Marketing Automation Specialist – Campaigns

Job not on LinkedIn

September 24

Apply Now

Receive Emails with Similar Jobs

CAPTRUST

WebsiteLinkedInAll Job Openings

Finance • Fintech • B2C

CAPTRUST is a financial advisory firm dedicated to helping individuals plan, save, invest, and retire with confidence. They provide personalized advice through a team of experienced financial advisors, ensuring clients receive tailored assistance based on their unique life stages and financial needs. Their mission focuses on enriching the lives of clients through sound financial guidance, integrity, and exceptional service.

1001 - 5000 employees

Founded 1989

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round on 2023-09

📋 Description

• Plan and execute all digital marketing automation campaigns partnering with brand and content partners • Manage and oversee all aspects of marketing automation and analytics to promote CAPTRUST brand and services • Assist with management of marketing events/campaigns and ensure alignment with business priorities, demand forecasts, editorial strategy, and stakeholders • Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and touch points • Plan, execute, and measure experiments and conversion tests • Devise and manage email A/B tests including subject lines, content, CTAs, cohorts, send time, and new features • Partner with SEO, paid media, marketing database, content strategy, and website development/optimization/management • Measure and report performance of digital marketing campaigns and assess against goals (ROI and KPIs) • Instrument conversion points and optimize user funnels • Collaborate with agencies and vendor partners • Use customer data such as web-behavior to drive message and content personalization • Analyze the company’s digital marketing plan, identify strategic weaknesses, and make recommendations for improvements • Support field sales through execution of email marketing programs

🎯 Requirements

• Bachelor’s degree or equivalent • Minimum 5-7 years of B2B marketing communications experience (agency or in-house) • Proven expertise building and orchestrating marketing automation campaigns across traditional and digital marketing, with focus on social media, life-stage marketing, and email marketing tactics • Experience in business and technical writing, data analysis, market research, and project management • Background in investments, wealth management, or finance is a plus • Proficiency in marketing automation and CRM platforms such as Microsoft Dynamics and ClickDimensions • Familiarity with project management and social media tools like Asana and Oktopost are a plus • Solid knowledge of website analytics tools and other reporting platforms or the ability to learn and adapt to new marketing technologies • Strong analytical skills and data-driven thinking • Ability to plan, execute, and measure experiments and conversion tests • Ability to devise email A/B tests, manage testing calendar, record results, and advise on improvements • Ability to collaborate with SEO, paid media, marketing database, content strategy, and website development teams • Excellent attention to detail, organization, and accountability • Superior written communication skills and good interpersonal communication skills • Ability to consistently meet deadlines and work on multiple projects in deadline-driven environments • Self-starter with ability to work independently and in a collaborative team environment

🏖️ Benefits

• Employee ownership opportunities • Brick Bonus success sharing program • Comprehensive health coverage + Personify wellness platform • 401(k) program with a 5% employer match + financial planning for colleagues • Fully stocked break room • Fun employee events • Opportunities for personal growth