Marketing Operations Specialist

Bill Good Marketing • South Jordan, UT

6d • Onsite

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 hold a high volume of recurring tasks across a large client portfolio without dropping any of them.
• Basic analytics literacy: ability to read open rates, click-through rates, and engagement numbers and have an informed conversation with a client about what they mean.
• Comfortable picking up new SaaS platforms without needing someone to walk you through every step.
• Clear writer, with clients and internally.

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.
• Serving as the primary point of contact for every client in your portfolio, handling questions, problems, and change requests.
• Maintaining contact lists, keeping data clean, managing stamp inventory for direct mail, and ensuring nothing falls through.
• Setting up new advisors from signed contract to first send.
• Acting as the last set of eyes before clients see campaigns.
• Generating quarterly performance reports for clients: open rates, click rates, unsubscribes.
• Flagging accounts that look at risk before they become problems.
• Building automation tools to reduce manual work, keep documentation current, and surface process gaps or compliance risks.

Benefits

• Salary: $42,000-$56,000 depending on experience
• Full health, dental, and vision benefits
• 401(k) with employer match
• Paid time off
• A small, fast-moving team where your work is visible and your contribution actually matters

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed