Senior Marketing Specialist

Posted 11 Hours Ago
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Phoenix, AZ, USA
Hybrid
Senior level
Financial Services
The Role
Support firm growth through rapid proposal development and intake management; improve proposal processes with automation and AI; execute website optimization, SEO/AEO, and social media strategy; build dashboards and analytics for reporting and insights; partner with leaders on brand initiatives; manage multiple priorities in a hybrid Denver role with occasional travel.
Summary Generated by Built In
Come for the Challenge. Stay for the Experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
 
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.  
 
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
 
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession. 
 
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

We are seeking a highly motivated and adaptable marketing professional to join our Growth team from our Denver office. This individual will play a critical role in supporting firm growth initiatives through proposal development, digital presence, and marketing execution, while also contributing to ongoing transformation efforts including the adoption of AI-enabled tools, automation, and innovative technologies that enhance marketing effectiveness and operational efficiency. This role plays a key role within a small, collaborative Growth team, supporting proposals, digital visibility, and marketing execution while contributing to process improvements and innovation initiatives.

This is a fast-paced, high-visibility role requiring a self-starter who can manage multiple priorities, respond to rapidly shifting demands, and collaborate closely with partners and cross-functional stakeholders.


In this role, you will be responsible for, but not limited to the following:

    Proposal Operations & Process Management

  • Support proposal development with rapid turnaround times, including same-day or urgent requests.
  • Manage proposal intake, prioritization, workflow coordination, and stakeholder communication.
  • Partner with internal teams to develop clear, high-quality deliverables aligned with client needs.
  • Contribute to improvements in proposal processes, including leveraging automation and AI tools.
  • Track proposal activity and support performance reporting as needed.

  • Brand Visibility

  • Partner closely with firm leadership, partners, and stakeholders to support growth initiatives and client-facing materials
  • Assist with complex projects and initiatives tied to firm-wide branding efforts
  • Support and execute website performance, optimization, design, and governance initiatives.
  • Execute SEO and Answer Engine Optimization initiatives.
  • Monitor keyword rankings, search visibility, and AI search performance.
  • Develop recommendations to improve organic visibility and brand awareness.

  • Social Media & Digital Marketing

  • Coordinate content planning and content calendars.
  • Monitor engagement and campaign performance.

  • Reporting, Analytics & Business Intelligence

  • Develop and maintain reporting frameworks across Growth initiatives.
  • Create dashboards and reporting for proposal activities, pipeline visibility, event ROI, SEO performance, etc.
  • Analyze performance data and identify actionable opportunities.
  • Present insights and recommendations to leadership and stakeholders.

To be successful, these are the skills, qualities and experience you will need:

  • 4+ years of experience in marketing operations, proposal management, digital marketing, or growth/BD operations within a public accounting or other professional services firm
  • Experience supporting or executing proposal processes in a deadline-driven environment
  • Experience building and maintaining reporting dashboards, analytics frameworks, and performance insights
  • Strong understanding of SEO best practices, keyword strategy, metadata optimization, and search visibility
  • Experience developing and managing social media strategy and content calendars
  • Familiarity with HubSpot or other CRM systems
  • Strong project management skills with the ability to manage multiple deadlines, tight deadlines, and competing priorities
  • Independent, organized, self-starter that will provide tactical and strategic support to partners and key leaders
  • Ability to quickly establish rapport and credibility with partners and professional teams, including operations and administration
  • Ability to work occasional overtime to support urgent projects or firm events
  • Travel periodically to other HCVT offices to support the growth function as directed (10-15%)

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

  • Visit the Benefits section to learn more

 
Connect with us: 
LinkedInInstagramFacebookHCVT Website
 
#LI-CC1
#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.  
 

Skills Required

  • 4+ years of experience in marketing operations, proposal management, digital marketing, or growth/BD operations within a public accounting or professional services firm
  • Experience supporting or executing proposal processes in a deadline-driven environment
  • Experience building and maintaining reporting dashboards, analytics frameworks, and performance insights
  • Strong understanding of SEO best practices, keyword strategy, metadata optimization, and search visibility
  • Experience developing and managing social media strategy and content calendars
  • Familiarity with HubSpot or other CRM systems
  • Strong project management skills with ability to manage multiple deadlines and competing priorities
  • Independent, organized self-starter able to provide tactical and strategic support to partners and leaders
  • Ability to quickly establish rapport and credibility with partners and professional teams
  • Ability to work occasional overtime to support urgent projects or firm events
  • Willingness to travel periodically to other HCVT offices (10-15%)
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The Company
HQ: West Los Angeles, CA
683 Employees
Year Founded: 1991

What We Do

We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com. If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.

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