What are the responsibilities and job description for the Marketing Automation Specialist or Marketing Automation Strategist position at CreativeOne?

Department: Strategic Marketing and Communications
Reports to: Digital Marketing Manager
Status: Full-Time, Exempt
Location: Overland Park, KS

Elevate Your Career at CreativeOne!

Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend

collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on

being a nationally recognized leader, devoted to empowering independent financial advisors with superior

services.

We’re Building a Better Financial Future, Together

We take immense pride in our work and are in search of like-minded individuals who are eager to make a

significant impact. If you are ready to be a part of a team that’s shaping the future of financial services, we would

love to hear from you.

Overview:
Help leverage the latest technology to automate our company’s marketing efforts while optimizing our campaign

production, process management, and data analytics. Your core responsibilities will revolve around setting up an

efficient, streamlined marketing infrastructure and training our marketing team members on utilizing new

solutions.

As a Marketing Automation Specialist at CreativeOne, you will be tasked automating manual processes and

workflows, help lead our corporate email marketing strategy, and serve as a liaison between marketing, sales and

key stakeholders teams to efficiently launch campaigns for both our corporate brand and our clients.

Our ideal candidate must have expertise with marketing automation tools like Hubspot and project management

tools like Asana, as well as proficiency with customer relationship management (CRM) software.

Duties and Responsibilities:

Marketing Automation & Project Management: Responsible for the implementation and maintenance of

marketing automation and project management software, driving efficiency and effectiveness across all

marketing initiatives.

Digital Marketing Strategies: Create and implement digital marketing automation strategies to increase

leads, improve campaign performance, and maintain customer databases, contributing directly to

revenue growth.

Best Practices: Ensure our marketing automation campaigns align with industry best practices to

maximize effectiveness and return on investment.

CRM Utilization: Utilize customer relationship management (CRM) software to develop lead generation

and sales strategies that enhance customer acquisition and retention.

Data Analysis: Review and analyze data to identify trends and create data-driven strategies that inform

our marketing projects, ensuring they are both impactful and aligned with business objectives.

Cross-Functional Collaboration: Oversee the planning and execution of marketing initiatives, serving as a

liaison between marketing, sales, and leadership teams to ensure cohesive and successful campaigns.

Process Improvement: Continuously analyze and suggest improvements to our processes, ensuring they

are optimized for efficiency and effectiveness.

Stakeholder Reporting: Report to upper management to keep all stakeholders informed and aligned with

our marketing goals and achievements.

Technology Oversight: Oversee the technology infrastructure supporting our marketing efforts, ensuring

it is robust and scalable.

Deadline Management: Ensure that all deadlines are met, maintaining the timely and successful

execution of all marketing initiatives.

Preferred Requirements:

Bachelor’s degree in Marketing, Business, Communications, or a related field or equivalent experience

At least 2 years of marketing automation experience

Sound knowledge of using automation tools like Hubspot, Marketo, Salesforce Marketing Cloud, Keap and

Mailchimp

Understanding of lead generation procedures and customer life cycle

Proficient in audience segmentation

Strong understanding of digital marketing techniques like A/B testing

Ability to collaborate with team members from other departments

Strong interpersonal, communication, analytical, optimization, problem-solving and project management

skills

Flexibility to adapt to the ever-changing consumer behavior

Analytical and driven by data metrics

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step

account of the way each task is to be performed. Employees may receive other job-related instructions and be required to

perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide

reasonable accommodation to qualified individuals with disabilities.

CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits

discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status,

genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by

federal, state or local laws.