FORVIS

Marketing & Business Developtment Data Coordinator

FORVIS  •  United States (Remote)  •  2 days ago
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Job Description

General information

Name

Marketing & Business Developtment Data Coordinator

Posting Title

Marketing Coordinator

Ref #

2237693

Date Published

Thursday, October 8, 2026

Close Date

01/08/2027

Job Category

Marketing & Business Development

Advertised Location

US-Remote

Working time

Full Time

Description & Requirements

The Data Coordinator will provide flexible, temporary support across the Marketing and Business Development (MBD) department during a period of organizational transition and evolving system needs. In conjunction with the Workday launch and the Workday/Workfront integration, the role may manually enter and validate proposal request information in Workfront. Additionally, this role will support CRM Data & Insights team functions and assist with priority items within the MBD Operational Excellence CRM workstream. Assignments will shift based on business needs, available capacity, and emerging process gaps. The role is best suited for someone who is highly organized, adaptable, comfortable working across systems and teams, attentive to data quality, and able to understand and follow firm UCX Standards to support consistent practices and user experience expectations.

What You Will Do:

  • Provide flexible support across proposal operations, Data & Insights, and the MBD Operational Excellence CRM workstream as priorities and capacity needs evolve
  • As needed, review proposal requests submitted through Workday and enter or validate corresponding information in Workfront using established guidance, field mappings, and quality-control procedures
  • Perform basic completeness checks on proposal request data and supporting materials; document questions or exceptions and route them to the appropriate team member for resolution
  • Assist the CRM Data & Insights team (including the MBD Operational Excellence CRM workstream) with defined data-cleanup and data-quality activities, such as reviewing records, researching discrepancies, standardizing information, documenting exceptions, and updating data when authorized
  • Assist in bulk data input of new records pertaining to potential & existing clients. Perform data cleansing through systematic review and updates to existing data records, including bulk imports and record updates.
  • Communicate clearly with designated leads about workload, priorities, dependencies, unresolved questions, and potential risks to timing or data quality

Preferred Qualifications:

  • Strong attention to detail and a consistent commitment to data accuracy and completeness
  • Ability to learn and follow defined processes, field mappings, naming conventions, data standards, and quality-control procedures
  • Strong organizational and time-management skills, with the ability to manage multiple tasks, clarify priorities, and adjust as business needs change
  • Clear written communication and sound judgment when documenting issues, requesting clarification, or escalating exceptions
  • Proficiency with Microsoft 365 applications including Microsoft Dynamics CRM and Microsoft Excel
  • Prior experience with or ability to learn Workday, Workfront, and other business systems quickly
  • Experience supporting proposals, marketing operations, sales operations, data quality, project coordination, process improvement, or a professional services environment

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

FORVIS

About FORVIS

FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.

FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it means to provide professional services that go above and beyond.

With more than 5,500 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, consulting, and wealth management services. Visit FORVIS.com for additional information.

FORVIS is a trademark of FORVIS, LLP, registered with the U.S. Patent and Trademark Office.

Industry
Accounting & Tax
Company Size
1,001-5,000 employees
Headquarters
US
Year Founded
Unknown
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