Marketing Automation Sr Specialist

📌 Core Information

🔹 Job Title: Marketing Automation Sr. Specialist

🔹 Company: BDO USA

🔹 Location: New York, NY

🔹 Job Type: Full time

🔹 Category: Marketing

🔹 Date Posted: May 20, 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 and implementing marketing automation programs adhering to the firm’s MAP standards and best practices.
• Collaborating with various marketing functions and IT/CRM team to support MAP initiatives.
• Proactively researching and suggesting improvements on current best practices and industry standards.

ASSUMPTION: This role requires a strong understanding of marketing automation, digital marketing, and CRM best practices. Candidates should have experience working with Marketo and other marketing automation platforms.

📋 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 and 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, attention to detail, and the ability to work both independently and on cross-functional teams.

🎯 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 (i.e., accounting, financial consulting, business advisory services and/or banking industries), 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 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.
• Experience with CMS software solutions, preferred.
• Data Visualization Tools like PowerBI, preferred.

ASSUMPTION: Candidates with a proven track record in marketing automation and a background in professional services are strongly encouraged to apply.

💰 Compensation & Benefits

Salary Range: National Range: $70,000 - $80,000. Maryland Range: $70,000 - $80,000. NYC/Long Island/Westchester Range: $70,000 - $80,000.

Benefits:

• Competitive benefits package including health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off and holidays.
• Tuition reimbursement program.
• Employee referral bonus program.

Working Hours: Full-time position with standard business hours. Overtime may be required as needed.

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. Actual compensation may vary based on the candidate’s qualifications and the company’s internal compensation structure.

📌 Applicant Insights

🔍 Company Context

Industry: Accounting. BDO USA is a member of the BDO International network, providing assurance, tax, and advisory services to middle market leaders.

Company Size: 10,001+ employees. As a large organization, BDO offers extensive resources and opportunities for career growth and development.

Founded: 1910. BDO has a long history and established reputation in the accounting industry.

Company Description:

• BDO is committed to cultivating a culture where people thrive every day, supporting the development of its people, the success of its clients, and the betterment of its communities.
• The business of BDO’s business is to help people thrive every day, providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services.
• BDO is the brand name for the BDO network and for each of the BDO Member Firms. BDO USA, P.C, a Virginia professional corporation, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms.

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’s extensive industry experience and global network make it an attractive choice for candidates seeking a stable and reputable employer.

📊 Role Analysis

Career Level: Mid-level. This role requires a combination of technical expertise and strategic thinking, with opportunities for growth and advancement within the marketing function.

Reporting Structure: This role reports directly to the Marketing Operations Manager and collaborates with various marketing functions and the IT/CRM team.

Work Arrangement: On-site, full-time position with standard business hours. Occasional overtime may be required.

Growth Opportunities:

• Progression to a Marketing Automation Manager or similar role with increased responsibilities and team leadership.
• Expansion into other marketing specializations, such as demand generation, campaign management, or marketing analytics.
• Career advancement within the broader BDO organization, including opportunities in other departments or international offices.

ASSUMPTION: Successful candidates will have a strong desire to learn and grow within the marketing function and the broader BDO organization.

🌍 Location & Work Environment

Office Type: Corporate office environment in a high-rise building in New York City.

Office Location(s): 330 N Wabash Ave, Chicago, IL 60611, US (headquarters); 100 Park Ave, New York, NY 10017, US (primary location for this role); additional offices nationwide.

Geographic Context:

• New York City offers a dynamic and diverse urban environment with numerous cultural, entertainment, and dining options.
• The city’s robust public transportation system makes it easy to commute to and from work.
• New York is a major hub for the accounting and finance industries, providing ample networking and professional development opportunities.

Work Schedule: Standard business hours with occasional overtime as needed. Flexible work arrangements may be available for qualified candidates.

ASSUMPTION: Candidates should be comfortable working in a fast-paced, urban environment and have the ability to commute to and from the office as needed.

💼 Interview & Application Insights

Typical Process:

• Online application submission and resume review.
• Phone or video screening with the hiring manager or HR representative.
• In-person or virtual interview with the Marketing Operations Manager and other relevant stakeholders.
• Background check and reference check for final candidates.
• Job offer and onboarding for the selected candidate.

Key Assessment Areas:

• Technical proficiency in Marketo and other marketing automation platforms.
• Strong analytical skills and data-driven decision-making abilities.
• Excellent communication and interpersonal skills, with a consultative approach to working with stakeholders.
• Proven project management skills and the ability to manage multiple projects simultaneously.
• Understanding of BDO’s business, marketplace, and value proposition.

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
• Demonstrate your understanding of BDO’s business and the specific requirements of the Marketing Automation Sr. Specialist position.
• Showcase your proficiency in Marketo and other marketing automation platforms through relevant examples and projects.
• Prepare for behavioral interview questions that assess your problem-solving skills, teamwork, and adaptability.

ATS Keywords: Marketing Automation, Marketo, CRM Systems, Data Quality, Campaign Management, Lead Nurturing, Segmentation, Analytical Skills, Project Management, Communication Skills, B2B Marketing, Digital Marketing, Data Visualization, Marketing Operations, Marketing Automation Platforms, Marketing Technology.

ASSUMPTION: Applicants should carefully review the job description and tailor their application materials to demonstrate their fit for the role and the company’s culture.

🛠️ Tools & Technologies

• Marketo
• MS Dynamics CRM
• PowerBI
• CMS software solutions (e.g., WordPress, Drupal)
• Google Analytics
• Social media platforms (e.g., LinkedIn, Twitter, Facebook)
• Email marketing platforms (e.g., Mailchimp, Constant Contact)

ASSUMPTION: Candidates should have experience with the tools and technologies listed and be comfortable learning and utilizing new platforms as needed.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Collaboration
• Excellence
• Innovation
• Inclusion
• Respect
• Stewardship

Work Style:

• BDO values a collaborative and inclusive work environment where employees are encouraged to share ideas and contribute to the company’s success.
• The company fosters a culture of continuous learning and professional development.
• BDO emphasizes work-life balance and offers flexible work arrangements for qualified candidates.

Self-Assessment Questions:

• How do you align with BDO’s core values, particularly Integrity and Collaboration?
• How comfortable are you working in a fast-paced, dynamic environment with multiple stakeholders?
• How do you approach continuous learning and professional development in your current role?

ASSUMPTION: Successful candidates will demonstrate a strong fit with BDO’s core values and be able to thrive in the company’s collaborative and inclusive work environment.

⚠️ Potential Challenges

• Working in a fast-paced, dynamic environment with multiple stakeholders may require strong time management and prioritization skills.
• The role may involve occasional overtime to meet project deadlines or support critical initiatives.
• Candidates may face competition from other experienced marketing automation professionals seeking similar roles.
• The role requires a strong understanding of BDO’s business, marketplace, and value proposition, which may have a learning curve for new hires.
• New York City’s high cost of living may present financial challenges for candidates relocating to the area.

ASSUMPTION: Candidates should carefully consider the potential challenges associated with this role and weigh them against the opportunities for growth and development within BDO.

📈 Similar Roles Comparison

• Marketing Automation Manager: This role may have more strategic responsibilities and team leadership, but less hands-on technical work.
• Marketing Operations Specialist: This role may focus more on day-to-day marketing operations tasks and less on campaign execution and automation program development.
• Demand Generation Specialist: This role may focus more on executing demand generation campaigns and less on marketing automation and operations initiatives.

ASSUMPTION: Candidates should carefully consider the differences between this role and similar marketing positions to ensure they are applying for the best fit for their skills and career goals.

📝 Sample Projects

• Developing and executing a targeted email campaign to generate leads for a new product launch.
• Creating and implementing a lead scoring model to improve lead quality and sales pipeline efficiency.
• Building and maintaining a nurture stream program to engage customers and prospects throughout the sales cycle.
• Integrating a new marketing automation platform with the company’s CRM system to streamline data management and improve campaign performance.

ASSUMPTION: Candidates should be prepared to discuss their relevant experience and accomplishments in marketing automation and campaign management during the interview process.

❓ Key Questions to Ask During Interview

• What are the most pressing marketing automation challenges facing the team currently, and how can this role help address them?
• How does this role collaborate with other marketing functions and the IT/CRM team to ensure cohesive campaign execution and optimization?
• What opportunities are there for professional development and growth within the marketing function and the broader BDO organization?
• How does BDO support work-life balance for its employees, particularly in this role?
• What are the key performance indicators (KPIs) for this role, and how are they tracked and measured?

ASSUMPTION: Candidates should use the interview process to gain a deeper understanding of the role, the team, and the company’s culture, and to assess their fit for the position.

📌 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 experience and skills for this role, demonstrating your understanding of BDO’s business and the specific requirements of the Marketing Automation Sr. Specialist position.
• Prepare for behavioral interview questions that assess your problem-solving skills, teamwork, and adaptability.
• Showcase your proficiency in Marketo and other marketing automation platforms through relevant examples and projects.
• Follow up with the hiring manager or HR representative within one week of submitting your application to confirm receipt and inquire about next steps in the interview process.

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