Responsibilities

• Oversee and optimize marketing automation tools and CRM integrations.
• Develop and refine lead management and campaign processes.
• Ensure data accuracy and consistency across systems and reports.
• Manage end-to-end campaign infrastructure and workflows.
• Track marketing performance and create dashboards for leadership insights.
• Collaborate with sales and product teams to align marketing automation strategies.
• Continuously seek opportunities for process automation to improve efficiency.
• Support the onboarding and training of new marketing automation users.
• Troubleshoot issues related to marketing campaigns and systems promptly.
• Stay updated on the latest marketing technology trends and recommend innovations.

Requirements

• Possess 8-12+ years of experience managing marketing operations.
• Have extensive hands-on skill with platforms like Marketo and HubSpot.
• Demonstrate success in building or improving marketing workflows and systems.
• Be highly analytical, with expertise in performance tracking and reporting.
• Capable of working independently in fast-paced environments and leading cross-functional teams.
• Strong project management skills, with the ability to prioritize and handle multiple initiatives simultaneously.
• Excellent communication and collaboration skills to work effectively with marketing, sales, and IT teams.
• Proven track record of implementing scalable marketing automation solutions.
• Experience in a financial services or investment management environment is a plus.
• Deep understanding of data privacy regulations and best practices in data security.

Preferred

• Experience in a financial services or investment management environment is a plus.
• Proficient in SQL or data querying tools is a plus.

Benefits

• Medical, Dental, and Vision Insurance.
• Life Insurance.
• 401(k) Program.
• Commuter Benefit.
• eLearning and Ongoing Training.
• Education Reimbursement.