Role Description
The Marketing Automation Specialist supports the execution of campaigns such as the development and implementation of marketing and advisor engagement programs including:
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Prospect or client nurture programs
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Trigger-based communications
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General email campaigns and landing pages with forms
This role will grow to assist with specialized projects involving Marketing Cloud personalization.
This is a
Remote
position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is
$70,000.00 to $80,000.00
, exclusive of bonuses and benefits.
Qualifications
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Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
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4 years of professional email marketing experience.
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Experience in financial services industry is a plus, but not required.
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Experience and/or technical expertise with marketing automation tools: Salesforce Marketing Cloud (Exact Target), Eloqua, Pardot, or Marketo (Adobe Campaign).
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Experience with Salesforce or other major CRM.
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Experience writing SQL queries preferred.
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Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills.
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Developed and deployed A/B testing measurements and results. Experience in using universal control groups for extracting insights (preferred).
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Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year).
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Proficient knowledge of Microsoft Windows and Office Suite.
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Proficient at using AI and digital tools.
Requirements
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Use Marketing Automation to build and test various types of engagement plans for the channels of email, direct mail, and SMS.
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Collaborate with paid media, integrated marketing to build, implement, analyze, and optimize workflows through marketing automation platform (Marketing Cloud).
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Acts as βfirst responderβ to trouble-shoot marketing automation technology issues and escalate as needed.
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Build basic performance reports for our acquisition and engagement programs using Dataroma in Marketing Cloud.
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Perform list counts as requested.
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Build marketing cloud audiences (prospect, client, and MCP segment sources).
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Report segment improvements to Director of Marketing Automation.
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Conduct A/B testing on an ongoing basis.
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Make recommendations to improve performance KPIβs and audience accuracy.
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Establish best practices for Marketing Cloud and development of emails.
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Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
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Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools.
Benefits
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Training and professional development.
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Medical, dental and vision coverage (Available to full-time employees and their families).
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Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
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Life and AD&D insurance β employer paid and voluntary options.
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Short-term and long-term disability, workers compensation β employer paid.
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401k with match and profit sharing.
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Wellness programs and resources.
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Voluntary benefits, including pet insurance.
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18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).
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12 paid holidays each year (10 pre-determined and 2 floating days).
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Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure).
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Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).