Essential Responsibilities: Campaign management and Execution • Build and maintain dynamic marketing lists for targeted campaigns. • Create and manage source campaigns and ensure proper tagging for webinars, conferences, and events. • Perform source campaign cleanup and maintain data hygiene across platforms. • Add new contacts and accounts for webinar registrants which are not present in Microsoft Dynamics 365 (D365). • Develop and maintain marketing lists for enterprise efforts and nurture programs. • Execute ZoomInfo-based activities including event lists, memberships, and campaign targeting.
Reporting and Analytics • Generate monthly industry reports and provide insights for campaign performance. • Build and maintain D365 views and dashboards for campaign performance monitoring. • Gather data for quarterly reports and assist in campaign optimization efforts.Creative and Operational support
• Manage event logistics and ensure smooth execution of marketing initiatives. • Develop campaign debrief templates and assist in post-event analysis. • Manage, maintain, and update the organization's web page to ensure accurate, engaging, and timely content delivery. • Design and develop responsive and compatible OFT (Outlook file template) files for various email campaigns and internal communications. • Good to have abilities to design visually appealing graphics using Canva for external campaigns and event-specific creatives such as banners, posters, social media posts, and email headers. Strategic Enhancements • Support data-driven initiatives to optimize campaign performancemaximizing engagement, conversions, and ROI- through A/B testing, audience targeting refinement and creative enhancements. • Collaborate with cross-functional teams to ensure alignment with enterprise marketing goals. • Assist in conference/event activity tagging and nurture workflows.
Required Qualifications and Skillset: Education & Experience: • Master of Business Administration (MBA) degree in marketing, Business, or related field. • 2+ years of experience in marketing operations, campaign management, and CRM analytics.
Technical Skills: Essential (Must have): • Proficiency in Microsoft Dynamics 365 CRM and ZoomInfo for campaign execution. • Advanced Excel skills and PowerPoint presentation for reporting and data analysis.Good-to-have (Preferred): • Strong knowledge of marketing automation tools and list management. • Experience with Canva for graphic creation and OFT file handling.
Behavioral competencies: • Strong communication skill in English language • Ability to maintain data accuracy and campaign integrity. • Skilled in interpreting campaign data and providing actionable insights. • Ability to manage multiple campaigns and deadlines simultaneously. • Strong interpersonal skills to work across different teams • Exposure in working with US stakeholder management.
Preferred Certifications: • Inbound Marketing Certification • ZoomInfo Sales Certification • Microsoft Dynamics 365 Certification
Top Skills
What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Why Work With Us
At Wipfli, people count.
Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
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