Marketing Director, Professional Services [JRP-08271]

Posted On: Aug 22, 2023
Company: McConnell & Jones

McConnell Jones is an Assurance, Tax and Consulting firm known for its innovative solutions, exceptional service, and dynamic growth. Our mission is to foster an environment where unique perspectives come together to enhance client solutions. We aim to be a catalyst for positive growth fostering an environment where unique perspectives come together to enhance client solutions. As the 2nd largest African American owned CPA firm in the U.S., we pride ourselves on the quality of our work, the tenure of our clients, and our own diversity—nearly two-thirds of our people are from an ethnically diverse background. The diversity of our people empowers the diversity of our client solutions, as captured by the firm’s tagline, Diverse Thinking | Unique Perspectives.

We are currently seeking a Marketing Director. In this role, you will be a visionary and you will drive our business development and marketing strategies to the next level. In addition, you will also collaborate closely with our partner and director group, leveraging our proven tools and methodologies while also bringing fresh insights to enhance continued success. The selected candidate will have a track record of achieving 20% annual growth over the past two years, and you will possess strong business development experience with a proven track record of driving growth, along with proficiency in marketing strategies and tactics.

We offer a hybrid and remote (determined by position) work arrangements available; Stipend reimbursement for home office equipment, cell phone and home internet; Paid Time Off (PTO) is awarded each pay period; 11 paid company holidays with 3 floating; Medical plan with HSA employer contribution, Dental, Vision available 1st of the month after start date; Company paid Long Term Disability; Company paid Life Insurance; Paid Parental Leave; 401k with company match up to 4% and 100% vested from day one; CPA and professional license & certification bonus; CPA exam review benefit with Becker CPA; Certification Reimbursement for CPA, CIA, CFE, CIS; CPE paid for 40 hours per year; Paid Volunteer Time Off; Fitness center available to Houston office employees; and Employee Referral bonus opportunities from $1,000 to $5,000 per hired referral.


  • Collaborate with partners to develop and maintain a top 10 target list for each service line, incorporating cross-geographical approaches to maximize market reach
  • Initiate outreach to prospective clients aligned with firm services, utilizing research, outreach, and CRM management
  • Leverage existing connections within the firm to engage decision makers and influencers
  • Lead the creation of compelling pitch and capabilities decks for initial prospect meetings
  • Collaborate with presentation teams to synthesize key “win themes” based on prospect research
  • Prepare data and discussion points for the seven monthly pipeline meetings for each practice niche using data from CRM
  • Meet with partners and others to ensure tasks & activities as part of the pursuit processes are being completed
  • Manage end-to-end proposal writing and submission for assurance, tax, consulting and advisory engagements
  • Supervise the production department’s proposal creation process, ensuring high-quality submissions (this also includes running the “go-no go” meeting using the firm template)
  • May contribute to proposal content as needed
  • In collaboration with the Managing Partner and Partner group, develop new approaches that will help the firm continue to grow and evolve its practices such as CAS 2.0, new service lines in assurance, tax, and consulting, and identifying traditional and nontraditional M&A targets
  • Provide guidance and coaching to the marketing and production teams to ensure smooth operations and growth
  • Ensure adherence to firm processes and reporting requirements, including timesheets and PTO reporting
  • Follow industry leading data and system security practices (as part of our compliance program)


  • Bachelor’s degree or master’s degree (Marketing, Public Relations, Communication or Journalism)
  • Minimum of 7 + years of experience
  • Marketing experience in professional services (ideally, marketing and business development experience specifically in public accounting)
  • Proven ability to train and motivate partners and professional staff to accomplish firm’s marketing goals
  • Proficiency in Microsoft Office applications (e.g., CRM Dynamics, Outlook, Word, Excel, PPT, Teams)
  • Client Relationship Management (CRM) experience
  • Superior business writing, editing and proofreading abilities
  • Outstanding communication skills, both verbal and written, will be critical as this role collaborates with various members of leadership in all service lines – assurance, tax, and consulting
  • Experience and familiarity with managing and planning strategy for social media accounts for an organization or business, including LinkedIn, Twitter, Facebook etc.
  • Experience using Google Analytics and social media analytics tools and the ability to adjust strategies based on results
  • Experience and background in SEO strategy and best practices
  • Decision-making abilities, accuracy and thoroughness, promptness, and dependability
  • Ability to gain confidence with prospects, clients, referral sources, and firm leadership
  • Well-developed interpersonal skills (ability to get along well with diverse personalities; tactful and flexible. Projects a professional manner and bearing)
  • Result- and profit-oriented with the ability to balance other business considerations
  • Participative management style, advocate of team concept
  • Website management and maintenance: Basic knowledge of WordPress and experience managing and maintaining websites is a plus
  • Previous experience in public accounting with audit, tax and consulting services lines is highly preferred

McConnell & Jones is an equal opportunity and affirmative action employer that does not discriminate in employment and ensures equal employment opportunity for all persons regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a qualified individual with a disability or Vietnam era or other protected veteran. McConnell & Jones policy applies to all terms and conditions of employment. To achieve our goal of equal opportunity, we maintain an affirmative action program through which we take good faith efforts to recruit, hire and advance in employment-qualified minorities, women, persons with disabilities, Vietnam era veterans, and other protected veterans.

Posted On

Aug 22, 2023


McConnell & Jones