Marketing Automation Sr Specialist

📌 Core Information

🔹 Job Title: Marketing Automation Sr Specialist

🔹 Company: BDO USA

🔹 Location: Jacksonville, FL

🔹 Job Type: Full time

🔹 Category: Marketing

🔹 Date Posted: June 6, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Supporting programmatic and operational initiatives within the firm’s marketing automation platform (MAP) Marketo.
• Executing demand generation campaigns and supporting marketing operations initiatives.
• Creating marketing automation programs and implementing best practices.
• Collaborating with various marketing functions to ensure cohesive creation, execution, and testing/optimization strategy.

ASSUMPTION: This role requires a strong understanding of marketing automation and CRM best practices, as well as the ability to work both independently and on cross-functional teams.

📋 Key Responsibilities

✅ Supports marketing operations initiatives related to lead lifecycle, lead scoring, lead nurturing, segmentation, and data hygiene.

✅ Builds marketing automation programs adhering to the firm’s MAP standards and best practices.

✅ Creates and executes marketing campaigns in Marketo, the firm’s marketing automation platform (MAP).

✅ Builds and maintains nurture stream programs for regular communication with customers and prospects.

✅ Supports marketing automation integration with CRM and assists in the integration of additional platforms into the marketing automation platform.

✅ Monitors and maintains data quality within the MAP database.

✅ Tracks and measures program objectives.

✅ Creates and monitors reports on marketing programs and business results.

✅ Reviews and conducts thorough QA testing on Marketo programs.

✅ Collaborates with various marketing functions to ensure there is a cohesive creation, execution, and testing/optimization strategy to increase engagement and meet program goals.

✅ Assists in the creation of marketing assets such as emails, landing pages, forms, smart campaigns, and reports within Marketo, including templates for use by others within the marketing function.

✅ Collaborates with IT and CRM team to support MAP initiatives.

✅ Supports targeted audience pulls and success tracking according to campaign requirements.

✅ Documents and communicates best practices and firm requirements for the MAP.

✅ Proactively researches and suggests improvements on current best practices and industry standards.

✅ Trains marketing resources on how to run reports and accomplish basic tasks within the MAP.

✅ Other duties as required.

ASSUMPTION: This role requires strong analytical skills and the ability to work in a deadline-driven environment while handling multiple projects simultaneously.

🎯 Required Qualifications

Education: High School Diploma or GED, required. Bachelor’s degree, preferred; focus in Marketing, Communications, Information Technology, Business, Accounting, or Finance, preferred.

Experience: Three (3) or more years of marketing or communications experience, required. Experience working within a professional services environment, preferred.

Required Skills:

• Extensive experience with Marketing Automation Platforms, required; prior experience with Marketo, preferred.
• Experience with CRM systems, required; prior experience with MS Dynamics, preferred.
• Strong knowledge of digital marketing, marketing automation, and CRM best practices.
• Strong knowledge of analytical methodologies for optimizing and evaluating campaigns.
• Strong analytical skills and ability to work both independently and on cross-functional teams.
• Aptitude for logic expressions and workflow construction.
• Excellent project management skills and organizational skills, and a proven success of managing to a deadline.
• Displays superior verbal and written communication skills.
• Ability to work in a deadline-driven environment while handling multiple projects simultaneously and managing process and service providers (internal and external) to accomplish desired results.
• Ability to successfully multi-task while working independently or within a group environment.
• Ability to understand and communicate BDO business, marketplace, and value proposition.
• Strong interpersonal and client service skills, consultative approach to working with marketing and client service professionals at all levels.
• Knowledge of B2B marketing strategies and tactics and their application in a professional services organization.

Preferred Skills:

• Marketo Certified Expert (MCE), preferred.

ASSUMPTION: This role requires a strong understanding of marketing automation and CRM systems, as well as the ability to work both independently and on cross-functional teams.

💰 Compensation & Benefits

Salary Range: $70,000 - $80,000 per year

Benefits:

• Competitive benefits package
• 401(k) with company match
• Health, dental, and vision insurance
• Paid time off and holidays
• Tuition reimbursement

Working Hours: Full-time position with standard business hours (Monday-Friday, 9:00 AM - 5:00 PM). Occasional overtime may be required to meet project deadlines.

ASSUMPTION: The salary range provided is based on industry standards for a Marketing Automation Sr. Specialist role in the Jacksonville, FL area. Actual compensation may vary based on factors such as the candidate’s qualifications, experience, and the company’s performance.

📌 Applicant Insights

🔍 Company Context

Industry: Accounting

Company Size: 10,000+ employees

Founded: 1910

Company Description:

• BDO is a global network of public accounting, tax, and advisory firms.
• The firm provides assurance, tax, and advisory services to a wide range of clients, from public and private companies to non-profit organizations.
• BDO is committed to helping clients achieve their goals and thrive in today’s ever-changing world.

Company Specialties:

• Assurance Services
• Tax Services
• Consulting Services
• Private Client Tax Services
• Transaction Advisory Services
• Government Contracting
• Advisory Services
• Nonprofit & Education
• Technology
• and Innovation & Transformation

Company Website: http://www.bdo.com

ASSUMPTION: BDO is a large, global organization with a wide range of services and expertise. This role is part of the firm’s marketing function, which plays a critical role in driving business growth and client engagement.

📊 Role Analysis

Career Level: Mid-level

Reporting Structure: This role reports directly to the Marketing Operations Manager.

Work Arrangement: On-site, full-time position with standard business hours and occasional overtime as needed.

Growth Opportunities:

• Potential to advance to a Marketing Automation Manager role as the firm continues to grow and expand its marketing automation capabilities.
• Opportunities to work on diverse projects and gain exposure to various aspects of the marketing function.
• Chance to develop leadership skills by mentoring junior team members and contributing to team goals.

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to advance within the marketing function and gain exposure to various aspects of the business.

🌍 Location & Work Environment

Office Type: Corporate headquarters

Office Location(s): 330 N Wabash Ave, Chicago, IL 60611, US (global headquarters); 100 Park Ave, New York, NY 10017, US (regional headquarters); 2600 W Big Beaver Rd, Troy, MI 48084, US (regional office); 5550 Executive Dr, Tampa, FL 33609, US (regional office)

Geographic Context:

• Jacksonville, FL is the most populous city in the state and is known for its mild climate, beautiful beaches, and vibrant cultural scene.
• The Jacksonville office is located in the city’s Southbank Riverwalk district, offering easy access to shopping, dining, and entertainment options.
• The city is home to a diverse range of industries, including finance, healthcare, and logistics, providing ample opportunities for professional growth and development.

Work Schedule: Standard business hours (Monday-Friday, 9:00 AM - 5:00 PM) with occasional overtime as needed.

ASSUMPTION: The Jacksonville office offers a dynamic and collaborative work environment, with ample opportunities for professional growth and development. The city’s diverse industries and vibrant cultural scene provide a unique and engaging backdrop for this role.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR team
• In-depth interview with the hiring manager and team members
• Final interview with the Marketing Operations Director
• Background check and offer extension

Key Assessment Areas:

• Technical skills in marketing automation and CRM systems
• Analytical and problem-solving skills
• Communication and interpersonal skills
• Ability to work independently and in a team environment
• Understanding of BDO’s business, marketplace, and value proposition

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role.
• Include specific examples of your experience with marketing automation and CRM systems, as well as any relevant certifications (e.g., Marketo Certified Expert).
• Prepare for behavioral interview questions that focus on your problem-solving skills, communication style, and ability to work in a team environment.
• Research BDO’s business, industry, and competitors to demonstrate your understanding of the company and its market position.

ATS Keywords: Marketing Automation, Marketo, CRM Systems, Data Quality, Lead Nurturing, Campaign Management, Project Management, Analytical Skills, Digital Marketing, Segmentation, Communication Skills, Interpersonal Skills, B2B Marketing, Data Visualization, Quality Assurance, Training

ASSUMPTION: The application process for this role is competitive, and candidates should be prepared to demonstrate their technical skills, analytical thinking, and strong communication abilities.

🛠️ Tools & Technologies

• Marketo
• MS Dynamics CRM
• PowerBI
• Google Analytics
• Social media platforms (e.g., LinkedIn, Twitter, Facebook)
• Email marketing tools (e.g., Mailchimp, Constant Contact)
• Project management tools (e.g., Asana, Trello)

ASSUMPTION: This role requires proficiency in a range of marketing automation, CRM, and project management tools. Candidates should be comfortable learning and utilizing new technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Collaboration
• Excellence
• Inclusion
• Respect

Work Style:

• BDO values a collaborative and inclusive work environment, where team members are encouraged to share ideas and contribute to the firm’s success.
• The firm fosters a culture of continuous learning and professional development, with regular training and development opportunities.
• BDO values work-life balance and offers flexible work arrangements to support the needs of its employees.

Self-Assessment Questions:

• Do you align with BDO’s core values, particularly integrity and collaboration?
• Are you comfortable working in a fast-paced, dynamic environment with a strong focus on teamwork and collaboration?
• Do you thrive in a culture that prioritizes continuous learning and professional development?

ASSUMPTION: BDO values a diverse and inclusive work environment, where employees are encouraged to bring their unique perspectives and experiences to the table. Candidates should be prepared to demonstrate their alignment with the firm’s core values and commitment to fostering a collaborative and inclusive work culture.

⚠️ Potential Challenges

• Working in a fast-paced, dynamic environment with tight deadlines and competing priorities.
• Managing multiple projects simultaneously and balancing the needs of various stakeholders.
• Keeping up with the latest marketing automation and CRM technologies and best practices.
• Navigating a large, global organization with a complex structure and diverse range of services.
• Adapting to changes in the firm’s marketing strategy and priorities.

ASSUMPTION: This role presents unique challenges and opportunities for professional growth and development. Candidates should be prepared to adapt to a fast-paced, dynamic environment and embrace the firm’s commitment to continuous learning and improvement.

📈 Similar Roles Comparison

• This role is similar to a Marketing Automation Specialist or Marketing Operations Specialist role in a professional services firm.
• However, this role is unique in its focus on supporting programmatic and operational initiatives within the firm’s marketing automation platform, Marketo.
• This role offers significant growth potential and the opportunity to work on diverse projects and gain exposure to various aspects of the marketing function.

ASSUMPTION: While this role shares similarities with other marketing automation and marketing operations roles, its unique focus on supporting programmatic and operational initiatives within the firm’s marketing automation platform sets it apart.

📝 Sample Projects

• Developing and executing a targeted email campaign to drive event registrations.
• Creating and implementing a lead scoring model to improve lead quality and engagement.
• Building and maintaining a nurture stream program to keep customers and prospects engaged with the firm’s brand and services.
• Supporting the integration of a new CRM system with the firm’s marketing automation platform.
• Analyzing campaign performance data to optimize marketing programs and improve ROI.

ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and initiatives that a Marketing Automation Sr. Specialist may be involved in, from campaign execution and optimization to data analysis and system integration.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and dynamics within the marketing function?
• How does this role fit into the broader marketing strategy and priorities for the firm?
• What are the key challenges and opportunities facing the marketing function in the coming year?
• How does the firm support the professional development and growth of its marketing team members?
• What are the key performance indicators (KPIs) for this role, and how will my success be measured?

ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and commitment to understanding the firm’s marketing function and priorities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role, including specific examples of your experience with marketing automation and CRM systems.
• Prepare for behavioral interview questions that focus on your problem-solving skills, communication style, and ability to work in a team environment.
• Research BDO’s business, industry, and competitors to demonstrate your understanding of the company and its market position.
• Follow up with the hiring manager one week after your final interview to express your continued interest in the role and reiterate your qualifications.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.