Marketing Automation Specialist
Core
Execute and optimize automated customer and advisor engagement programs across multi-channel journeys (email, direct mail, SMS, landing pages, forms) using marketing automation platforms.
Role type
Marketing Automation Specialist
Builds
Automated engagement workflows and targeted audience segments
Domain
Marketing Technology / Digital Marketing
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Marketing automation platforms (Salesforce Marketing Cloud, Eloqua, Pardot, Marketo, Adobe Campaign), CRM platforms (Salesforce), A/B testing, SQL querying, list management, performance reporting, troubleshooting
Preferred skills
Financial services experience, Salesforce Marketing Cloud Specialist certification, advanced SQL, AI/digital tools proficiency
Technologies
Salesforce Marketing Cloud, Eloqua, Pardot, Marketo, Adobe Campaign, Salesforce, Microsoft Office
Responsibilities
Build, configure, test, and maintain automated engagement journeys; Develop and manage targeted audiences; Collaborate with paid media teams to optimize campaign workflows; Troubleshoot marketing automation technology issues; Create performance reports for acquisition and engagement programs; Conduct A/B testing to improve campaign performance; Recommend improvements to KPIs and automation best practices; Support personalization initiatives using AI and digital tools; Maintain documentation and process standards
Seniority
Mid-level, hands-on IC
