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Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Build lead nurture and email campaigns inside our clients’ CRMs (HubSpot, Eloqua, Marketo, etc).
- Troubleshoot issues related to clients’ martech stack, campaign attribution, and marketing data.
- Set up and launch email, social, paid, and organic marketing campaigns for clients.
- Provide timely updates on campaign progress during internal and client-facing calls.
- Coordinate campaigns and gather client feedback via Slack and email.
- Build and maintain marketing dashboards, lead scoring systems, and goal and conversion reports that clearly communicate campaign performance.
- Ensure data integrity by cleaning and maintaining contact databases and helping us source new leads.
- Research products, services, and strategies to identify new opportunities to improve our own tech stack and approach.
- Other digital marketing tasks, as assigned.
Requirements
What you’ll need- You have likely worked in financial services marketing and understand the difference between an offshore wirehouse and an independent advisor.
- You understand intensely regulated industries and the responsibilities and challenges that come with marketing to their customers.
- You have deep experience building large, multichannel marketing campaigns and solving complex challenges related to martech implementation.
- You know how to expertly leverage the latest and greatest marketing tools and technologies to build sophisticated campaigns that drive results (e.g., HubSpot, Salesforce/Pardot, Marketo, Eloqua).
- You have experience building website analytics reports and sales and marketing dashboards in a variety of platforms (e.g., Google Data Studio & Sheets, HubSpot, Tableau).
- You have a comprehensive understanding of what a marketing funnel is and how content, email, paid media, and sales intersect and work together.
- You are an adept multitasker who can pivot quickly between tasks and adapt to shifting deadlines and client goals.
- Your instinct is to take the initiative and solve problems as they arise.
- Agency experience is strongly preferred.
Benefits
Comp & perks- 11 observed holidays + unlimited paid time off
- Additional 4 mental wellness days per year
- 100% company-funded health insurance premium, with dental and vision options
- 401(k) plan to help save for your future
- Mostly remote work setup
- Summer Fridays (office closes at 3:00 PM) and Fall/Winter/Spring Fridays (office closes at 5:00 PM)
- Monthly wellness stipend and quarterly employee appreciation gift
- One-time reimbursement for work-from-home equipment
- Monthly team bonding sessions / happy hours
- Pre-tax commuter benefits
- The opportunity to join a dynamic, close-knit team that loves going to work with and for each other every day
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
email marketingcampaign managementdata analysislead scoringmarketing automationmultichannel marketingcampaign attributiondata integritywebsite analyticsproblem solving
Soft Skills
multitaskingadaptabilityinitiativecommunicationclient managementcollaborationfeedback gatheringtime managementorganizational skillscritical thinking
