Marketing and Office Manager
Bright Balance, Dallas, TX, United States
Bright Balance is a leading fractional accounting and finance firm specializing in providing financial clarity and strategic insights for growing businesses, with a strong focus on
SaaS, DSOs, Healthcare and Professional Services . We partner with businesses to help them scale efficiently through expert
FP&A, financial reporting, revenue cycle management, and CFO services . We’re looking for a
dynamic and results-driven Marketing & Office Manager
to elevate our brand, drive new business opportunities, and ensure smooth office operations. The Opportunity
This role is a blend of
strategic marketing execution
and
operational support , helping Bright Balance maintain a professional presence in the market while also ensuring office efficiency. The ideal candidate is both a creative marketer and a detail-oriented organizer who thrives in a fast-paced, growing firm. You will work closely with
Sales, Fractional Marketing Services, Bright Balance Marketing Team, and our Management team
to execute marketing initiatives and drive engagement. Key Responsibilities
Marketing & Outbound Sales
Develop and execute a multi-channel marketing strategy that increases visibility and drives inbound leads. Build and manage targeted account marketing campaigns for high-value prospects. Develop and maintain sales collateral development (presentations, one-pagers, case studies). Coordinate with the Media Company to develop and distribute video content. Evaluate SEO performance and adjust content strategy to improve rankings working with third party SEO vendor. Measure the ROI of advertising spend, making data-driven optimizations. Develop and execute outbound sales campaigns leveraging social media and outbound outreach to generate client or referral partner introduction calls for CEO, VP of Sales, or CFO Advisors. Market and build strategy for the acquisition of bookkeeping clients for small business offering. Create content and execute strategies, working alongside the existing team, for each platform: LinkedIn
– Thought leadership, industry insights, and professional engagement. Facebook
– Start this platform - Community building, client success stories, and event promotion. Instagram
– Start this platform and make it your own - Visual storytelling, behind-the-scenes content, and culture highlights. YouTube
- Assist in posting here in both short and long format. Thought leadership, industry insights and professional engagement. Manage content creation, scheduling, and engagement to increase brand reach. Events & Industry Engagement
Track the relationships with professional organizations and industry groups that our organization maintains (typically CFOs involvement in various organizations that can generate leads). Identify and track / plan, and support industry conferences, sponsorships, and networking events. Help remind the team to prepare in advance and get the most out of the event. Website & Digital Presence
Support the maintenance and updating of website collateral, helping ensure it reflects Bright Balance’s services and expertise. Work alongside the Marketing Team and developers to contribute to user-experience improvements. Office Management (Part-Time Duties)
Ensure office operations run smoothly, handling basic administrative tasks. Support internal team coordination and company events. Act as a liaison for vendors, office supplies, and operational logistics. Who You’ll Work With
Sales Team
– Align marketing strategies with sales goals. Bright Balance Marketing Team
– Optimize CRM and marketing automation workflows. Fractional Marketing Services Company
– Coordinate projects and relationships. Management Team
– Coordinate and execute specific marketing and sales needs. Qualifications & Experience
3+ years in
marketing, social media, or digital strategy , preferably in professional services. Strong experience with
LinkedIn, Facebook, Instagram ,
YouTube
and platform-specific strategies. Proficiency in
HubSpot (or similar CRM), SEO tools, and advertising platforms . Experience with
event coordination and industry partnerships . Ability to manage
multiple projects, track performance metrics, and adjust strategies accordingly . Strong communication and organizational skills with a self-starter mindset. Why Join Bright Balance?
Be a key player in a
growing, industry-focused financial firm . Work with a
collaborative, forward-thinking leadership team . Gain experience across multiple marketing channels and
shape the firm’s digital presence . Enjoy a
dynamic, entrepreneurial culture
where your work has a direct impact.
#J-18808-Ljbffr
SaaS, DSOs, Healthcare and Professional Services . We partner with businesses to help them scale efficiently through expert
FP&A, financial reporting, revenue cycle management, and CFO services . We’re looking for a
dynamic and results-driven Marketing & Office Manager
to elevate our brand, drive new business opportunities, and ensure smooth office operations. The Opportunity
This role is a blend of
strategic marketing execution
and
operational support , helping Bright Balance maintain a professional presence in the market while also ensuring office efficiency. The ideal candidate is both a creative marketer and a detail-oriented organizer who thrives in a fast-paced, growing firm. You will work closely with
Sales, Fractional Marketing Services, Bright Balance Marketing Team, and our Management team
to execute marketing initiatives and drive engagement. Key Responsibilities
Marketing & Outbound Sales
Develop and execute a multi-channel marketing strategy that increases visibility and drives inbound leads. Build and manage targeted account marketing campaigns for high-value prospects. Develop and maintain sales collateral development (presentations, one-pagers, case studies). Coordinate with the Media Company to develop and distribute video content. Evaluate SEO performance and adjust content strategy to improve rankings working with third party SEO vendor. Measure the ROI of advertising spend, making data-driven optimizations. Develop and execute outbound sales campaigns leveraging social media and outbound outreach to generate client or referral partner introduction calls for CEO, VP of Sales, or CFO Advisors. Market and build strategy for the acquisition of bookkeeping clients for small business offering. Create content and execute strategies, working alongside the existing team, for each platform: LinkedIn
– Thought leadership, industry insights, and professional engagement. Facebook
– Start this platform - Community building, client success stories, and event promotion. Instagram
– Start this platform and make it your own - Visual storytelling, behind-the-scenes content, and culture highlights. YouTube
- Assist in posting here in both short and long format. Thought leadership, industry insights and professional engagement. Manage content creation, scheduling, and engagement to increase brand reach. Events & Industry Engagement
Track the relationships with professional organizations and industry groups that our organization maintains (typically CFOs involvement in various organizations that can generate leads). Identify and track / plan, and support industry conferences, sponsorships, and networking events. Help remind the team to prepare in advance and get the most out of the event. Website & Digital Presence
Support the maintenance and updating of website collateral, helping ensure it reflects Bright Balance’s services and expertise. Work alongside the Marketing Team and developers to contribute to user-experience improvements. Office Management (Part-Time Duties)
Ensure office operations run smoothly, handling basic administrative tasks. Support internal team coordination and company events. Act as a liaison for vendors, office supplies, and operational logistics. Who You’ll Work With
Sales Team
– Align marketing strategies with sales goals. Bright Balance Marketing Team
– Optimize CRM and marketing automation workflows. Fractional Marketing Services Company
– Coordinate projects and relationships. Management Team
– Coordinate and execute specific marketing and sales needs. Qualifications & Experience
3+ years in
marketing, social media, or digital strategy , preferably in professional services. Strong experience with
LinkedIn, Facebook, Instagram ,
YouTube
and platform-specific strategies. Proficiency in
HubSpot (or similar CRM), SEO tools, and advertising platforms . Experience with
event coordination and industry partnerships . Ability to manage
multiple projects, track performance metrics, and adjust strategies accordingly . Strong communication and organizational skills with a self-starter mindset. Why Join Bright Balance?
Be a key player in a
growing, industry-focused financial firm . Work with a
collaborative, forward-thinking leadership team . Gain experience across multiple marketing channels and
shape the firm’s digital presence . Enjoy a
dynamic, entrepreneurial culture
where your work has a direct impact.
#J-18808-Ljbffr