Marketing Automation Manager

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Wall Street Prep

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Education • Finance • B2B

Wall Street Prep is a leading e-learning company specializing in training programs related to investment banking, corporate finance, private equity, and venture capital. They offer a variety of self-study courses, boot camps, and certificate programs in collaboration with top business schools like Wharton. Their courses cover financial modeling, equity research, valuation, and industry-specific financial analysis, equipping students and professionals with practical finance skills. Wall Street Prep serves a wide range of clients, including top investment banks, private equity firms, Fortune 1000 companies, and universities. They focus on bridging the gap between academic theory and practical financial application through real-world financial statement modeling and other finance-related skills.

51 - 200 employees

Founded 2004

📚 Education

💸 Finance

🤝 B2B

💰 Private Equity Round on 2021-09

📋 Description

• Own the development, production, and deployment of customer-facing email and SMS programs, including product launches, promotions, newsletters, and service communications. • Act as the operational point of contact for cross-functional teams to support integrated campaign launches. • Apply lifecycle marketing expertise to optimize user journeys and maximize engagement, conversion, and retention. • Identify operational bottlenecks and implement improvements that increase efficiency and reduce risk. • Build and maintain a standardized QA and campaign launch framework to ensure quality and consistency. • Document workflows, automation logic, and campaign processes in a centralized knowledge base; create reusable playbooks and templates. • Train cross-functional partners on marketing automation best practices, HubSpot capabilities, and operational processes. • Develop and maintain HubSpot dashboards to track lifecycle program performance and campaign effectiveness. • Analyze data to uncover insights and translate them into actionable optimization strategies across the customer lifecycle.

🎯 Requirements

• BA/BS degree or equivalent experience. • 5+ years managing email marketing programs using an enterprise CRM for B2C audiences. • 2+ years of hands-on HubSpot experience executing campaigns and managing automation workflows. • Exceptional communicator with strong attention to detail. • Highly organized, process-oriented, and enthusiastic about driving operational excellence. • A self-starter who thrives in a fast-moving, collaborative environment.

🏖️ Benefits

• Health insurance • 401(k) • Flexible work arrangements • Professional development opportunities