About Squire:
Headquartered in Orem, UT, with offices across Utah, Arizona, and Nevada, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Squire is executing a strategic plan focused on
Big Bold Moves for Transformative Growth. Following a major acquisition and significant recent growth, we are investing in executive leadership to build a more repeatable and scalable go-to-market engine-while remaining
independent, partner-owned, and values-led.
About the role:
This role is the firm's senior leader for marketing and revenue generation. You will own traditional CMO responsibilities-brand, positioning, demand generation, communications, and marketing operations-and you will serve as the functional CRO by leading Business Development and building the operating system that makes growth repeatable.
The mission of this role is to build a modern, measurable growth engine that increases high-quality demand, improves conversion, deepens client relationships, and enables partners and professionals to win consistently.
Reports To: CEO / Managing Partner
Key Objectives (12-18 months):
- Implement a CRM + marketing ops foundation with clear ROI and performance visibility.
- Stand up a repeatable inbound + outbound engine that creates qualified opportunities for partners/SMEs to close.
- Strengthen expansion within existing clients by increasing services-per-client through lifecycle and cross-sell programs.
- Launch and measure channel/alliance programs that generate pipeline.
- Support post-acquisition go-to-market integration and cross-sell readiness.
Responsibilities:
A) Core CMO Responsibilities (Marketing Leadership)
- Own brand strategy, market positioning, messaging architecture, and thought leadership across audit, tax, and advisory.
- Design and activate a modern MarTech Stack that drives intelligence and performance. Build a scalable, data-driven marketing technology ecosystem that unifies CRM, analytics, and automation tools - enabling smart decision-making, deeper client insights, and measurable ROI across campaigns.
- Lead full-funnel demand generation (digital, content, events, targeted campaigns) with a strong performance and measurement discipline.
- Build marketing analytics, dashboards, and operating cadence to track ROI and continuously improve conversion and velocity.
- Lead agency relationships and ensure high-quality execution across channels.
B) Functional CRO Responsibilities (Revenue + BD Oversight)
- Lead and unify Marketing + Business Development into one GTM organization with shared goals, SLAs, and operating rhythm.
- Build the firm's revenue operating system: ICP/segmentation, pipeline stages, routing/handoffs, pursuit process, win/loss learning loops.
- Own the transformation of the CRM and associated workflows; drive adoption, governance, and data integrity.
- Stand up an outbound function that produces qualified meetings/opportunities and tees up partners/SMEs to close.
- Partner with practice area leaders to improve pricing discipline, packaging, and expansion motions (upsell/cross-sell).
C) Partnerships + Integration + Client Lifecycle
- Build a channel/alliance strategy, launch priority pilots, and measure partner-sourced pipeline.
- Enable post-acquisition integration from a GTM perspective (offers, messaging, cross-sell plays).
- Strengthen client lifecycle programs; explore account-management/key-account motions to drive retention and expansion.
Qualifications:
- Expertise in B2B demand marketing.
- Senior marketing leadership experience in B2B professional services; public accounting experience is strongly preferred.
- Demonstrated ability to build/transform a marketing function into a measurable growth engine (strategy + operating system + execution).
- Strong CRM/MarTech fluency; experience leading selection, implementation, governance, and adoption.
- Comfort in a partner-led selling environment; able to enable partners without "replacing" them.
- Collaborative, credibility-building leadership style; can earn partner trust and drive change through influence.
Job Status: Full-time salaried
Work Location: Salt Lake City, UT; Orem, UT; St. George, UT preferred, Remote considered.
Work Arrangements: Majority in-office (3+ days/week in office), Expected 10% Travel.
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare. Our benefits package covers 90% of the medical health premium in addition to the following:
- Medical
- Dental/Vision Plans
- Robust Health Savings Account Match
- Flexible Spending Account
- 401(k) Match
- Employer Paid Short-Term & Longer-Term Disability
- Employer Paid Group Life Insurance Policy
- Accident Insurance Plans
- Employee Assistance Mental Health Services
- Pet Insurance Plans
- Identify Theft Protection Plans
Squire Perks:
- Squire Culture
- Discretionary and Spot Bonus Structure
- Professional Training
- Tuition Reimbursement (for required Master level positions)
- Philanthropic Activities
- Signature Rewards Program
- Employee Assistance Programs
- Women's Professional Development
- Fitness Reimbursement
- Accrued Paid Time Off
- Health & Wellness Programs
Squire's dedication to excellence and quality work has garnered numerous accolades, including:
- Utah's Best Company Award - 9 years running
- 2025 Best Accounting Firm to Work For
- 100 Companies Championing Women Award
- Accounting Today's "Firms to Watch" in 2025
- Worksite Wellness Award 2020-2025
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