Marketing Automation Strategist

Mountain America Credit Union•Sandy, UT

About The Position

Assists in developing the overall marketing automation infrastructure, focusing on the Credit Union’s demand-generation efforts related to product and service growth. Develops and maintains automation data feeds, mappings, system connections, troubleshooting processes, and reports. Ensures database integration and hygiene, and enhances existing or develops new automation campaigns within Eloqua or Microsoft Dynamics. The role requires proficiency with Eloqua, Salesforce, Microsoft Dynamics, or similar systems. The position executes marketing plans and best practices for marketing automation infrastructure, including lead scoring, profiling and segmentation, system integration, data hygiene, optimization, troubleshooting, and reporting. It manages large data sets and analyzes marketing and sales data to identify opportunities and recommend improvements to channels, campaigns, and funnel performance. The role may manage email and SMS campaign execution and maintain an SMS system while ensuring TCPA compliance. The strategist collaborates with cross-functional teams, provides technical expertise on sales and marketing tools and databases, and supports quality-control initiatives and continuous improvement. Other activities include using AI technologies to improve automation processes, evaluating new technologies, supporting A/B testing, adhering to brand guidelines, and working with event teams and event, ticketing, and webinar platforms. The role also involves ongoing learning and other duties as assigned.

Requirements

  • Bachelor’s degree in Advertising, Marketing, Information Technology, or a related field.
  • Five years of experience in marketing automation and database management, including high-tech campaign design, integrated marketing, and demand generation.
  • Three years of project management experience.
  • Track record of performance excellence in meeting targets and objectives.
  • Working knowledge and experience with quantitative analysis and statistics.
  • Experience in data and analytics management, including predictive modeling to develop market and product forecasts.
  • Ability to analyze business needs and formulate effective marketing strategies.
  • Solid experience troubleshooting and resolving complex data issues.
  • Strong written, verbal, and presentation communication skills.
  • Ability to think logically and critically when solving problems and considering process improvements.
  • Strong organization, self-motivation, attention to detail, and follow-through.
  • Business and marketing acumen, organizational agility, and ability to work effectively in a team.
  • Ability to work in a fast-paced, dynamic environment.
  • Strong marketing project management and project planning skills.
  • Ability to identify data-driven opportunities.
  • Comprehensive understanding of relational database structures.
  • Comprehensive marketing analytics experience.
  • Ability to sit, talk, and hear consistently; close, distance, and color vision; ability to lift up to 10 pounds frequently and up to 25 pounds occasionally.

Nice To Haves

  • Salesforce.com experience.
  • Eloqua or Marketo certification.
  • Microsoft Dynamics experience.
  • Adobe Analytics certification.
  • Familiarity with event, ticketing, and webinar platforms such as Ticket Tailor, Microsoft Teams, and Zoom; experience working with event teams.

Responsibilities

  • Execute marketing plans and best practices for Eloqua/Microsoft Dynamics marketing automation, including lead scoring, profiling and segmentation, system integration, data hygiene, optimization, troubleshooting, and reporting.
  • Define, implement, and maintain marketing automation best practices, including data quality and hygiene, list management, optimization, and troubleshooting.
  • Participate in cross-functional teams and provide technical expertise on sales and marketing tools and databases.
  • Model engagement milestones and buying cycles for prospect, nurturing, and expansion campaigns.
  • Manage large data sets to monitor, maintain, and enhance data quality within marketing systems.
  • Use AI technologies to analyze marketing automation processes, identify improvement areas, and implement enhancements.
  • Evaluate new technologies and add-on applications to improve marketing effectiveness and efficiency.
  • Analyze marketing and sales data, develop insights, and recommend optimizations for channels, campaigns, and funnel performance strategy and execution.
  • May manage email and SMS campaign execution for various programs.
  • May maintain the SMS system and ensure TCPA compliance.
  • Drive continuous improvement and contribute to or lead quality-control initiatives, collaborating with other teams on quality management and strategic alignment.
  • Adhere to brand guidelines.
  • Work with event teams and event, ticketing, and webinar platforms to support events and member experience.
  • Assist in designing and executing A/B tests, analyze results, share insights, and collaborate with the marketing team to implement changes.
  • Participate in learning and development, including learning new marketing automation tools and techniques.
  • Perform other duties as assigned.
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