Marketing Automation Specialist

Wealth Enhancement Group

. Build and test engagement plans for email, direct mail, and SMS using Marketing Automation .

Posted 9/17/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Marketing Automation, particularly with Salesforce Marketing Cloud, to build and optimize engagement plans across various channels. Proficient in A/B testing, performance reporting, and utilizing digital tools to enhance marketing strategies and audience targeting.

Highest-signal resume keywords

Salesforce Marketing Cloud ExpertiseEmail Marketing ExperienceA/B Testing DevelopmentSQL Query WritingSalesforce CRM Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Email MarketingMarketing AutomationA/B TestingSQL Query WritingPerformance ReportingAudience SegmentationTroubleshootingData AnalysisList ManagementKPI Improvement

Soft Skills

CommunicationCritical ThinkingProblem SolvingOrganizationProject Management

Tools & Technologies

Salesforce Marketing CloudDataromaAI ToolsDigital ToolsMicrosoft Office Suite

Certifications & Qualifications

Salesforce Marketing Cloud Specialist Certification

Industry Keywords

Financial ServicesMarketing Automation ToolsEngagement PlansDirect MailSMS Marketing

Tech Stack

Tools & technologies

CloudSQL

About the role

Key responsibilities & impact

Build and test engagement plans for email, direct mail, and SMS using Marketing Automation
Collaborate with paid media and integrated marketing to build, implement, analyze, and optimize workflows through Marketing Cloud
Act as first responder to troubleshoot marketing automation technology issues and escalate as needed
Build basic performance reports for acquisition and engagement programs using Dataroma in Marketing Cloud
Perform list counts as requested
Build Marketing Cloud audiences for prospect, client, and MCP segment sources
Report segment improvements to the Director of Marketing Automation
Conduct ongoing A/B testing
Recommend improvements to performance KPIs and audience accuracy
Establish best practices for Marketing Cloud and email development
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment
Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools

Requirements

What you’ll need

Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
4 years of professional email marketing experience
Experience in financial services industry is a plus, but not required
Experience and/or technical expertise with Salesforce Marketing Cloud (Exact Target), Eloqua, Pardot, or Marketo (Adobe Campaign), or similar marketing automation tools
Experience with Salesforce or other major CRM
Experience writing SQL queries preferred
Strong communication, critical thinking, problem solving, prioritization, organization, and project management skills
Developed and deployed A/B testing measurements and results
Experience in using universal control groups for extracting insights (preferred)
Certified Salesforce Marketing Cloud Specialist certification (or willingness to achieve certification within first year)
Proficient knowledge of Microsoft Windows and Office Suite
Proficient at using AI and digital tools
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)