Marketing Operations Specialist
Bill Good Marketing•South Jordan, UT
•$42,000 - $56,000•Remote
About The Position
Dozens of financial advisors across the country trust BGM to keep their marketing running. You'd be the person who makes sure it actually does. BGM's Presence service handles monthly email campaigns, direct mail, social media scheduling, and website updates for a portfolio of 30+ financial advisory clients. This role owns that entire operation. If you like systems, catch errors before anyone asks you to, and feel genuine satisfaction when a campaign goes out clean and on time, keep reading. This is an execution and coordination role, not a creative one.
Requirements
- Hands-on experience with an email platform (Mailchimp, Constant Contact, ActiveCampaign, or similar), including building campaigns, managing lists, and working through deliverability issues.
- Experience with social media scheduling tools (Hootsuite, Later, PromoRepublic, or similar).
- Strong attention to detail.
- Ability to manage a high volume of recurring tasks across a large client portfolio without dropping any of them.
- Basic analytics literacy: ability to read and interpret open rates, click-through rates, and engagement numbers.
- Comfortable picking up new SaaS platforms independently.
- Clear writing skills for both client and internal communication.
Nice To Haves
- Familiarity with financial services compliance.
- Experience with direct mail production workflows.
Responsibilities
- Configuring and launching monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements.
- Coordinating with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery.
- Managing social media scheduling and website updates in parallel with other tasks.
- Serving as the primary point of contact for clients in the portfolio, addressing questions, problems, and change requests.
- Maintaining client contact lists and ensuring data cleanliness.
- Managing stamp inventory for direct mail.
- Onboarding new advisors by setting them up from contract to first send.
- Performing final reviews of campaigns before client submission.
- Generating quarterly performance reports for clients, including open rates, click rates, and unsubscribes.
- Identifying and flagging at-risk accounts.
- Building automation tools to reduce manual work.
- Keeping documentation current.
- Surfacing process gaps or compliance risks.
Benefits
- Full health, dental, and vision benefits
- 401(k) with employer match
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
