Responsibilities

• Support the planning, setup, testing, launch, and monitoring of marketing campaigns across email, events, web forms, and other digital channels
• Manage campaign intake, timelines, approvals, audience lists, quality assurance, and deployment checklists to help ensure accurate and on-time execution
• Build, maintain, and optimize automated customer journeys and behavior-triggered campaigns, including timely follow-up communications based on eligible website activity, product-page engagement, form submissions, and other defined signals
• Coordinate lead capture, routing, tracking, and handoff processes in partnership with Marketing and business teams
• Monitor data quality, consent, preferences, and audience segmentation practices in accordance with privacy, compliance, and governance requirements
• Build and maintain campaign reports, dashboards, and recurring performance updates; identify trends and opportunities for improvement
• Document workflows, standard operating procedures, platform configurations, and training materials
• Troubleshoot platform and campaign issues, coordinate resolution with internal partners and vendors, and communicate status clearly to stakeholders
• Support testing, implementation, and adoption of new marketing technology, integrations, and process improvements
• Stay current on marketing operations, automation, analytics, data privacy, and platform best practices

Requirements

• 3+ years of experience in marketing operations, marketing automation, campaign operations, CRM, digital marketing, or a related field
• Hands-on experience with marketing automation or customer engagement platforms, such as Microsoft Dynamics 365 Customer Insights -Journeys, Salesforce Marketing Cloud or similar tools
• Experience building and supporting automated customer journeys, behavior-triggered email campaigns, audience segmentation, lead management, testing, and performance reporting
• Strong project coordination skills with the ability to manage multiple requests, deadlines, dependencies, and stakeholders
• Working knowledge of CRM data, data hygiene, consent management, and digital marketing compliance practices
• Strong analytical and problem-solving skills, with the ability to translate data into clear insights and recommended actions
• Proficiency with Microsoft 365 tools such as Excel, SharePoint, and Copilot
• Excellent written and verbal communication skills
• Organized, detail-oriented, and able to collaborate effectively across technical and nontechnical teams
• Comfortable working in a fast-paced environment while balancing operational accuracy with continuous improvement

Preferred

• Experience with Microsoft Dynamics 365, Salesforce, Power Bl, Power Automate, or related marketing technology
• Experience with system integrations, user acceptance testing, or platform implementations
• Banking, financial services, or another regulated industry experience
• Familiarity with event marketing, webinar platforms, web analytics, or digital asset management
• Relevant platform certifications