Marketing Operations Specialist

Mowery & Schoenfeld LLC•Lincolnshire, IL
•$80,000 - $100,000•Hybrid

About The Position

Mowery & Schoenfeld is seeking a versatile and self-motivated Marketing Operations Specialist to join their marketing team. This role will manage and optimize the firm's marketing technology, CRM, automation, and project management infrastructure, while supporting digital marketing and website initiatives. The specialist will serve as the team’s HubSpot expert and a key administrator of Monday.com, responsible for maintaining data quality, supporting pipeline management, building automated marketing programs, streamlining workflows, and delivering meaningful marketing insights. The ideal candidate combines technical expertise, analytical thinking, and creative problem-solving skills to help the marketing team operate more efficiently and drive measurable business results. As a member of a dynamic and collaborative marketing team, the individual will be involved in projects from start to finish, gain valuable new skills, and actively contribute wherever needed. The firm is committed to professional development, offering ongoing mentorship and growth opportunities. A proactive, team-first attitude is essential for success. This role reports to the Director of Marketing.

Requirements

  • Bachelor's degree in Marketing, Business, Communications, or a related field.
  • 3+ years of experience in marketing operations, marketing automation, CRM administration, or digital marketing.
  • Hands-on experience with HubSpot or similar CRM and marketing automation platform.
  • Experience building automated workflows, nurture campaigns, email marketing programs, and landing pages.
  • Experience with project management platforms such as Monday.com, Asana, or similar tools.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent attention to detail and ability to manage multiple priorities.
  • Strong written and verbal communication skills.
  • Ability to work a hybrid schedule out of our Lincolnshire, IL headquarters.

Nice To Haves

  • HubSpot certifications and experience serving as a HubSpot administrator.
  • Experience with Monday.com administration, workflow design, and automation.
  • Knowledge of WordPress or other CMS, Google Analytics, Google Tag Manager, and marketing attribution reporting.
  • Experience supporting lead management, sales pipeline reporting, and business development initiatives.
  • Familiarity with SEO, conversion rate optimization, and paid media performance analysis.
  • Experience working in a professional services, consulting, accounting, or other B2B environment.

Responsibilities

  • Serve as the primary administrator of HubSpot, ensuring data accuracy, consistency, and usability across contacts, companies, and pipeline records.
  • Manage CRM governance, audience segmentation, reporting, integrations, and workflow development alongside IT stakeholders.
  • Support lead management, pipeline visibility, and business development tracking.
  • Provide ongoing training and support to promote widespread adoption and effective utilization across marketing and key stakeholders.
  • Build and optimize automated marketing, lead nurture, and client onboarding journeys.
  • Develop workflows, lead scoring models, and lifecycle management processes that improve engagement and operational efficiency.
  • Identify opportunities to automate manual marketing and business development activities.
  • Build and execute email marketing campaigns and marketing automation programs.
  • Create and optimize landing pages, forms, and conversion paths.
  • Manage paid social campaigns and collaborate with external agencies to oversee paid search performance. Help hold agency partners accountable for performance.
  • Ensure campaigns are effectively tracked, measured, and optimized to drive qualified leads and business growth.
  • Develop dashboards and reports that measure marketing performance, lead generation, pipeline contribution, and ROI.
  • Analyze campaign, website, and CRM data to identify trends and improvement opportunities.
  • Provide actionable insights and recommendations to marketing and firm leadership.
  • Serve as the marketing team's Monday.com administrator and subject matter expert.
  • Develop project templates, dashboards, automations, and workflows that improve planning, collaboration, and accountability.
  • Standardize processes, promote adoption of marketing technologies, and drive continuous operational improvements.
  • Support website enhancements, landing page development, SEO initiatives, and conversion optimization efforts.
  • Manage marketing technology tools, tracking implementation, and platform improvements that support firm growth.

Benefits

  • Comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, and business advisory services.
  • Opportunities to support community through M&S Cares program.
  • Supportive environment focused on growth.
  • Professional development opportunities.
  • Ongoing mentorship.
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