Responsibilities

• Own the marketing tech stack, including CRM, email platforms, and automation tools. Current martech stack includes: MailChimp, Apollo, WordPress, Google Analytics, Salesforce, Heymarket, Unbounce, and Benefitflow.
• Working through the Creative Team, this role is responsible for building, QA’ing, and deploying campaigns, journeys, and lifecycle programs across channels
• Manage segmentation, audience lists, and data integrity to ensure accurate targeting and data throughput
• Own reporting and tracking of leads across the full funnel—from acquisition through nurture to conversion
• Develop opportunity scoring and likelihood models
• Track stage progression and conversion rates
• Provide insights to inform campaigns that accelerate movement through the funnel
• Ensure campaigns are technically sound, properly tracked, and scalable across systems. Implements programs based on industry best practices and compliance standards.
• Maintain data accuracy and consistency across marketing and sales platforms
• Partner with sales operations on pipeline visibility, attribution, and reporting alignment
• Support performance analysis and dashboarding to inform strategic decision-making

Requirements

• 4+ years of experience in project management, marketing operations, or CRM/marketing automation roles
• Hands-on experience with CRM and marketing automation platforms (e.g., HubSpot, Salesforce, Marketo, Pardot)
• Understanding of lead lifecycle management, funnel stages, and pipeline progression
• Experience building and deploying campaigns, workflows, and nurture programs
• Proven ability to manage segmentation, audience targeting, and data integrity across systems
• Experience with reporting and analytics, including funnel conversion, attribution, and campaign performance
• Ability to translate data into actionable insights to inform marketing and growth strategies
• Strong attention to detail with a focus on QA, accuracy, and scalability
• Comfortable working cross-functionally with marketing, sales, and leadership teams
• Highly organized with the ability to manage multiple projects and priorities simultaneously
• Data-driven mindset with a strong problem-solving orientation

Preferred

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package
• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio.