Marketing Strategy & Planning Specialist

What is The Role

What You Will Be Doing

• Help oversee the global growth and experiential marketing budget: track spend against plan, reconcile actuals, and flag variances early.
• Partner with Finance and regional marketing teams on forecasting, accruals, and quarterly budget reviews.
• Help hold marketing teams accountable to finance best practices and standards. You'll monitor compliance, follow up persistently on gaps, and help teams understand and apply the process.
• Use our finance and planning tools to track budgets, spend, and approvals.
• Build clear budget summaries and trackers that make it easy for leaders to understand where we are and what needs a decision.

• Own our team culture programs, including planning and running our all-hands from agenda to follow-up.
• Create moments that bring a globally distributed team together, and keep them fresh by gathering feedback and trying new things.
• Build solid relationships across the whole department. You'll be a familiar, friendly face to teams in every region and function.
• Help people work better together by connecting the right folks, smoothing out friction, and making it easy to collaborate across teams.

• Coordinate special projects on behalf of the group and the VP, from kickoff through completion: set timelines, assign owners, track dependencies, and follow up.
• Keep projects organized with clear plans, status updates, and documented next steps.
• Spot risks and gaps early, select what needs to be escalated and to whom, and raise it with a recommended path forward.

• Write concise, well-tailored emails, updates, and presentations for audiences ranging from regional teams to senior leaders.
• Prepare materials for business reviews, QBRs, and leadership meetings.
• Handle confidential business and financial information with discretion.
• Help maintain the team's operating rhythm: planning calendars, recurring reviews, and process documentation.

• Learn and use our finance, planning, and project management tools, and suggest ways to make our processes simpler and faster.

What You Bring

• Experience in project coordination, program management, marketing operations, finance operations, event or internal communications, or a similar role. Internships and early-career experience count.
• Strong attention to detail, with a habit of double-checking numbers, dates, and next steps.
• Solid project management skills. You can juggle multiple workstreams, keep them organized, and follow through.
• Persistence. You follow up politely and consistently until things get done, even when it takes several tries.
• Good judgment. You know when to solve something yourself and when to escalate it, and you bring context and a recommendation when you do.
• Discretion with confidential information, including budget, headcount, and strategic planning details.
• Comfort with numbers and budgets. You're at ease in spreadsheets (Excel or Google Sheets) and ready to learn financial processes like forecasting and variance tracking.
• Strong written and verbal communication. You can write crisp emails and build polished presentations, and you adjust your message to your audience.
• Real warmth and people skills. You're energized by building relationships, you're a natural connector, and you can hold people accountable in a way that's respectful and clear.
• Comfort learning new software tools quickly.
• You're collaborative and proactive, and you're comfortable giving and receiving feedback.
• You're located in Canada.

Bonus Points

• Experience planning team events, all-hands, or internal programs.
• Experience at a B2B or SaaS company.
• Exposure to marketing, field marketing, or events.
• Familiarity with tools like G-Suite, Zoom, Slack, Workday Strategic Sourcing, and Allocadia - as well as common project management tools.

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