Email Marketing Specialist

About This Role

This Email Marketing Specialist will drive organic marketing efforts, audience engagement, and firm revenue by owning and optimizing email marketing automation, developing and executing email strategies, and collaborating with cross-functional teams.

Responsibilities

• Own and optimize our email marketing automation platform (HubSpot)
• Ideate and execute the email marketing strategy, with support and direction from members of the greater marketing team
• Establish best practices for email setup, list management, and campaign execution
• Build and QA email campaigns, newsletters, nurture programs, lead scoring models, and behavioral-based workflows
• Strategize and execute marketing email-based nurture campaigns, drip campaigns, and trigger-based email workflows
• Collaborate with Subject Matter Experts (SMEs), content, and creative teams to create high-quality email marketing content
• Maintain lead lifecycle tracking, contact segmentation, and integration
• Develop HubSpot dashboards and reporting cadences that highlight campaign performance, funnel health, and key insights for both marketing and BD
• Identify inefficiencies and continuously improve campaign operations, lead flow, attribution, and tracking methodologies in HubSpot and SFDC
• Work closely with BD to correctly attribute lead sources by campaign and medium, and ensure smooth lead handoffs
• Keep up with email marketing strategy best practices and trends

Requirements

• Bachelor's degree in marketing, communications, advertising, business, or similar
• 3-5 years of hands-on experience in HubSpot email marketing and marketing operations for a B2B company
• 3-5 years of experience editing email copy for engagement, conducting A/B testing, and maintaining an email marketing calendar, including email marketing campaigns
• Basic knowledge of CRMs, such as Salesforce, and how data flows between marketing automation platforms
• Understanding of email marketing strategies with experience producing email assets and supporting campaigns
• Strong project management skills
• Strong commitment to meeting reasonable deadlines
• Strong skillset in proactively managing project risks
• Strong in cross-functional workflows, projects, and strategies
• Ability to analyze and draw insight from datasets to identify trends and recommendations for improving email campaign performance
• Team player who can adapt workflows to accommodate other teams (content, creative, performance, etc.) within reason

Qualifications

• Bachelor's degree in marketing, communications, advertising, business, or similar
• 3-5 years of hands-on experience in HubSpot email marketing and marketing operations for a B2B company and 3-5 years of experience editing email copy for engagement, conducting A/B testing, and maintaining an email marketing calendar

Nice to Have

• Prior experience in financial services, accounting, tax, or wealth or investment management firms
• Prior experience with Salesforce CRM and understanding client data management best practices

Skills

* Required skills