Chief Marketing Officer (CMO)

Insero Advisors, LLC•City of Rochester, NY

13d•$100,000 - $160,000•Hybrid

About The Position

We are looking for an inspiring, people-focused Chief Marketing Officer (CMO) to lead the next chapter of our firm's marketing strategy and operations to drive sustainable growth and strengthen the firm's market position. Reporting directly to the CEO, the CMO will be a strategic and collaborative leader responsible for developing go-to-market strategy and executing integrated marketing initiatives that enhance brand awareness, generate qualified business opportunities, support client and talent acquisition, and improve the overall client experience. The Director of Sales will report to the CMO and will lead day-to-day sales execution, pipeline discipline, sales coaching, and pursuit management; the CMO will set the firm’s growth strategy, establish performance expectations, and hold the integrated marketing and sales organization accountable for results. This is a high-impact, firmwide role for a strategic leader who can align marketing investments with the firm's strategic priorities and can blend visionary growth strategy with hands-on execution. All while thriving in a collaborative, value-driven environment where culture and people come first.

Requirements

Bachelor's degree in Marketing, Communications, Business Administration, or related field required.
MBA or advanced degree preferred.
10+ years of progressive marketing leadership experience.
Experience leading marketing within a professional services organization is strongly preferred.
Public accounting, consulting, legal, financial services, or other B2B professional services experience preferred.
Demonstrated success leading integrated marketing, digital strategy, and marketing operations.
Experience supporting executive leadership and business development initiatives.
Proven experience leading and developing marketing professionals.
HubSpot CRM (Marketing Hub and Sales Hub) or other enterprise-level CRM such as Salesforce or Microsoft Dynamics
CRM strategy and governance
Marketing automation and workflow development
Marketing operations and process optimization
SEO, SEM, and website optimization
Google Analytics and digital reporting
Marketing dashboards and KPI reporting
Social media management and marketing
AI-enabled marketing tools
Microsoft 365 and project management platforms
Strategic thinker with strong business and financial acumen.
Exceptional communication, presentation, and relationship-building skills.
Collaborative leader capable of influencing partners and cross-functional teams.
Strong project management and organizational skills.
Customer-focused with a commitment to delivering exceptional client experiences.
Adaptable leader who thrives in a fast-paced, evolving professional services environment.

Nice To Haves

MBA or advanced degree preferred.
Public accounting, consulting, legal, financial services, or other B2B professional services experience preferred.

Responsibilities

Develop and execute an annual marketing strategy aligned with the firm's strategic plan and growth goals.
Strengthen the firm's position as a leading accounting and advisory firm through differentiated branding and thought leadership.
Partner with firm leadership to identify new markets, industry niches, and service line growth opportunities.
Set marketing budgets, priorities, KPIs, and resource plans.
Report regularly to executive leadership on marketing performance, business development, and ROI.
Own the firmwide growth strategy, translating objectives into priorities for organic growth, client expansion, cross-selling, acquisition, market development, partnerships, and service innovation.
Partner with the CEO, executive team, and practice leaders to set revenue goals, target markets, ideal client profiles, value propositions, pricing, and go-to-market plans.
Balance near-term conversion with long-term brand equity, client trust, market relevance, and profitability.
Prioritize growth opportunities using market intelligence, client insights, competitive analysis, pipeline data, and financial performance.
Lead cross-functional initiatives such as market entry, new offerings, acquisition integration, referrals, and strategic alliances.
Establish a firmwide growth cadence with shared goals, dashboards, forecasts, and accountability across marketing, sales, and practice leadership.
Steward the firm's brand identity and consistency across offices, service lines, and channels.
Lead brand strategy, messaging, visual identity, employer branding, and market positioning.
Oversee public relations, media opportunities, awards, rankings, and recognition programs.
Elevate thought leadership through articles, webinars, podcasts, speaking engagements, and industry publications.
Ensure marketing materials clearly convey the firm's value proposition and culture.
Develop integrated campaigns supporting service lines, industries, recruiting, and client growth.
Oversee content strategy across blogs, newsletters, email, webinars, video, and social media.
Create targeted campaigns that generate qualified leads and deepen client relationships.
Use analytics to measure and optimize campaign performance.
Own the website strategy and user experience to support brand awareness, recruiting, and lead generation.
Work with vendors to improve SEO, organic traffic, and online visibility.
Oversee website content, landing pages, conversion optimization, accessibility, and enhancements.
Manage the firm's presence across search, directories, social media, review sites, and digital advertising.
Use website and engagement analytics to identify improvements.
Stay current on digital marketing trends, AI technologies, and best practices.
Lead scalable, efficient, measurable marketing operations aligned with business goals.
Own the administration, optimization, and roadmap for HubSpot CRM and related marketing technologies.
Improve workflows, automation, lead nurturing, segmentation, and campaign execution.
Establish governance for CRM data quality, contact management, and database administration.
Build automated programs supporting client engagement, recruiting, events, and referrals.
Evaluate and implement marketing technologies, AI solutions, and automation tools.
Partner with IT and vendors on integrations, data security, and system enhancements.
Lead and develop the Director of Sales, setting clear goals, authority, expectations, and performance measures.
Ensure the Director of Sales owns daily sales management, training, pipeline reviews, prospecting, follow-up, proposals, opportunity progression, and reporting.
Align marketing and sales on definitions, audiences, account priorities, lead handoffs, follow-up standards, and revenue outcomes.
Build a repeatable approach to cross-selling and new-client acquisition in priority markets.
Review pipeline health, conversion, win/loss insights, sales capacity, and forecast accuracy; intervene when needed.
Partner with leadership and business development professionals to maintain a disciplined pipeline.
Develop lead processes from inquiry through onboarding.
Support partners with CRM adoption, opportunity tracking, and business development practices.
Lead proposal strategy to deliver compelling, consistent, competitive responses to RFPs and client opportunities.
Oversee proposals, presentations, pitch decks, case studies, and collateral.
Standardize proposal processes, templates, and content libraries to improve efficiency and win rates.
Partner with firm leaders on strategic pursuits, presentations, and competitive positioning.
Lead and develop a collaborative, innovative, high-performing marketing team.
Set team goals, performance expectations, and development opportunities.
Foster accountability, creativity, and service excellence.
Manage marketing vendors, agencies, consultants, and partners.
Drive operational excellence through process improvement, automation, and project management.

Benefits

outstanding paid time off program (5 weeks)
16 paid holidays
remote/hybrid work flexibly
401(k) plan with firm contributions
tuition reimbursement program
100% employer paid parking
spot bonus program
CPA bonus
a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage.
tremendous growth and development opportunities to assist with both your personal and professional goals.
excellent advancement opportunities as well as advisor and mentor programs.
investment in training and technology.
flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote.
opportunities to explore different areas of practice.
opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.