Marketing Coordinator

📌 Core Information

🔹 Job Title: Marketing Coordinator

🔹 Company: Platform Accounting Group

🔹 Location: Goleta, California

🔹 Job Type: On-site

🔹 Category: Marketing

🔹 Date Posted: April 16, 2025

🔹 Experience Level: Entry-level to 2 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Driving sales enablement projects with ERP partners (Sage 100, Sage X3, Sage Intacct, and Acumatica)
• Coordinating webinars, events, and co-marketing initiatives
• Maintaining and updating CRM and marketing automation platforms
• Monitoring and reporting on key performance indicators (KPIs)
• Supporting content creation and managing marketing assets

ASSUMPTION: This role requires a balance of strategic planning and tactical execution, with a focus on driving marketing efforts that support sales growth.

📋 Key Responsibilities

✅ Proactively engage with ERP partners to drive sales enablement projects

✅ Coordinate webinars, events, and co-marketing initiatives with partners

✅ Maintain and update CRM and marketing automation platforms

✅ Monitor and report on KPIs to enhance marketing ROI

✅ Assist in managing and optimizing marketing assets

✅ Support content creation for various marketing channels

✅ Analyze campaign performance and identify trends and opportunities

✅ Research competitors and industry trends to inform campaign strategies

ASSUMPTION: This role involves a mix of independent work and collaboration with various teams, requiring strong organizational skills and attention to detail.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 0-2 years of experience in marketing, preferably in a B2B environment

Required Skills:

• Strong understanding of marketing principles and practices
• Passion for prioritizing customer experience and strong customer service skills
• Proficiency with MS Office Suite and willingness to learn new CRM tools
• Experience with email marketing platforms and marketing automation tools
• Experience with social media management and content creation
• Ability to work independently and as part of a team
• Commitment to continuous improvement, teamwork, and collaboration

Preferred Skills:

• Experience with HubSpot, ConnectWise, or Salesforce
• Familiarity with ERP software (Sage 100, Sage X3, Sage Intacct, Acumatica)

ASSUMPTION: Candidates with experience in B2B marketing and familiarity with ERP software may have an advantage in this role.

💰 Compensation & Benefits

Salary Range: $45,000 - $60,000 per year (based on experience level and industry standards for Marketing Coordinators in California)

Benefits:

• Paid medical benefits
• 401(k)
• Professional development opportunities, including training and certifications

Working Hours: Full-time (40 hours per week), with flexible work arrangements available where possible

ASSUMPTION: The salary range provided is an estimate based on industry standards for Marketing Coordinators in California. Actual compensation may vary based on the candidate's experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Accounting

Company Size: 501-1,000 employees

Founded: 2015

Company Description:

• Platform Accounting Group is a nation-wide group of professional service firms offering enterprise-grade resources and support to local accounting and professional services teams
• The company focuses on preserving the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century
• Platform Accounting Group provides services in tax, attest, outsourced accounting, ERP consulting, and wealth management

Company Specialties:

• Accounting Firm Management
• Tax Advisory
• Small Business Consulting

Company Website: http://platformag.com

ASSUMPTION: Platform Accounting Group's unique business model allows for more flexible work arrangements, providing employees with a better work-life balance.

📊 Role Analysis

Career Level: Entry-level to mid-level marketing role

Reporting Structure: The Marketing Coordinator will report directly to the Marketing Manager and work closely with technical consultant leaders, ERP partners, and third-party marketing agencies

Work Arrangement: This role is on-site in the Goleta / Santa Barbara, CA area, with flexible work arrangements available where possible

Growth Opportunities:

• Progression to a Marketing Manager or Senior Marketing role as the company continues to grow
• Expanding skills and expertise in various marketing channels and ERP software
• Potential opportunities to work with different teams and on various projects within the Platform Accounting Group

ASSUMPTION: As the company continues to grow, there will be ample opportunities for the Marketing Coordinator to take on more responsibilities and advance their career.

🌍 Location & Work Environment

Office Type: On-site in the Goleta / Santa Barbara, CA area

Office Location(s): 70 Santa Felicia Dr, Goleta, CA 93117

Geographic Context:

• The Goleta / Santa Barbara area offers a pleasant Mediterranean climate, with mild winters and warm, dry summers
• The area is known for its natural beauty, with beaches, mountains, and hiking trails nearby
• The Goleta / Santa Barbara area has a vibrant arts and culture scene, with numerous museums, galleries, and festivals throughout the year

Work Schedule: Full-time (40 hours per week), with flexible work arrangements available where possible

ASSUMPTION: The Goleta / Santa Barbara area offers a high quality of life, with a pleasant climate and numerous cultural attractions.

💼 Interview & Application Insights

Typical Process:

• Online application and resume submission
• Phone or video screening with the HR department
• In-person or virtual interview with the Marketing Manager and/or other team members
• Final interview with the hiring manager or a panel of team members
• Background check and offer extension

Key Assessment Areas:

• Marketing knowledge and skills
• Customer service and communication abilities
• Problem-solving and analytical thinking
• Adaptability and willingness to learn new tools

Application Tips:

• Tailor your resume to highlight relevant marketing experience and skills
• Prepare examples of successful marketing campaigns or projects you've worked on
• Demonstrate your understanding of the company and the role during the interview
• Show enthusiasm for the opportunity to work in a growing, dynamic environment

ATS Keywords: Marketing Coordinator, Marketing Principles, Customer Experience, Customer Service, MS Office Suite, CRM Tools, Email Marketing, Marketing Automation, Social Media Management, Content Creation, Teamwork, Collaboration

ASSUMPTION: Applicants should focus on demonstrating their marketing skills and experience, as well as their ability to work well with others and adapt to new tools and environments.

🛠️ Tools & Technologies

• MS Office Suite (Word, Excel, PowerPoint)
• CRM tools (HubSpot, ConnectWise, Salesforce)
• Email marketing platforms (e.g., Mailchimp, Constant Contact)
• Marketing automation tools (e.g., HubSpot, Marketo)
• Social media management tools (e.g., Hootsuite, Buffer)
• Google Analytics

ASSUMPTION: The Marketing Coordinator will be expected to learn and utilize various marketing tools and platforms to effectively manage and execute marketing campaigns.

👔 Cultural Fit Considerations

Company Values:

• Preserve the dynamics of small firm culture
• Incorporate technology and connectedness
• Do what’s right for the industry and clients

Work Style:

• Collaborative and team-oriented
• Focused on continuous improvement
• Adaptable and willing to learn new tools and skills

Self-Assessment Questions:

• Do you thrive in a collaborative, team-oriented environment?
• Are you committed to continuous learning and improvement?
• Are you comfortable working with new tools and adapting to change?

ASSUMPTION: Applicants who align with Platform Accounting Group's values and work style will be more likely to succeed in this role and contribute to the company's growth.

⚠️ Potential Challenges

• Managing multiple projects and deadlines simultaneously
• Working with diverse teams, including technical consultant leaders, ERP partners, and third-party marketing agencies
• Keeping up with the latest marketing trends and tools
• Adapting to a dynamic, growing environment

ASSUMPTION: The Marketing Coordinator must be organized, adaptable, and able to manage multiple priorities to succeed in this role.

📈 Similar Roles Comparison

• Marketing Coordinator vs. Marketing Specialist: The Marketing Coordinator role focuses more on driving sales enablement projects and coordinating with ERP partners, while the Marketing Specialist role may involve more hands-on content creation and campaign execution
• Marketing Coordinator vs. Marketing Manager: The Marketing Coordinator role reports to the Marketing Manager and focuses on tactical execution, while the Marketing Manager role involves strategic planning and team leadership
• Marketing Coordinator vs. Sales Development Representative: The Marketing Coordinator role focuses on driving marketing efforts to support sales growth, while the Sales Development Representative role involves prospecting and qualifying leads for the sales team

ASSUMPTION: Applicants should consider the differences between these related roles and choose the one that best aligns with their skills, experience, and career goals.

📝 Sample Projects

• Developing and executing a webinar series with ERP partners to educate potential clients on the benefits of their software
• Managing a co-marketing campaign with an ERP partner, including content creation, email marketing, and social media promotion
• Analyzing campaign performance data to identify trends and opportunities, and making data-driven recommendations to optimize future campaigns

ASSUMPTION: The Marketing Coordinator will have the opportunity to work on a variety of projects that support the company's growth and help establish Platform Accounting Group as a leader in the accounting industry.

❓ Key Questions to Ask During Interview

• What are the most important priorities for this role in the first 30, 60, and 90 days?
• How does this role collaborate with other teams, such as technical consultant leaders and ERP partners?
• What opportunities are there for professional development and growth within the company?
• How does Platform Accounting Group support work-life balance for its employees?
• What are the biggest challenges facing the marketing team, and how can this role help address them?

ASSUMPTION: Applicants should ask thoughtful questions that demonstrate their interest in the role and help them better understand the company's culture and priorities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant marketing experience and skills
• Prepare examples of successful marketing campaigns or projects you've worked on
• Demonstrate your understanding of the company and the role during the interview
• Show enthusiasm for the opportunity to work in a growing, dynamic environment
• Follow up with the hiring manager one week after the interview to express your continued interest in the position

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