Senior Marketing Automation Specialist – Campaigns

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September 25

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CAPTRUST

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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 teams • Manage and oversee marketing events/campaigns ensuring alignment with business priorities, demand forecasts, and editorial strategy • Utilize analytics to evaluate end-to-end customer experience across multiple channels and touch points • Plan, execute, and measure experiments, conversion tests, and email A/B tests; manage testing calendar and advise on improvements • Partner with SEO, paid media, marketing database, content strategy, and website development/optimization teams • Measure and report performance of all digital marketing campaigns against ROI and KPIs • Instrument conversion points and optimize user funnels to improve lead conversions • 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 recommend improvements • Support field sales through the execution of email marketing programs • Manage and oversee all aspects of marketing automation and analytics to promote the CAPTRUST brand and services

🎯 Requirements

• Bachelor’s degree or equivalent • Minimum 5-7 years of B2B marketing communications experience (agency or in-house) • Experience in business and technical writing • Experience in data analysis and market research • Project management experience • 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 is a plus • Solid knowledge of website analytics tools and other reporting platforms or ability to learn new marketing technologies • Strong analytical skills and data-driven thinking • Ability to plan, execute, and measure experiments and conversion tests • Experience with email A/B testing and testing calendar management • Ability to use customer data and web-behavior to drive personalization • Ability to collaborate with agencies, vendors, and cross-functional marketing teams • Superior written communication skills and good interpersonal communication skills • Maintains extreme attention to detail, organized, accountable, coachable, and desire to learn • Ability to consistently meet deadlines, work well in deadline-driven and stressful situations, and manage multiple simultaneous projects

🏖️ 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