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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Marketing Coordinator


Summary of Role:

Responsible for developing and deploying inbound/outbound marketing campaigns, as well as creating/designing (or working with our external creatives when necessary) resources for the marketing campaigns. The Marketing Coordinator plays an integral role in consolidating the various marketing duties shared across our company into one position, ensures there is a comprehensive strategy, and lead the charge in marketing communication on a day-to-day basis to build brand awareness and to provide our sales person with identified targets.

The "right person" will be self-guided, enjoying studying data and using our CRM system, and get excited about owning our marketing functions and taking our lead generation and brand awareness to the next level. This isn't a "cog in the machine" position, this is a chance to own and grow our marketing efforts and really put your stamp on something - eventually moving into a
Creative Director position with another staff person as the department grows.

You will work directly with executive team and CEO to understand the company's unique market/client, to familiarize yourself with what is working and not working currently, develop an overall initial strategy, and on an ongoing basis to obtain content or edits for marketing materials as needed.


Core Duties & Responsibilities:

  • Consistently implement marketing campaigns, measure results, adjust, repeat!
  • Learn and leverage current marketing channels
  • Ongoing maintenance of social media (LinkedIn/Vimeo/FaceBook, Twitter)
  • Preparation and distribution of press releases, email marketing, webinars, seminar materials
  • Maintain Hubspot CRM platform
  • Leverage website as lead conversion tool
  • Work with external vendors/partners to facilitate/streamline referrals
  • Champion internal branding
  • Help design client deliverables
  • Improve and develop branding of collateral


  • Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field
  • Familiar with the Microsoft Office, Adobe Creative Suite, Marketing Software
  • Experience with Salesforce is a plus, but not required
  • Experience with Campaign Management, preferred
  • Experience with B2B Marketing required

Employment: Full-time; Monday-Friday (7:00am-4:00pm or 8:00am-5:00pm)


  • Paid twice per month (1st and 15th)
  • 2 Weeks Paid Time Off
  • Holiday Pay, Birthdays off, Work Anniversaries off
  • 100% of Employee Medical/Dental insurance available
  • 401k participation
  • Direct Deposit
  • Annual bonuses
  • Annual Company sponsored trips
  • Quarterly Company sponsored activities
  • Free parking
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Contact us to apply

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