CRM and Marketing Automation Specialist in Work From Home at TradeStation

Date Posted: 4/29/2021

Job Snapshot

Job Description

CRM and Marketing Automation Specialist

TradeStation is an on-line brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  We have built a team of amazing people who work together in a high-performance culture to provide our clients with exceptional products and services.  We offer a collaborative and flexible work environment, competitive salaries, comprehensive benefits and an unlimited PTO policy.
We are currently seeking an energetic, innovative, and curious individual who is not afraid to try out new ideas to join our marketing team. The CRM and Marketing Automation Specialist will be responsible for supporting our CRM and marketing automation initiatives, with a focus on implementing, automating and optimizing lead generation, onboarding, engagement and the overall experience of TradeStation customers. The role will work on a variety of marketing channels with a strong emphasis on email automation.  This exciting role, reporting to the Senior Marketing Manager of CRM and Communication, will play an integral part in the marketing team, managing and coordinating marketing initiatives, programs, and projects to help us reach our company goals.
Responsible for assisting the CRM and Marketing Automation Team and in planning, implementing, reporting and optimizing campaigns:
  • Integrated planning and campaign development
  • Create customer journeys and nurture campaigns
  • Facilitate ongoing project management to implement programs from concept to completion
  • Work in close partnership with marketing team, agencies and vendors to ensure quality execution of marketing programs
  • Work with internal departments to accomplish tasks and ensure that marketing campaign updates and reporting are provided to stakeholders
  • Day-to-day management of email campaigns and automations
  • Projects may include a variety of marketing channels such as digital, email, and social media
  • A proactive, self-starter with a passion for marketing and communications
  • Strong written and oral communication skills required
  • Working knowledge of Microsoft suite of products
  • Working knowledge of Salesforce
  • A background in marketing best practices, current trends and desire to learn the industry at a fast pace 
  • Candidate should be a detail-oriented with excellent multi-tasking skills to oversee jobs throughout the entire marketing cycle
  • Analytical and technical mindset and an ability to analyze and interpret data
  • Working knowledge of non-proprietary email platforms strongly desired
  • Experience developing and editing marketing copy strongly desired
  • Capable of managing marketing projects, tracking and reporting of results independently
  • Bachelor’s degree, preferably in communications, marketing or a related area
  • Project management skills
  • At least 2 to 5 years of experience in a non-agency marketing function
  • Relevant industry experience will be a strong advantage
  • Experience working with content strategy and content creators to effect change and improve results