Responsibilities

• Serve as the Pardot/Account Engagement administrator and subject matter expert, managing user setup, folder governance, platform limits, quarterly release reviews, and operational standards.
• Partner with the eVestment marketing team on building and maintaining Salesforce connected campaigns, forms, completion actions, automation rules, campaign assets, event execution, campaign member management, list hygiene, and data uploads.
• Own and optimize lead management processes, including routing, Sales/BDR handoff, SLAs, training, and feedback loops that improve follow-up and conversion visibility.
• Build, maintain, and refresh executive-ready CRM Analytics (Tableau) and Salesforce dashboards, partnering with reporting owners to keep dashboards current, consistent, and usable for Marketing, Sales, and leadership stakeholders.
• Serve as first-line operational support for Pardot connected martech platforms, including CRM Analytics, Goldcast, Storylane, Highspot, Bizzabo, BriteVerify, DemandTools, Knak, and 6sense.
• Coordinate with platform owners and business partners on integration updates, launch readiness and support, troubleshooting, documentation, adoption planning, training, and post-launch optimization.
• Maintain process documentation, onboarding materials, best practices, dashboard guidance, data quality standards, field definitions, campaign member logic, and source-of-truth references to improve consistency across teams and reporting outputs.
• an AI-forward mindset by looking for opportunities to use automation, AI-assisted workflows, and emerging tools to improve efficiency, documentation, reporting, enablement, and operational decision-making.

Requirements

• Bachelor’s degree in marketing, business, communications, or equivalent experience.
• 3–5+ years of experience in marketing operations, revenue operations, marketing automation, or campaign operations, ideally in financial services, SaaS, or capital markets.
• Hands-on, admin experience with Salesforce and Pardot/Account Engagement or a comparable marketing automation platform.
• Strong attention to detail and experience documenting processes, training new users, presenting, supporting operational change management, following governance standards, and naming conventions.
• Strong project management, organizational, and communication skills, with the ability to manage multiple priorities in a fast-paced environment; experience with workflow management platforms such as Monday.com is a plus.
• Comfort working cross-functionally with Marketing, Sales, Revenue Operations, Salesforce/technology teams, and enablement partners.

Preferred

• Experience supporting CRM Analytics/Tableau/Databricks/Power BI or similar tool, Salesforce marketing dashboards, and campaign attribution.
• Exposure to martech platforms such as 6sense, Goldcast, Storylane, Highspot, Bizzabo, BriteVerify, DemandTools, Knak, or Gong.
• Working knowledge of marketing privacy, consent, and customer data governance requirements, such as GDPR, CCPA, and CAN-SPAM.

Benefits

• We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.