What are the responsibilities and job description for the Marketing Coordinator position at Platform Accounting Group?
Description
Due to continued growth, we are seeking a detail-oriented and creative Marketing Coordinator to join our team. This role offers a fantastic opportunity to contribute to our marketing efforts and gain valuable experience in a dynamic environment.
The Marketing Coordinator serves as the primary liaison between technical consultant leaders, ERP partners, and third-party marketing agencies. This role involves managing ERP partner initiatives including Sage 100, Sage X3, Sage Intacct, and Acumatica. Responsibilities include tracking marketing metrics, scheduling meetings appropriately, ensuring follow-up on sales actions, meeting project timelines, and maintaining a high-quality service to foster customer and partner confidence and loyalty.
Who We Are
Platform Technology Advisors is the rapidly growing ERP/IT Solutions business of Platform Accounting Group, a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements where possible.
What You Will Do
Due to continued growth, we are seeking a detail-oriented and creative Marketing Coordinator to join our team. This role offers a fantastic opportunity to contribute to our marketing efforts and gain valuable experience in a dynamic environment.
The Marketing Coordinator serves as the primary liaison between technical consultant leaders, ERP partners, and third-party marketing agencies. This role involves managing ERP partner initiatives including Sage 100, Sage X3, Sage Intacct, and Acumatica. Responsibilities include tracking marketing metrics, scheduling meetings appropriately, ensuring follow-up on sales actions, meeting project timelines, and maintaining a high-quality service to foster customer and partner confidence and loyalty.
Who We Are
Platform Technology Advisors is the rapidly growing ERP/IT Solutions business of Platform Accounting Group, a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements where possible.
What You Will Do
- Proactively engage with ERP partners (Sage 100, Sage X3, Sage Intacct, and Acumatica) to drive sales enablement projects with vendors.
- Coordinate webinars, events, and co-marketing initiatives with partners such as Sage and Acumatica.
- Maintain and update CRM and marketing automation platforms to ensure accurate segmentation and lead tracking.
- Monitor and report on key performance indicators (KPIs), providing actionable insights to enhance marketing ROI.
- Assist in managing and optimizing marketing assets, including brochures, whitepapers, and product comparison guides.
- Support content creation, including blog posts, case studies, email campaigns, landing pages, and social media tailored to each ERP product and vertical.
- Analyze website, email, social media, and campaign performance using tools like Google Analytics, HubSpot, and others to identify trends and opportunities.
- Research competitors, industry trends, and ERP buyer behavior to inform campaign strategies and messaging.
- Strong understanding of marketing principles and practices
- Passion for prioritizing customer experience, strong customer service skills, and the ability to build rapport
- Proficiency with MS Office Suite and the capacity to learn new CRM tools (e.g., HubSpot, ConnectWise, Salesforce)
- Experience with email marketing platforms
- Experience with marketing automation tools
- Experience with social media management and content creation
- Ability to work independently and part of a team
- Commitment to continuous improvement, teamwork, and collaboration
- Competitive base compensation.
- Paid medical benefits and 401(k).
- Professional development opportunities, including training and certifications, to grow your skills and career.
- A collaborative, results-driven culture that values your contributions and fosters teamwork.
- This position will be on-site in the Goleta / Santa Barbara, CA area.
