Business Development and Marketing Coordinator

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. 

What you get: 

Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. 

Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. 

Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM:

·         Caring people who put others first 

·         Self-starters who embody the BPM entrepreneurial spirit 

·         Authentic individuals with a diverse point of view 

·         Lifelong learners with a drive to excel 

·         Resilient people who rise to the occasion 

Job Description 

We seek a detail-oriented Business Development (BD) and Marketing Operations Coordinator to support our growth efforts at BPM LLP, an accounting and advisory firm. This role ensures that business development and marketing initiatives align with the firm's strategic goals, supporting client acquisition, retention, and growth. The ideal candidate will excel at managing multiple projects, coordinating cross-functional teams, and contributing to both business development and marketing efforts. 

Key Responsibilities

Project & Traffic Management 

• Serve as the central coordinator for business development and marketing projects. 

• Manage the end-to-end project lifecycle, including: 

• Scheduling and facilitating pre-project planning meetings with stakeholders. 

• Monitoring project milestones and conducting mid-project check-ins. 

• Organizing post-project review meetings to analyze outcomes and document learnings. 

• Use project management tools (e.g., Monday.com) to track deadlines, deliverables, and resources. 

• Create and maintain project timelines to ensure all tasks are completed on schedule. 

• Document and distribute meeting notes, action items, and project updates. 

• Identify and address potential timeline conflicts or resource constraints. 

• Maintain clear communication channels between team members, partners, and stakeholders. 

Marketing Operations 

• Collaborate with the marketing team to align campaigns with business development objectives. 

• Organize and maintain the firm’s digital asset library, ensuring easy access for team members. 

• Implement and maintain a clear file organization and version control system for marketing materials. 

• Archive outdated materials and maintain documentation of asset usage rights and expiration dates. 

Business Development Support 

• Collaborate with partners and the Chief Revenue Officer to identify and prioritize new business opportunities. 

• Assist in the preparation of proposals, client presentations, and RFP responses tailored to accounting and advisory services. 

• Update the CRM system with accurate business development data (e.g., HubSpot or Salesforce). 

• Track business development metrics, including client engagement, pipeline status, and revenue growth opportunities. 

• Coordinate the scheduling and logistics for client meetings, networking events, and webinars. 

• Support cross-selling and upselling initiatives by identifying opportunities within the firm's client base. 

 Reporting Support 

• Pull performance data from platforms such as GA4, HubSpot, and Salesforce. 

• Organize and consolidate data into actionable reports for business development and marketing leaders. 

• Maintain dashboards with current performance metrics, including lead generation and campaign ROI. 

• Prepare report presentations for team meetings and stakeholder reviews. 

• Keep detailed records of historical campaign and business development performance data. 

Qualifications

• Bachelor’s degree. 

• 4 years of experience in business development, marketing, or project coordination. 

• Familiarity with the professional services industry, preferably in accounting or advisory. 

• Proficiency with project management tools (e.g., Monday.com). 

• Strong organizational and time management skills. 

• Excellent written and verbal communication abilities. 

• Experience leading meetings and coordinating cross-functional teams. 

• Proficiency in Microsoft Excel and PowerPoint. 

• Shape 

Preferred Qualifications 

• Experience with CRM platforms (e.g., HubSpot, Salesforce). 

• Background in B2B marketing and business development. 

• Familiarity with data visualization tools (e.g., LookerStudio). 

• Experience with digital asset management systems. 

• Knowledge of accounting and advisory services. 

• Shape 

Required Tools & Platforms 

• Project Management: Monday.com  

• Social Media: LinkedIn, Twitter, Facebook, Instagram  

• Reporting Tools: GA4, HubSpot, Salesforce  

• Microsoft Office Suite, especially Excel and PowerPoint  

• Digital Asset Management System