Marketing Data Specialist

About the Role

Key Responsibilities

• Regularly update and maintain customer records, contacts, and leads in software to ensure accuracy and usability across teams.
• Create, schedule, and analyze targeted email campaigns to nurture leads and engage customers.
• Qualify incoming leads, assign them to sales teams, manage deal boards, and track progress through the sales funnel.
• Generate and share performance reports on campaigns, lead conversions, and ROI, including CD renewals, eStatement campaigns, savings growth, and other key initiatives.
• Build and manage automated workflows for lead nurturing and follow-ups, collaborating with internal teams on content and social integration.
• Train new system users on tools and best practices and provide ongoing support to optimize platform usage.
• Help create and maintain a comprehensive Data Dictionary to ensure consistency across departments.
• Explore and implement new system capabilities such as text messaging, live chat, and calendar integration to enhance customer engagement.
• Support digital marketing efforts, including website updates, search engine optimization (SEO), search engine marketing (SEM), GEO search strategies, and paid advertising campaigns.

Requirements

• Strong attention to detail, excellent organization, and the ability to manage multiple projects simultaneously.
• Clear communication and collaboration skills for effective teamwork across departments.
• Problem-solving mindset, curiosity to learn new tools and processes, and creativity in turning data into actionable marketing strategies.
• Ability to adapt and embrace new technology to support marketing and CRM initiatives.

Nice to Have

• Experience with a customer relationship management platform.
• Familiarity with digital marketing tools and channels, including email marketing, SEO/SEM, and paid advertising.
• Understanding of workflow automation and lead management processes.
• Knowledge of reporting and analytics tools.
• Experience in website content management and optimization.
• Background in financial services or related industry.

Qualifications

• Bachelor's degree (preferred).

Benefits & Perks

• Medical, dental, short and long term disability, and life insurance.
• Paid time off and a wellness program.
• A 401(k) savings plan at hire for future financial protection.