Marketing Automation Specialist

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Marketing Operations

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Build and test engagement plans for email, direct mail, and SMS using Marketing Automation • Collaborate with paid media and integrated marketing to build, implement, analyze, and optimize workflows through Marketing Cloud • Act as first responder to troubleshoot marketing automation technology issues and escalate as needed • Build basic performance reports for acquisition and engagement programs using Dataroma in Marketing Cloud • Perform list counts as requested • Build Marketing Cloud audiences for prospect, client, and MCP segment sources • Report segment improvements to the Director of Marketing Automation • Conduct ongoing A/B testing • Recommend improvements to performance KPIs and audience accuracy • Establish best practices for Marketing Cloud and email development • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. • 4 years of professional email marketing experience • Experience in financial services industry is a plus, but not required • Experience and/or technical expertise with Salesforce Marketing Cloud (Exact Target), Eloqua, Pardot, or Marketo (Adobe Campaign), or similar marketing automation tools • Experience with Salesforce or other major CRM • Experience writing SQL queries preferred • Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills • Developed and deployed A/B testing measurements and results • Experience in using universal control groups for extracting insights (preferred) • Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year) • Proficient knowledge of Microsoft Windows and Office Suite • Proficient at using AI and digital tools • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)