At CLA, we create inspired careers. CLA is looking to hirea Marketing CRM Coordinator to join the CLA Family! They will contribute to the implementation and execution of industry and service group marketing plans and associated budgets, and act as a liaison to the firm marketing team. They are accountable for daily efforts around CRM management. If you proactively communicate on various initiatives, changes and at times enjoy working in a high-pressure environment, we should talk!
The ideal candidate for this position should be a creative thinker and operate as a team member to leverage CLA best practices! They will drive and monitor the local growth network marketing plan/budget in alignment with CLA national plans. This role can sit anywhere within the US; however the ideal candidate will live in California (Los Angeles, Sacramento, etc.)
NEW CAREER NEW FAMILY NEW OPPORTUNITY!!!!
As a Marketing / CRM Coordinator, you will perform the following tasks:
Execute local marketing activities (local trade shows, event coordination and speaking engagements) across one or more offices
Enter/update account, contact, campaign, activity, and opportunities in CRM
Execute internal communications through email, office Yammer site and office shared Outlook marketing/recruiting calendar
Actively participate in and encourages office professionals to be active in social media
Assist and support with marketing to coordinate local press releases and advertising submissions
Provide support and assistance with firm-wide marketing
Support execution of growth network marketing programs
Direct industry-based and firm-wide marketing in local offices
Provide and effectively communicate with management reporting and data analysis
Assist with national campaigns on regional level
Keep firm-wide marketing team aware of local needs
Help develop local process and procedures with oversight from leadership
Drives brand from marketing team through growth networks
This position requires someone with the following qualities
Driven to work hard both individually and as a team
Outgoing and customer service oriented
Technical Skills Required: Proficiency in Microsoft (MS) Windows and Office Products is necessary.
Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, and CRM
Frequent user with Adobe, and other internal systems
Requires ability to quickly master new software applications as needed
Minimum job requirements required
Three years of work experience or a degree or equivalent education experience
High school degree or equivalent. Associate or Bachelor's in Business, Administration or Marketing, a plus
Proficiency in Microsoft (MS) Windows and Office Products is necessary (Word, Excel Outlook, PowerPoint, CRM, Adobe)
Experience with Metaviewer preferred
Experience with STAR preferred
CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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When you join CLA, youll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. Its not so much about climbing a ladder or acquiring new titles its the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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