Portfolio Marketing Specialist

CohnReznick; Charlotte (NC); Remote; USD 65,000 - 85,000; Full time

Job summary

CohnReznick, a leading national professional services firm, is seeking a Portfolio Marketing Specialist to join the Marketing team. You will support integrated portfolio marketing programs, manage campaign plans in Monday.com, coordinate with practice professionals and vendors, and help drive engagement, pipeline development, and brand visibility.

You'll bring a marketing degree and 2+ years in B2B professional services, strong project coordination, communication skills, and proficiency with

Qualifications

• Bachelor's degree in Marketing, Business, Communications, or a related field.
• 2+ years of professional services work experience; accounting, law or consulting firm experience a plus.
• Understanding of B2B marketing required, experience with professional services marketing preferred.
• Strong project coordination, critical thinking, and problem-solving skills.
• Self-starter with an inquisitive mindset and the demonstrated ability to work independently and confidently in a fast-paced, deadline-driven environment.
• Excellent organizational skills, attention to detail, and the proven ability to juggle multiple tasks with multiple stakeholders.
• Strong verbal and written communication skills.
• A team player who can collaborate effectively with marketing and client service professionals at all levels of the organization.
• Superior Microsoft Office skills; familiarity with CRM platforms, Microsoft Teams, Marketing Automation, webinar platforms, and Marketing Project Management (e.g., Marketo, Microsoft Dynamics, Monday.com, On24) a plus.
• Copilot or other LLM experience, and willingness to leverage LLMs.

Responsibilities

• Support execution of integrated portfolio marketing programs, which include market research, digital marketing, sponsorships and events, content marketing, referral marketing, and targeted campaigns that advance visibility, engagement, and pipeline development.
• Maintain campaign plans, timelines, calendars and trackers in Monday.com and related systems to ensure project visibility, deadline accountability, and alignment across marketing, business development, and practice stakeholders. in Monday.com, trackers
• Coordinate internally with other marketing teams, practice professionals, business development team members, and external vendors as needed to deliver content, list management, management, association coordination, advertising, public relations, and digital marketing initiatives efficiently and on brand.
• Collaborate with CohnReznick's events team to ensure seamless webinar, trade show, sponsorship and hosted event coordination and logistics support; help track follow-up activities and update prospect, COI, and client lists in CRM.
• Monitor progress, risks, next steps, and stakeholder responsibilities for active marketing initiatives, providing timely updates that keep projects on deadline and accountable to agreed objectives.
• Support internal marketing efforts by engaging industry and service line teams to support campaign activities, including driving engagement on social media and to events.
• Coordinate the review and approval processes to deliver marketing and sales collateral, and webpages; utilize our Digital Asset Management (DAM) system to maintain collateral including sell sheets, sales tools, datasheets, client references, web pages and case studies.
• Support contract management, invoicing, budget tracking, CRM updates, DAM maintenance, and campaign performance reporting to help measure marketing effectiveness and maintain accurate operational records.

Skills

Project coordination

Critical thinking

Problem solving

Organizational skills

Communication

Team player

Microsoft Office

CRM familiarity

Marketing automation

Webinar platforms

Project management tools

LLM experience

Education

Bachelor's degree in Marketing

Tools

Marketo

Microsoft Dynamics

Monday.com

On24

CRM platforms

Microsoft Teams

Marketing Automation

Job description

Job Description

As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Portfolio Marketing Specialist to join our Marketing team. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for projects, team meetings, or trainings.

ABOUT THE FIRM

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

YOUR TEAM

Reporting to the Portfolio Marketing Manager, the Marketing Specialist executes high-impact marketing activities and supports integrated portfolio marketing programs that strengthen market visibility, drive engagement and lead generation, and connect marketing execution to industry and service-line growth priorities. The successful Marketing Specialist will be well versed in project management, campaign coordination across owned, earned, and paid channels, and stakeholder collaboration with practice professionals, business development, and marketing teams to keep initiatives moving from planning through execution and performance reporting.

WHY COHNREZNICK?

At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE

Responsibilities include but not limited to:

• Support execution of integrated portfolio marketing programs, which include market research, digital marketing, sponsorships and events, content marketing, referral marketing, and targeted campaigns that advance visibility, engagement, and pipeline development.
• Maintain campaign plans, timelines, calendars and trackers in Monday.com and related systems to ensure project visibility, deadline accountability, and alignment across marketing, business development, and practice stakeholders. in Monday.com, trackers
• Coordinate internally with other marketing teams, practice professionals, business development team members, and external vendors as needed to deliver content, list management, management, association coordination, advertising, public relations, and digital marketing initiatives efficiently and on brand.
• Collaborate with CohnReznick's events team to ensure seamless webinar, trade show, sponsorship and hosted event coordination and logistics support; help track follow-up activities and update prospect, COI, and client lists in CRM.
• Monitor progress, risks, next steps, and stakeholder responsibilities for active marketing initiatives, providing timely updates that keep projects on deadline and accountable to agreed objectives.
• Support internal marketing efforts by engaging industry and service line teams to support campaign activities, including driving engagement on social media and to events.
• Coordinate the review and approval processes to deliver marketing and sales collateral, and webpages; utilize our Digital Asset Management (DAM) system to maintain collateral including sell sheets, sales tools, datasheets, client references, web pages and case studies.
• Support contract management, invoicing, budget tracking, CRM updates, DAM maintenance, and campaign performance reporting to help measure marketing effectiveness and maintain accurate operational records.

YOUR EXPERIENCE

The successful candidate will have:

• Bachelor's degree in Marketing, Business, Communications, or a related field.
• 2+ years of professional services work experience; accounting, law or consulting firm experience a plus.
• Understanding of B2B marketing required, experience with professional services marketing preferred.
• Strong project coordination, critical thinking, and problem-solving skills.
• Self-starter with an inquisitive mindset and the demonstrated ability to work independently and confidently in a fast-paced, deadline-driven environment.
• Excellent organizational skills, attention to detail, and the proven ability to juggle multiple tasks with multiple stakeholders.
• Strong verbal and written communication skills.
• A team player who can collaborate effectively with marketing and client service professionals at all levels of the organization.
• Superior Microsoft Office skills; familiarity with CRM platforms, Microsoft Teams, Marketing Automation, webinar platforms, and Marketing Project Management (e.g., Marketo, Microsoft Dynamics, Monday.com, On24) a plus.
• Copilot or other LLM experience, and willingness to leverage LLMs.

In addition, please take a moment to review our Universal Job Standards.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.

To learn more about life at CohnReznick, visitLife at CohnReznick

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail]. Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.