Marketing Automation Specialist

Annex Wealth Management

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions.

We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

Position Details

Marketing Automation Specialist
Southeast Wisconsin
Elm Grove, WI

The Marketing Automation Specialist is responsible for managing the marketing automation platform (Hubspot) and fully leveraging its capabilities. Expect to work closely with content managers and project managers. The Automation Specialist role will implement all programmatic and operational initiatives through Hubspot. This person will have a strong foundation in marketing automation and will be tasked with creating, implementing, and improving best practices ensuring continual enhancement of digital marketing efforts. The ideal candidate is technical, organized, results driven, has strong attention to detail and has a passion for digital applications.

  • Responsible for email marketing program development and execution, including segmentation, testing and deployment and continually evaluate these for improvements
  • Maintain Marketing Automation integration with CRM and assist in the integration of additional platforms into the marketing automation software (Pardot)
  • Understand and evaluate campaign metrics and distribute campaign performance to the marketing team
  • Work with management to define KPIs, create reporting, analyze campaign performance
  • Create recommendations to improve campaigns continuously
  • Manage marketing automation efforts and processes, proactively researching and implementing the latest best practices, strategies, and industry standards
  • Plan and perform A/B testing to define and execute enhancements to productivity, conversion rates, programs/campaign ROI, and sales growth
  • Support essential marketing operations initiatives in Pardot and Salesforce such as managing the lead lifecycle, lead scoring, lead nurturing, segmentation, and data cleansing
  • 2-5+ years marketing automation experience in Hubspot or similar
  • Hubspot Certified Expert preferred, but not required
  • Expert knowledge of database management concepts and best practices
  • Strong working knowledge of SalesforceExperience with Hubspot (or similar)
  • Revenue Cycle Model/Revenue Cycle Explorer preferred
  • Must have superior communication skills, both written and verbal
  • Must be highly organized and self-motivated with a sense of urgency
  • Bachelor’s degree in marketing or related field (not required)
  • Strong independent project management skills
  • Capable of handling multiple tasks with competing priorities under minimal supervision
  • Able to think critically and exercise independent judgment and discretionExcellent attention to detail

In return for your talent, time and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, vacations, and a 401(k) plan.

« Back