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Sr Marketing Automation Specialist

Sr Marketing Automation Specialist

Compeer FinancialSun Prairie, WI, United States
25 days ago
Job type
  • Full-time
Job description

Empowered to live. Inspired to work.

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you :

  • Hybrid model - up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits : medical, dental, vision, HSA / FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays / floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership / certification reimbursement and more!

Casual / seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com / careers .

This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN; Sun Prairie, WI; Naperville, IL; or Bloomington, IL office.

A typical day :

This position leads the strategy, execution and optimization of personalized, data-driven customer journeys across email, SMS, web and other digital channels. Blends advanced technical platform expertise with strategic marketing insight to deliver sophisticated and high-impact campaigns that drive engagement, conversion and loyalty. Works cross-functionally to translate complex business objectives into actionable Salesforce Marketing Cloud (SFMC) solutions, leveraging deep knowledge of tools such as Email Studio, Journey Builder, Automation Studio and Mobile Studio to reach the right audience at the right time while ensuring data accuracy, compliance and continuous performance improvement. Serves as a subject matter expert, identifying opportunities for innovation and driving continuous optimization through insights and experimentation.

The contributions you will make :

Performance, Optimization and Collaboration

  • Partners with sales enablement, inside sales, and marketing teams to align demand generation programs, enhance lead tracking methodologies, and improve the accuracy and clarity of performance reporting.
  • Partners with the enterprise data team to design and develop segmentation strategies, maintain data quality standards and ensure marketing efforts are supported by accurate, actionable data.
  • Leads relationships with marketing automation vendors to ensure the platform continues to support evolving business requirements.
  • Leverages comprehensive analysis of campaign performance, customer behavior and engagement trends to drive continuous improvement.
  • Designs and delivers reporting and performance insights through dashboards and executive summaries, etc., enabling stakeholders to measure success against KPIs and make data-driven decisions.
  • Oversees deliverability, engagement rates and compliance with regulations such as CAN-SPAM and GDPR.
  • Stays at the forefront of Salesforce Marketing Cloud capabilities, digital marketing trends and industry best practices, recommending and experimenting with new tools and methods to drive innovation.
  • Serves as the subject matter expert for marketing automation platforms, providing strategic consultation, training and support to internal users.
  • Leads knowledge-sharing sessions, mentoring team members and enabling cross-functional partners to effectively leverage marketing automation insights and tools.
  • Marketing Automation Strategy Execution and Reporting

  • Manages the strategic use of the organization's Salesforce Marketing Cloud platform, ensuring accurate data, advanced audience segmentation and seamless campaign execution across email, SMS, landing pages and automated journeys.
  • Develops and optimizes digital assets, including dynamic content, landing pages and campaign-specific creative, that drive lead generation and support lifecycle journeys and event promotion.
  • Oversees end-to-end execution of marketing automation programs supporting integrated campaigns, webinars, tradeshows, as well as client-facing and internal initiatives, ensuring alignment with business goals, audience targeting and performance outcomes.
  • Partners with business marketing leads to design and deliver demand generation strategies, ensuring campaign architecture and messaging align with overall objectives.
  • Develops and refines lead scoring practices to better identify and prioritize marketing-qualified leads, ensuring stronger alignment between marketing efforts and performance.
  • Collaborates with product marketing teams to deliver tailored content streams and campaigns for account-based and personalized marketing initiatives.
  • Leads cross-functional collaboration with stakeholders to align timelines and deployments with business priorities, forecasts and stakeholder expectations.
  • Leverages data insights to optimize nurture programs that align with customer journey stages to deepen engagement and brand loyalty.
  • Provides training, mentoring and guidance to marketing automation users and stakeholders, helping build platform expertise across the team.
  • Data Segmentation and Platform Integration

  • Leads the administration and optimization of client data sets, applying advanced segmentation strategies to ensure audience targeting that aligns with campaign goals and defined KPIs.
  • Develops targeted audience segmentation frameworks for marketing initiatives that drive increased engagement, revenue and relevance.
  • Manages an up-to-date opt-in client database, ensuring compliance with marketing communication preferences and regulatory requirements.
  • Provides recommendations for integrations between the marketing automation platform and other technologies to ensure seamless data flow and enhance campaign capabilities.
  • Oversees and conducts quality assurance audits and testing within the platform to ensure accurate program implementation, uncover inefficiencies and identify opportunities for optimization.
  • Builds the technical framework for complex, multi-channel digital campaigns to deliver a seamless and engaging customer experience.
  • Industry Expertise

  • Evaluates and integrates emerging trends, innovations and advanced methodologies in marketing automation and email marketing to drive strategic advantage.
  • Mentors and trains team members on segmentation best practices, data governance and integration workflows to build broader organizational expertise.
  • Identifies and assimilates industry best practices, strategic innovations and partnership opportunities to optimize the team's campaign effectiveness.
  • The skills and experience we prefer you have :

  • Bachelor's degree in marketing, communications, or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Minimum 7 years of marketing experience with demand generation and marketing automation exposure or other applicable experience.
  • Proven hands-on experience of Salesforce, Marketing Cloud as well as experience with integrations between SFMC and CRMs like Salesforce Sales or Service Cloud.
  • Financial industry experience preferred.
  • Salesforce Marketing Cloud certifications.
  • Background in developing journey maps or customer lifecycle frameworks.
  • Strong understanding of client segmentation based on product ownership data to tailor custom product, service propositions and / or thought leadership content.
  • Strong understanding of digital marketing concepts, customer lifecycle strategies and data privacy compliance.
  • Demonstrated experience managing campaign builds from strategy through to deployment and reporting.
  • General knowledge of the financial industry and competitor's products.
  • Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
  • Strong grammatical and proofreading skills and the ability to adapt writing copy to various audiences, purposes or media.
  • Solid creative style skills. Strong problem solving, decision making and organizational skills.
  • Demonstrates creativity, out-of-the-box thinking and resourcefulness to consistently help the team meet goals.
  • Ability to handle multiple facets of projects at multiple phases of development and implementation.
  • Strong interpersonal skills with the ability to establish and maintain cooperative working relationships with internal and external partners.
  • Advanced computer skills, including MS Office applications and customer relationship management (CRM) programs.
  • HTML skills to build email templates and advanced analytical skills with attention to detail.
  • Familiarity with Datorama / Intelligence or other analytics platforms. Valid driver's license.
  • #IND100

    How we will take care of you :

    Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as : training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

    Base Pay

    $82,400 — $124,500 USD

    Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

    Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

    Click here to view federal employment laws applicable for applicants.

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    Marketing Specialist • Sun Prairie, WI, United States

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