Channel Strategist

About the Role

Key Responsibilities

• Collaborate with marketing and sales operations stakeholders to gather insights for channel plans and capability advancement.
• Document current state processes and workflows and propose opportunities for optimizations and customer journeys to improve conversion rates.
• Deliver regular reports and draw insights on historical lead data, audience attributes, and lead performance metrics to support channel planning strategies.
• Support project management to ensure detailed channel requirements are outlined for operational activation.
• Conduct complex troubleshooting for stakeholders to identify root cause problems and implement long-term solutions.

Requirements

• 3+ years of experience in a strategic marketing or channel planning role.
• 5+ years of marketing automation experience, particularly with Marketo.
• 2+ years of experience with CRM tools, specifically Microsoft Dynamics.
• Strong communication skills, with the ability to write and deliver clear, actionable plans and technical requirements.
• Detail-oriented and organized with excellent project management skills.

Nice to Have

• Experience with marketing automation tools beyond Marketo.
• Experience working in financial services or similar industries.
• Knowledge of audience targeting and lead management strategies.

Qualifications

• Experience with CRM software and marketing automation platforms.

Benefits & Perks

• Opportunity to work in a highly cross-functional role that impacts the entire organization.
• Engage in meaningful work that supports client conversion and retention strategies.
• Collaborate with diverse teams across marketing, analytics, and sales operations.
• Gain valuable experience in lead management and audience targeting.
• Work in a flexible remote environment with a focus on results.
• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k) with Match
• Weekly Pay