The Senior Manager, Marketing Operations is responsible for operational functions such as budgeting, developing and overseeing policies and procedures, reporting, and iNet marketing content across the firm’s Marketing and Client Development departments. The Senior Manager must be a strategic, process-oriented self-starter. This position also requires a client-focused, service-oriented mentality. The position sits in the Marketing Department and oversees a Marketing Operations Specialist.
What you'll do:
Working with the Managing Director, Marketing and Communications, the Chief Client Development Officer, and all budget owners, develop department-wide budget for all marketing and client development expenses as part of the annual budget/planning process.
Oversee the update of monthly actual expenses against budget and produce dashboards and reports by business unit and function, using Quickbase.
Develop mid-year and year-end forecasts, working with all budget owners to understand actual and projected expenses.
Policies and Procedures
Working with the Office of the General Counsel and Marketing and Client Development Department leaders, ensure that Marketing and Client Development Department policies and procedures are current and adhere to firm, client and ethics requirements. Review and recommend changes; draft new policies and procedures as needed.
Work with functional area leaders to ensure that department processes are documented to ensure effective onboarding / training and knowledge transfer across team.
Serve as primary content manager for Marketing/Client Development Department iNet pages.
Ensure that current policies and procedures are current and easily located.
Provide easy access to key marketing materials and databases.
Ensure that all content is engaging, informative and up to date.
Client Development Tracking and Reporting
Working closely with the Marketing Systems team, assist the Client Development Directors in creating and implementing new client development reporting tools.
Track and provide monthly updates detailing business development activity and successes (win/loss ratios, referrals, return on networking investments, upcoming activities).
Working closely with the Marketing Systems team and Client Development Directors, develop and oversee processes and procedures for improved matter tracking activities for all business units. Ensure appropriate details are captured in the firm’s experience management system for easy output to proposal materials.
Oversee acquisition and documentation of client consent to use names, logos and matter descriptions in marketing materials.
Streamline and document best practices for responding to RFPs and tracking results.
Experience with Quickbase or Allocadia helpful.
New Hire Training – Marketing Bootcamp
Oversee Marketing Bootcamp curriculum. Work closely with each area of the department to reengineer new hire general training and keep outlines and materials updated.
Serve as department lead for firmwide contract process. Review all marketing contacts and coordinate legal review and contract signature/execution.
Educate and advise Marketing and Client Development Department members of policies, procedures and processes related to contracts process.
Operational Efficiency Projects
Identify areas of necessary improvement and initiate changes to Marketing and Client Development Department processes and procedures.
Work with Managing Director, Marketing and Communications and Chief Client Development Officer to implement process and policy changes to enhance departments’ overall efficiency.
Who you are:
10+ years of experience in a marketing operations role, ideally in an AmLaw 100 firm or other high-profile professional services organization.
Advanced skills in the Microsoft Office suite, in particular, Excel. Experience with Quickbase preferred.
Minimum BA, BS or degree equivalent.
Strong project management and process implementation skills.
Ability to work with, understand and interpret data and analytics.
Experience developing and managing budgets.
Flexibility and ability to work with a wide variety of people and projects in a collective and collaborative manner.
Ability to lead and manage in matrixed work environment.
Strong writing and editorial skills, with particular attention to detail.