Responsibilities

• Systems Architecture & Optimization*
• Own our Salesforce and Marketing ecosystem end-to-end: architecture, data model, automation, and integration health
• Audit existing systems and processes, identify inefficiencies, and lead the redesign: you're not just maintaining what exists, you're rebuilding it to scale
• Build and document repeatable, well-governed processes so campaigns and reporting run smoothly as the team and client base grow
• Know when to bring in outside expertise (consultants, agencies, specialists) versus solving it in-house, and manage those relationships effectively
• Email & Campaign Operations*
• Own end-to-end execution of all email programs in Pardot, including client communications, drip campaigns, event invitations, and nurture sequences
• Drive deliverability, list hygiene, segmentation, and automation strategy, partnering with outside specialists where useful
• Build and maintain landing pages that convert, working with the marketing team on copy and design
• Manage the full campaign lifecycle from brief to build to launch to post-mortem, with an eye toward continuously tightening the process

Requirements

• 6–9 years in marketing operations, demand generation, or a similar systems-focused marketing role, with a track record of increasing ownership
• Deep, hands-on Salesforce expertise: you can build campaigns, reports, and integrations without help, and you're comfortable being the go-to Salesforce person for a growing org
• Strong Pardot experience (or a comparable enterprise marketing automation platform, such as HubSpot, Marketo, or Eloqua) with real fluency in automation, segmentation, and deliverability
• Proven ability to take a messy or under-built system and turn it into something clean, documented, and scalable
• Real reporting chops: you can build a dashboard, spot the story in the data, and explain it to non-technical stakeholders
• Comfort building and managing landing pages (whether through a CMS, page builder, or email platform)
• A systems mindset: you naturally think in workflows, processes, and how things connect, and you have low tolerance for inefficiency

Preferred

• Experience overseeing paid media (Google, Meta, LinkedIn) and social campaigns
• Background in financial services, wealth management, or another regulated industry
• Familiarity with compliance considerations in marketing communications
• Experience managing external consultants and agencies

Benefits

• - 100% employer-paid employee health insurance premiums
• - Company retirement plan with contributions and 6$ dollar-for-dollar matching available from day one, with immediate vesting
• - Phantom Stock participation upon date of hire
• - $2,000 annual professional development benefit to support continued learning and growth
• - Paid time off and company holidays
• - Additional benefits designed to support your health, financial well-being, and life outside of work
• - Equal Employment Opportunity*