Manager, CRM Operations at Avantax Wealth Management (Dallas, TX)

| Dallas-Fort Worth, TX
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Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to Avantax Planning Partners and TaxAct is seeking a Manager, CRM Operations that will lead efforts to define and deploy Avantax campaigns utilizing various MarTech platforms. Working closely with the Director, Marketing Operations for TaxAct with a direct reporting line to the Marketing and Sales Operations Director for Avantax, this individual creates, implements, measures, and optimizes multi-touch, omnichannel business-to-business marketing campaigns in support of Avantax. The candidate for this role should be an experienced data-driven marketer who bases journey optimization on data and industry experience.

Essential Duties & Responsibilities
  • Collect business requirements for new marketing campaigns from Avantax marketing leadership, while providing consultative guidance.
  • Lead automated campaign design, execution, and testing and optimization, in collaboration with the marketing team.
  • Communicate with impact and clarity across all levels of the organization - team, peers, stakeholders, and senior leaders.
  • Managing the development of email and display campaigns.
  • Work in close partnership with Strategy, Analytic, Marketing, and Sales Operations and Creative teams to support campaign design and triggered Lifecycles to deliver against business goals.
  • Manage subscriber databases, import, and segmentation logic.
  • Ensure campaign connectivity to Avantax's Salesforce CRM and business intelligence systems.
  • Update existing HTML and text email templates including dynamic, wireframe templates (URLs, copy, alt text).
  • Assist with quality assurance and end-to-end testing of emails (content integration, link checking, etc.).
  • Support optimization of campaigns to drive key email metrics: CTR, open rate, conversions, etc.
  • Utilize campaign management tools and analytics programs to monitor campaign performance.
  • Help develop creative & landing page testing plans.
  • Provide support and input to the Marketing team with special projects as needed.
  • Adhere to email marketing best practices, strategies, and industry standards to maintain a deliverable email list.
  • Other job duties as defined.

Education & Experience
  • Bachelor's degree in business, marketing, computer science, or a related field.
  • Salesforce Marketing Cloud and/or Pardot certified.
  • 5+ years of experience in hands-on CRM, MarTech position.
  • 4+ years of experience with Pardot or Marketing Cloud.
  • 4+ years of experience using Engagement Studio and/or Journey Builder.
  • Experience with implementations and/or integrations with other Salesforce Cloud products preferred.
  • Proficient in Microsoft Office, particularly Excel.
  • Familiarity with ESP platforms like Salesforce Marketing Cloud.
  • HTML expertise is a must (without the use of WYSIWYG).
  • Familiarity with email best practices.
  • A/B or multi-variate testing experience.
  • Strategic problem solving & analytical skills.
  • Strong verbal and written communication, organizational, and attention to detail skills.
  • Ability to work independently on projects as needed.
  • Excellent time-management skills and ability to meet tight deadlines.
  • Ability to handle pressure, prioritize, and manage multiple projects simultaneously and accurately.
  • Ability to work in a fast-paced changing environment across multiple teams.
  • Self-disciplined with a strong work ethic and the ability to learn quickly.

Physical Demand & Work Effort
  • Keying/typing, standing, walking.
  • Sitting for an extended period.
  • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
  • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
  • Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.


At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected] or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.
More Information on Avantax Wealth Management
Avantax Wealth Management operates in the Fintech industry. The company is located in Dallas, TX. Avantax Wealth Management was founded in 2022. It has 501 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 35 open jobs at Avantax Wealth Management, click here.
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