Digital Marketing Automation Consultant, CRM

The Opportunity

If you are passionate about creating tailored, audience-centric marketing campaigns and enjoy collaborating with cross-functional teams to generate and implementnew ideas, then please read further.

The Team

The Brand & Marketing organization is an enterprise marketing function that strives to drive best in class marketing strategy and execution while creating exceptional customer experiences and growth for customers,productsand partners. The Brand & Marketing team centralizes Channel Business Strategy with creative execution and measurement. This teamis responsible fordriving business growth and building and communicating our core brand values and goals.

The Impact:

The Digital Marketing Automation Consultant manages B2B and B2C marketing campaigns to create dynamic, personalized direct marketing communications. Theyleveragedata-driven insights on customer behaviors, needs, and preferences to create relevant audience-first experiences. This work supports the marketing funnel from engagement to sales conversion, aligning with various distribution channels and theirobjectives, with third-party distribution as a primary focus. Makes recommendations frominformedbusiness and marketing channel perspective, with stronginter-personalskills to effectively partner and influence decisions, working closely with distribution partners to activate strategic plans.

Responsibilities include but not limited to:

• CRM Marketing strategy, advancement of CRM practice such as use of advanced capabilities and AI through partnership with other centers of excellence

• Executive-level communication and alignment in support of multiple lines of business with various go to market strategies

• Manages direct-to-consumer marketing campaigns for the Customer Relationship Management digital marketing team, primarily via email, direct mail, mobile, and SMS, while ensuring proper functioning of all response channels.

• Creates testing plans and prioritizes the most significant opportunities and efficiencies across campaigns.

• Analyzes campaign results and provides actionable recommendations,optimizingmarketing campaigns and workflows based on performance, including reporting and presenting channel insights.

• Works cross-functionally with various teams including Distribution Marketing Partners, internal Creative teams, Marketing Data & Analytics, Martech, SF CRM and various development teams to activate,maintain, and innovate campaign activations and technical processes.

• Develops marketing campaigns with an audience-first mindset andin accordance withemail best practices and CRM team SOPs to ensure alignment with business objectives

• Contributes to continuous review ofcapabilitiesroadmap, process improvements in campaign development, quality control, database analysis, etc.

The Minimum Qualifications

• 3+ years of experience with marketing automation,CRMand data platforms, such as Salesforce CRM, Service Cloud, Financial Services Cloud, Data Cloud, Marketing Cloud, Marketo or Eloqua

• 2+ years of experience designing complex B2B and B2C digital direct marketing campaigns, including experience running A/B and multivariate split tests

• 1+ years of experience writing queries and extracting data in SQL

• 1+ years of experience applying AI-powered tools tooptimizemarketing personalization, content generation, or campaign performance ? including familiarity with one or more enterprise AI platforms (e.g., SalesforceAgentforce, Microsoft Copilot, or equivalent).?

The Ideal Qualifications

• 7+ years of experience with marketing automation and CRM platforms, such as Salesforce Marketing Cloud, Marketo or Eloqua

• Experience leading CRM strategy in a regulated industry (financial services, insurance, healthcare)

• Demonstratedtrack recordof building or scaling a CRM marketing capability

• Experience integrating CRM with distribution or advisor channel marketing

• Experience of large-scale marketing technology implementations or enhancements