Job Details

Job Location
Saratoga Springs Office - Saratoga Springs, NY

Salary Range
$80,000.00 - $110,000.00 Salary/year

Job Category
Marketing

The HubSpot/Marketing Automation Specialist will be responsible for managing the firm's email marketing and automation processes, ensuring that all communications are executed smoothly and effectively. This role plays a crucial part in driving client engagement, nurturing leads, and supporting the sales team through targeted, data-driven marketing strategies. The ideal candidate is a skilled user of HubSpot, with experience integrating marketing automation platforms with CRM systems, particularly Salesforce. They will focus on optimizing customer journeys, refining lead scoring, and providing actionable insights through rigorous data analysis.

Primary Responsibilities

• Email Marketing Management: Configure, manage, and execute most firmwide and advisor specific email communications, including list management, content programming, and post-send reporting to measure effectiveness.
• Marketing Automation Integration: Oversee and maintain integrations between HubSpot and Salesforce to ensure seamless data flow and accurate lead tracking.
• Lead Nurturing and Scoring: Segment audiences and personalize content using automation tools to nurture leads based on interactions and behaviors, assigning scores to prioritize high-value prospects for the sales team.
• Customer Journey Mapping: Design and manage workflows that deliver personalized experiences for leads and customers, enhancing engagement and conversion rates.
• Data Analysis and Optimization: Monitor and analyze key metrics such as open rates, click-through rates, and conversions; conduct A/B testing to refine strategies and maximize campaign performance.
• System Maintenance and Troubleshooting: Ensure the marketing automation software is functioning optimally, troubleshoot any technical issues, and stay updated on new features or software upgrades to improve capabilities.

Ideal Candidate

• Educational Background: Bachelor's degree in marketing, business, data analytics, or a related field.
• Experience: 3-5+ years in marketing automation, email marketing, or a related role, with hands-on experience in HubSpot and CRM (Salesforce experience preferred).
• Technical Proficiency: Strong understanding of marketing automation tools and CRM integrations, especially HubSpot. Other marketing automation platform experience may also be considered.
• Analytical Mindset: Skilled in data analysis and comfortable with A/B testing methodologies to continuously optimize performance.
• Attention to Detail: High level of accuracy in configuring and executing campaigns, with strong organizational skills to manage multiple projects simultaneously.
• Problem-Solver: Ability to troubleshoot technical issues with automation tools and adapt to changes or upgrades in software functionality.
• Communication Skills: Excellent written and verbal communication skills for effective cross-team collaboration and clear reporting.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills