Remote Portfolio Marketing Specialist

CohnReznick; Holmdel Township (NJ); Remote; USD 69,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Generous PTO

Parental benefits

Learning & development

Job summary

CohnReznick is seeking a Portfolio Marketing Specialist to join the Marketing team. The role supports integrated portfolio marketing programs, manages campaigns in Monday.com, and coordinates cross-functional teams including events and practice professionals.

The successful candidate will have 2+ years in professional services marketing, strong project coordination, and proficiency with marketing tools (Marketo, Dynamics, Monday.com, On24).

Qualifications

• Bachelor's degree in Marketing, Business, Communications, or 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 in a fast-paced environment.
• Excellent organizational skills with the ability to juggle multiple tasks with multiple stakeholders.
• Strong verbal and written communication skills.
• A team player who can collaborate with marketing and client service professionals at all levels.
• Superior Microsoft Office skills; familiarity with CRM platforms, Microsoft Teams, Marketing Automation, webinar platforms, and Marketing Project Management tools (Marketo, Microsoft Dynamics, Monday.com, On24) a plus.
• Copilot or other LLM experience, and willing to leverage LLMs

Responsibilities

• Support execution of integrated portfolio marketing programs, including 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.
• Coordinate internally with other marketing teams, practice professionals, business development team members, and external vendors to deliver content, list management, association coordination, advertising, public relations, and digital marketing initiatives efficiently and on brand.
• Collaborate with 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 aligned with objectives.
• Support internal marketing efforts by engaging industry and service line teams to support campaign activities, including driving engagement on social media and at events.
• Coordinate the review and approval processes to deliver marketing and sales collateral, and webpages; utilize DAM to maintain collateral including sell sheets, sales tools, datasheets, client references, webpages, and case studies.
• Support contract management, invoicing, budget tracking, CRM updates, DAM maintenance, and campaign performance reporting to measure marketing effectiveness and maintain accurate records.

Skills

Project coordination

Communication

Team collaboration

CRM platforms

Marketing automation

Monday.com

Data analysis

LLM experience

Education

Bachelor's degree in Marketing, Business, Communications, or related field

Tools

Marketo

Microsoft Dynamics

Monday.com

On24

Job description

CohnReznick is seeking a Portfolio Marketing Specialist to join the Marketing team. The role supports integrated portfolio marketing programs, manages campaigns in Monday.com, and coordinates cross-functional teams including events and practice professionals.

The successful candidate will have 2+ years in professional services marketing, strong project coordination, and proficiency with marketing tools (Marketo, Dynamics, Monday.com, On24).