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Marketing Operations Specialist
Equity Trust Westlake, OH
$65k-88k (estimate)
Full Time 3 Weeks Ago
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Equity Trust is Hiring a Marketing Operations Specialist Near Westlake, OH

*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW
The Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited to lead assignment/distribution, data cleanup, reporting, and data communication. Also supports the Digital Marketing Manager with the management of our online marketplace, Investment District.

RESPONSIBILITIES & DUTIES
  • Salesforce liaison for marketing and sales, including duplication management, lead assignment, and reporting.
  • Marketing lead process adoption and compliance to optimize efficiency.
  • Identifies opportunities for improvement in the marketing process, reviewing with management to formulate recommendations.
  • Responsible for accurate data entry, data cleanliness and reporting using various systems, including but not limited to, Salesforce and Microsoft Office Suite.
  • Administers and reports on projects for marketing initiatives.
  • Researches, solves, and communicates issues impacting sales and marketing lead and technical solution processes.
  • Evaluates the lead qualification and sales journey from marketing to sales.
  • Organizes, documents, and maintains marketing processes and collateral.
  • Organizes and sends monthly Investment District invoicing, onboards the provider to Investment District, creates the listing in platform, reports on Investment District as a whole and communicates with the providers listed on an ongoing basis
  • Supports manager and team on new and ongoing projects as required
  • Performs other duties as assigned

QUALIFICATIONS
  • Minimum 2 years of experience in sales or marketing support and/or technical solution duties in a professional business environment
  • Experience working with CRM software, Salesforce preferred
  • Proficient in Microsoft Office Suite
  • Strong attention to detail and problem-solving abilities
  • Must have clear and professional communication skills

PROFESSIONAL CERTIFICATIONS
  • None required

TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
  • Intermediate proficiency with Salesforce
  • Intermediate proficiency with Sales and/or Marketing technical solutions
  • Intermediate level proficiency in Microsoft Office
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Communicates Effectively
  • Customer Focus
  • Plans & Aligns
  • Collaborates 

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Job Summary

JOB TYPE

Full Time

SALARY

$65k-88k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

07/02/2024

WEBSITE

trustetc.com

HEADQUARTERS

SIOUX FALLS, SD

SIZE

200 - 500

FOUNDED

1974

TYPE

Private

REVENUE

$5M - $10M

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About Equity Trust

Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.

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The following is the career advancement route for Marketing Operations Specialist positions, which can be used as a reference in future career path planning. As a Marketing Operations Specialist, it can be promoted into senior positions as a Private Label Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Marketing Operations Specialist. You can explore the career advancement for a Marketing Operations Specialist below and select your interested title to get hiring information.

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Quotes from people on Marketing Operations Specialist job description and responsibilities

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Marketing Ops managers oversee a broad nexus of technology, programs, and data.

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Marketing ops professionals often possess technical and analytical backgrounds — financial analysts, project directors, data scientists, market researchers, analytics developers, certified data analysts.

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Experience with CRM databases; working knowledge of Braze ideal but not required.

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Set KPIs for achievements (not just results).

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Continue to get feedback from all collaborators.

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Achieve professional certifications.

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