com.
NOTE: Candidates should include 2-3 writing samples (no more than 600 words each) with your
resume and cover letter.