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Marketing Automation Specialist


Apr 19, 2019

Bellevue, WA


Agent: Angelica H.

Job #: 146743

Salary: DOE

Job Description

Our client in the mortgage lending industry is seeking a Marketing Automation Specialist to join their team! The Marketing Automation Specialist plays an important role in the organization by performing a variety of activities 
directly related to primarily to the organization’s Retail Marketing functions. The role is responsible for, under general
 direction, for the company’s Retail marketing automation on behalf of all originators and other internal clients.  This
 role is responsible for designing, implementing, and maintaining workflows for automated email/direct mail/ print,
social and video campaigns, and for performance metrics to aid in the enhancement of content for target engagement
 and conversion.



  • Manage and enhance all our automation platforms linked to the SFDC CRM to deliver a great experience for our
retail originators, other internal departments and end customers. These platforms include, but are not limited to 
Pardot, PrintSF, Social Studio, BombBomb and Events

  • Collaborate with our Salesforce team, IT developers, and marketing team to successfully execute on project
requests, ensure marketing automation best practices, and capture feedback for platform and process 

  • Manage and create formats for dashboards, reports, forms, templates, layouts and provide business insights from
dashboard metrics, continuously monitoring data quality and integrity.

  • Support, enhance and modify Drip Campaigns to enhance, replace or add messaging as needed, based on field
feedback and campaign performance.

  • Troubleshoot any reported errors, ensuring that campaigns fire as designed, opt-outs are processed successfully,
and correct variable fields are being used for personalization.   

  • Create landing pages to support all lead generation activities.

  • Drive end-user adoption of Marketing Automation Stack through documentation, support and training of new and
current employees.

  • Develop accurate reports and dashboards and ensure timely distribution to key stakeholders.

  • Document and lead train the trainer sessions for marketing automation reporting and dashboard creation around
platform adoption, emails, events, user creation, troubleshooting, and overall system enhancement.

  • Assist in the administration and troubleshooting of all platforms including Pardot, PrintSF, BombBomb, and Events 
  • Build new campaign workflows for drip campaigns, including targeting and timing logic, if/then scenarios that
 include more targeted workflows based on responsive behavior, call-to action logic, from logic and automated

  • Administer scheduled sends to mass email distributions for Servicing business.

  • Identify process improvements in the CRM function and work with all appropriate individuals to implement those 

  • Perform all administration functions such as security user management, profiles, roles, permissions, workflows
and assignment rules for automation platforms

  • Become closely familiar with internal Marketing and business processes and cross-functional operations.

  • Perform as primary point of contact for day to day user requests.

  • Responsible for correcting any data issues within the system and keeping the application up to date, including
system upgrades.

  • Perform other duties, as assigned.


  • Bachelor’s Degree, along with 4 to 6 years of strong Salesforce, Pardot administration and Events Automation
 experience required. 
  • Working knowledge of Microsoft Office Suite; high proficiency in Excel and flowcharting tools.

  • Expert knowledge of CAN-SPAM and opt- in and opt-out practices.
  • Strong communication experience and problem-solving skills with demonstrated success in effectively driving 

  • Excellent written and verbal communication skills.

  • Self-motivated with a strong attention to detail

  • Ethical, with a commitment to company values.

  • Able to work independently and meet deadlines without direct supervision.

  • Passionate about delivering excellence in customer service within a team environment.

  • Ability to organize and manage multiple priorities simultaneously.

Want more details about this and other opportunities?
Meet Angelica Hernandez!