Marketing Automation Strategist

Posted Yesterday
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Sandy, UT, USA
In-Office
Senior level
Financial Services
The Role
Develops and maintains marketing automation infrastructure, data integrations, lead scoring, segmentation, campaigns, reporting, and database hygiene. Analyzes marketing and sales data, manages A/B testing, supports email and SMS campaigns, troubleshoots complex data issues, and uses AI to optimize processes. The role collaborates cross-functionally, evaluates marketing technologies, supports quality initiatives, and contributes to demand generation, campaign performance, and continuous improvement.
Summary Generated by Built In

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job SummaryAssists in development of overall marketing automation infrastructure. Focusing on the Credit Unions demand generation efforts related to product and service growth.
Responsible for developing and maintaining automation data feeds, mapping, system connections, trouble shooting and report building. Ensures database integration and hygiene and enhances existing or develops new automation campaigns within Eloqua or Microsoft Dynamics. Must be proficient with Eloqua, Salesforce, Microsoft Dynamics or like systems.

Job Description

To be effective, an individual must be able to perform each job duty successfully.

  • Executes marketing plans and best practices for the Eloqua / Microsoft Dynamics Marketing Automation infrastructure including; lead scoring, profiling and segmentation, system integration, data hygiene, optimization, troubleshooting and reporting with existing and new systems.
  • Defines, implements and maintains marketing automation best practices including; data quality and hygiene, list management, optimization, and troubleshooting.
  • Participates in cross-functional teams providing technical expertise on issues involving sales and marketing tools and databases. Models engagement milestones and buying cycles that shape our prospect, nurturing, and expansion campaigns
  • Manages large data sets to monitor, maintain, and enhance data quality within the marketing systems.
  • Utilizes AI technologies to analyze marketing automation processes, identify areas for improvement, and implement enhancements to optimize efficiency and effectiveness.
  • Evaluates new technologies and add-on applications to improve and optimize marketing effectiveness and efficiency.
  • Analyzes marketing and sales data to develop insights and make recommendations on areas for optimization of various marketing channels, campaigns, and marketing/sales funnel performance strategy and execution.
  • May manage execution for email and SMS campaigns in support of various programs.
  • May maintain SMS system and ensures TCPA compliance.
  • Drive continuous improvement efforts and foster a culture of quality throughout the organization. Assist and, at times, lead in Quality Control initiatives to ensure that all operations adhere to our standards, maintaining the highest level of excellence. This role involves collaborating with other teams to ensure comprehensive quality management and strategic alignment.
  • Adheres to and follows brand guidelines.
  • Familiarity with event, ticketing, and webinar platforms (e.g., Ticket Tailor, Microsoft Teams, Zoom) and experience working with event teams to create events and ensure a good member experience.

A/B Testing:

  • Assists in the design and execution of A/B tests to optimize marketing campaigns.
  • Analyzes test results and provide insights to improve campaign performance.
  • Collaborates with the marketing team to implement changes based on A/B test outcomes.
  • Participates in learning and development opportunities, including new marketing automation tools and techniques.
  • Willingness to engage in continuous learning and professional development.
  • Performs other duties as assigned.
KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Education and Experience

  • Bachelor’s degree in Advertising, Marketing, Information Technology or related field
  • 5 years of experience in marketing automation and database management (high-tech campaign design, integrated marketing and demand generation). Salesforce.com experience a plus
  • 3 years of experience in project management experience
  • Track record of performance excellence meeting targets and objectives
  • Working knowledge and experience with quantitative analysis, statistics, etc.
  • Experience in data and analytics management, including the use of predictive modeling to develop accurate market and product forecasts
  • Ability to analyze business needs and formulate them into effective marketing strategies

Licenses, Certifications, Registrations

  • Eloqua or Marketo Certification preferred
  • Microsoft Dynamics experience preferred
  • Adobe Analytics Certification preferred

Knowledge & Skills

Solid experience in troubleshooting and resolving complex data issues

Leadership and Organization Development

  • Collaborates with direct reports and/or peers to deliver results and build organizational capacity
  • Strong contribution to team effectiveness
  • Develops multifunctional base level skills

Scope and Strategic Impact

  • Begins to apply knowledge to implement programs
  • Analyzes data to summarize
  • Supports program delivery through the practical application of basic discipline knowledge with limited guidance
  • Applies subject matter knowledge to solve common business issues within established guidelines
  • Evaluates unique circumstances and assists in making recommendations
  • Develops practical knowledge of applications within business environment

Analytical Thinking & Problem Solving

  • Works on problems / projects of diverse complexity and scope
  • Exercises independent judgment within generally defined procedures and practices to identify a solution
  • Seeks advice in order to make decisions on complex business issues

Other Skills and Abilities

  • Ability to think logically and critically when solving problems and considering process improvements.
  • Strong written and verbal communication skills
  • Well organized;
  • Self-motivated;
  • Incredibly detail-oriented
  • Results & Detail oriented with strong follow-through skills
  • Strong verbal, written and presentation communications skills
  • Business courage, business and specifically marketing acumen, organizational agility, and effectiveness in a team setting
  • Ability to work in a fast-paced, dynamic, and energetic environment
  • Strong marketing project management and project planning skills
  • Ability to spot data driven opportunities
  • Comprehensive understanding of relational data base structures
  • Comprehensive marketing analytics experience
  • Solid experience in troubleshooting and resolving complex data issues
PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently

Vision Requirements

Close vision (clear vision at 20 inches or less)

Distance vision (clear vision at 20 feet or more)

Color vision (ability to identify and distinguish colors)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally

Environmental

There are no unusual environmental factors (such as a typical office)

Noise Environment

 Moderate noise (business office with computers and printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

Skills Required

  • Bachelor's degree in Advertising, Marketing, Information Technology, or a related field
  • Five years of experience in marketing automation and database management
  • Three years of project management experience
  • Track record of meeting performance targets and objectives
  • Working knowledge of quantitative analysis and statistics
  • Experience managing data and analytics, including predictive modeling for market and product forecasts
  • Ability to analyze business needs and formulate effective marketing strategies
  • Eloqua or Marketo certification
  • Microsoft Dynamics experience
  • Adobe Analytics certification
  • Experience troubleshooting and resolving complex data issues
  • Comprehensive understanding of relational database structures
  • Comprehensive marketing analytics experience
  • Strong marketing project management and project planning skills

Mountain America Credit Union Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mountain America Credit Union and has not been reviewed or approved by Mountain America Credit Union.

  • Healthcare Strength — Company materials indicate substantial employer-paid medical coverage with multiple plan options plus HSA/FSA access. Dental and vision are offered at low employee cost, and income-protection benefits like disability and life insurance are included.
  • Retirement Support — A 401(k) with company match is available immediately upon enrollment. Feedback suggests retirement benefits are a dependable cornerstone of the package.
  • Leave & Time Off Breadth — The program includes numerous paid holidays and PTO that increases with tenure for both full- and part-time staff. Feedback suggests vacation and holiday benefits are a relative strong point.

Mountain America Credit Union Insights

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The Company
HQ: Sandy, UT
1,683 Employees
Year Founded: 1934

What We Do

It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.

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