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Marketing and Business Development Associate

Company: Andersen
Location: San Mateo
Posted on: May 3, 2021

Job Description:

The Firm

At Andersen Tax LLC (Andersen), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a difference. Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development.

Once you join the team, you will become well-acquainted with our core values: Best-in-Class, Stewardship, Independence, Seamlessness, and Transparency. These are the qualities that define Andersen professionals.

Know that through our sustained growth and best-in-class service, we offer substantial long-term career opportunities and the tools necessary to be an emerging leader. If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen a name from the past, a firm for the future.

The Role

Andersen is looking for a tenacious, detail-oriented person who can coordinate, track and manage local marketing and business development activities in support of the firm's national strategies and business objectives. Our marketing strategy is reflective of our firm's level of services, highly focused on quality relationships with clients, referral sources, centers of influence, and internal relationships with our business development teams (including Managing Directors, management and the marketing team). Consequently, the ideal candidate will have experience working with diverse personality types and work styles. This position will be part of the national marketing team and will report to the Firmwide/National Marketing Director and the local Office Managing Director. The role requires 3-6 years of experience in a project management, marketing or business development strategy position in which he/she had sole responsibility for the development and management of a go-to-market program. This role does not have supervisory responsibility or support staff.


  • Optimize and implement national and local business development practices and strategies to ensure an increase in activity level.
  • Foster and develop relationships and work closely with local office management in their business development activities. This includes coordinating internal business development meetings, managing external events/relationship building activities, and enhancing the market activity of service line practitioners.
  • Design and execute strategies to ensure appropriate follow-up with marketing initiatives. Measure success against defined business goals (including tracking and analysis of activity and results).
  • Monitor market developments and trends and perform data analysis research to identify opportunities within specific client segments. This will result in to the ability produce segmented targeting lists, lead development research and client data analysis.
  • Work closely with other members of the marketing team to facilitate information sharing and ensure seamless execution of business and service line processes.

The Requirements

  • 3-6 years of project management/marketing experience, preferably in professional services;
  • Bachelor's degree in marketing or communications or a related field;
  • Strategic and tactical marketing experience, including marketing planning and execution and project management;
  • Experience in writing and editing marketing materials as well as creating and working with spreadsheets, graphs and database management;
  • Expertise in MS Office suite (Excel, Word, PowerPoint, Outlook)
  • Self-motivated, autonomous, results oriented, detail oriented, and proactive;
  • Very strong attention to detail and effective project management skills;
  • Exceptional organizational skills and ability to prioritize numerous tasks and complete them to high standards under time constraints;
  • Demonstrated expertise in working with various key stakeholders, leveraging flexibility and superior decision making;
  • Excellent verbal and interpersonal skills. Must be able to interact and communicate with individuals at all levels, especially senior management;
  • Excellent writing skills and experience developing internal communications to enhance business development efforts;
  • Functions autonomously with a sense of urgency;
  • Comfortable with ambiguity and able to multi-task, prioritize workload and meet deadlines;
  • Ability to handle confidential information and sensitive situations in a reliable manner.Applicants must be currently authorized to work in the United States on a full-time basis.

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.


Keywords: Andersen, San Mateo , Marketing and Business Development Associate, Other , San Mateo, California

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