Marketing Strategist

This is your opportunity to help owners of accounting firms reach the ambitious goals they have set out to achieve.

Success is defined by:

• ROI: Successful creation of campaigns that deliver results for clients
• Responsiveness & speed: Making sure clients are heard, connected with, and get deliverables fast
• Care: Obsessed with client delight

What’s in it for you:

• Opportunity to lead, educate, and inspire business owners every day
• Challenge yourself with new marketing tools and AI (and how this translates into reality for business owners)
• Experiment with new ways to get results for clients
• Work together with a team of strategists
• Remote work (and in person events & workshops)

Experience:

• Proven ability to set, track, and adjust strategies based on ROI
• Numbered ROI results that you can point to as you have delivered specific marketing results - ideally for accountants and/or bookkeepers, and at least for small business owners
• Business ownership experience yourself (so you know how to empathise and relate to our clients)
• Autonomous: Able to create marketing strategies and campaigns independently, and assist with their execution
• Able to roll up your sleeves and create content, ads, or campaigns if needed
• Overall knowledge of SEO, PPC, social media, email marketing, and detailed marketing campaign elements; however, we support a deeper knowledge through training, on-the-job experience, and live projects

Bonus but not required:

• Experience working with accountants and bookkeepers
• Familiarity with accounting industry

Key skills:

• Big-picture strategy view: what approach are we recommending, and why?
• Strong analytical and problem-solving abilities - you regularly assess market conditions, client needs, and the best path forward
• ROI: Is the return on investment the client wants reasonable/achievable?
• Tactics: What specific actions will help the client achieve their desired ROI?
• Client-facing: Leading strategy for the clients you’re responsible for. You have support of the team, but the buck stops with you (and the responsibility sits with you)
• Budgeting & profitability: work with the Project Manager to determine profitability and ensure your projects and clients are overall profitable
• Integration of AI with all tasks: always looking for ways to do it faster, better, more efficiently. Experiment and propose AI-driven efficiencies to help you succeed in your role, with the bonus extra of helping the rest of the team succeed in theirs
• Leadership: Is an example to the other team members (and the clients) in all these areas
• Excellent communication and presentation skills
• Ability to mentor and guide other strategists on the core team - ie brand strategist, content strategist
• Contribute to PF’s strategy playbook by documenting case studies, processes, and best practices for use across the team.

Key attitudes:

• Obsessed with client care: Utterly determined to connect with, listen to, and deliver for clients - no matter what it takes
• Good judgment: Able to make the call on whether to insource or outsource; whether the client’s new idea is a good one or a distraction; identifying which to follow or not follow
• Collaboration: Willing and able to work with the internal & external team with patience, motivation, and firmness when needed
• Proactive problem solver: You don’t wait to be told what to do—you anticipate needs, spot gaps, and take action. You’re willing to fail if need be, so you take risks. You also fix your fails with speed and good judgment based on feedback
• Continuous learning: You crave constructive criticism. You want to know what you can do better and actively work to fix it (with a positive mindset and a willingness to change). You love the opportunity to experiment and try again. Your identity is not threatened by failure: you use it as a jumping off point to succeed and help your clients succeed
• Resilience and emotional intelligence (no drama): ability to work collaboratively with all types of people, at times in stressful situations, and remain calm and provide good guidance

Tasks & Responsibilities:

• Direct marketing strategy for all clients you are responsible for
• Lead Foundational strategy sessions from start to finish
• Hold sales calls and meetings as needed
• Review the client experience dashboard regularly and ensure all clients are receiving the services they want and need
• Create (and collaborate with the team on) marketing campaigns including detailed planner for individual clients - strategy documents, briefs, client plans, and reporting
• Track and interpret marketing data to report on campaign performance and ROI; share insights and strategic recommendations with clients.
• Adapting strategies over time (ie if a campaign underperforms, responsible for iterating or course-correcting the plan)
• Actively checking execution (copy, design, delivery). Review content, design, web, and other creative work before it goes to the client
• Maintain regular communication with assigned clients through meetings, check-ins, and reporting to ensure alignment and satisfaction.
• Provide strategic support for outsourced/partnered suppliers to ensure the work delivered fits the client strategy & needs and delivers a result
• Educate and inspire the rest of the team on how marketing and business strategy affects every part of the marketing we do
• Work independently as well as cooperatively with the remainder of the team and outsourcers to meet deadlines and stay within budget on simultaneous projects. Continuously review the efficiency and profitability of these systems, and provide data as required
• Proactively examine existing processes, identify flaws, and create solutions that improve our marketing strategy, as well as the client experience. Research, test and implement new processes where relevant
• Full ownership of the client relationship
• Leadership of internal client meetings, as well as team meets as needed. Responsible for setting agendas & following up
• Coach other strategists, lead coaching sessions for clients, lead retrospectives, and provide feedback on other team members' strategy work