Business Development & Marketing Associate

Posted 20 Days Ago
Be an Early Applicant
Lititz, PA, USA
Hybrid
Mid level
Professional Services • Consulting • Financial Services
The Role
Supports the Director of Business Development and Marketing with growth initiatives, firm events, marketing execution, communications, CRM management, website updates, employer branding, sponsorships, budget tracking, proposals, presentations, and executive administration. The role also edits and proofreads content, maintains marketing materials and inventory, coordinates prospect and client activities, and handles confidential information in a flexible, fast-paced professional services environment.
Summary Generated by Built In

At Simon Lever, the Business Development & Marketing Associate supports Simon Lever's growth and brand initiatives by executing the strategy and vision set by the Director of Business Development & Marketing. This role coordinates business development activities, firm events, marketing support, internal and external communications, and executive-level administrative support directly to the Director. We provide the same level of care to our colleagues as our clients while building trust and pursuing excellence. Our culture of care guides everything we do!

Business Development & Marketing Associate Key Responsibilities:

  • Support the Director of Business Development & Marketing in executing growth and brand initiatives.

  • Coordinate business development activities and assist with firm, client, and prospect events, while identifying opportunities for process improvement

  • Provide marketing support and execution of strategy, maintain firm website, lead new employee marketing activities, maintain branded merchandise and inventory, assist with sponsorships, employer branding, and community engagement opportunities.

  • Support and create both internal and external communications, including client newsletters, blogs, alerts, and firm-wide updates.

  • Manage and maintain the firm's prospect and customer database (CRM) for marketing and tracking purposes.

  • Assist with maintaining and updating firm website content and ensuring accuracy across marketing channels.

  • Track business development and marketing budget expenses, flagging variances for review.

  • Prepare presentations, proposals, meeting materials, and other executive-level documents.

  • Edit, proofread, and ensure consistency and clarity across all firm communications and branded materials.

  • Provide general administrative and executive support to the Director, adapting to shifting priorities and handling confidential information.

  • Other duties, as aligned

 

Business Development & Marketing Associate Qualifications:

  • Bachelor's degree in Marketing, Communications, Business, or a related field or equivalent experience

  • 2-4+ years in administrative, executive support, marketing, or business development role preferred

  • Experience supporting an executive, partner, or director directly strongly preferred

  • Strong MS Office proficiency, familiarity with CRM and email marketing platforms, social media platforms and basic graphic design skills in Canva or similar are needed

  • Experience within a professional services or CPA firm is a plus

  • Ability to work occasional evening/early in day event work

  • Highly organized, detailed, collaborative, change oriented, and ability to work with fast paced leader to execute well

 

Join Simon Lever as a Business Development & Marketing Associate to advance your career, make a meaningful impact, and be part of a supportive and collaborative team. We are a Best Places to Work in PA that offers competitive pay, excellent benefits, and a flexible, hybrid working environment!

Equal Employment Opportunity

Simon Lever provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Notice to Recruiters

Simon Lever, LLC does not accept unsolicited resumes from recruiters or agencies. External Servicers must get written approval from Simon Lever, LLC's HR department before submitting resumes and must have a valid contract in place. Simon Lever LLC will not pay any fees without an existing agreement.

Any unsolicited resumes will be considered the property of Simon Lever LLC and may be used without any obligation to the recruiter.

Skills Required

  • Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent experience
  • 2-4+ years of experience in administrative, executive support, marketing, or business development
  • Experience directly supporting an executive, partner, or director
  • Strong Microsoft Office proficiency
  • Familiarity with CRM and email marketing platforms
  • Familiarity with social media platforms
  • Basic graphic design skills using Canva or similar software
  • Ability to work occasional evening or early-day event hours
  • Strong organizational, detail-oriented, collaborative, and adaptable skills
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The Company
82 Employees
Year Founded: 1951

What We Do

Simon Lever is an award-winning business advisory and CPA firm based in Pennsylvania. Founded in 1951, the firm partners with businesses to deliver proactive, personalized guidance across advisory, tax, assurance, and outsourced accounting services. Their mission is to maximize the success of their clients, community, and team by providing thoughtful, responsive guidance and building relationships grounded in trust and service.

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