Marketing Operations Specialist

2 weeks ago

Westlake, United States Equity Trust Full time
*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period.
JOB OVERVIEW:The Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited to lead assignment/distribution, data cleanup, reporting, and data communication. Also supports the Digital Marketing Manager with the management of our online marketplace, Investment District.
RESPONSIBILITIES & DUTIES:
  • Salesforce liaison for marketing and sales, including duplication management, lead assignment, and reporting.
  • Marketing lead process adoption and compliance to optimize efficiency.
  • Identifies opportunities for improvement in the marketing process, reviewing with management to formulate recommendations.
  • Responsible for accurate data entry, data cleanliness and reporting using various systems, including but not limited to, Salesforce and Microsoft Office Suite.
  • Administers and reports on projects for marketing initiatives.
  • Researches, solves, and communicates issues impacting sales and marketing lead and technical solution processes.
  • Evaluates the lead qualification and sales journey from marketing to sales.
  • Organizes, documents, and maintains marketing processes and collateral.
  • Organizes and sends monthly Investment District invoicing, onboards the provider to Investment District, creates the listing in platform, reports on Investment District as a whole and communicates with the providers listed on an ongoing basis
  • Supports manager and team on new and ongoing projects as required
  • Performs other duties as assigned

QUALIFICATIONS:
  • Minimum 2 years of experience in sales or marketing support and/or technical solution duties in a professional business environment
  • Experience working with CRM software, Salesforce preferred
  • Proficient in Microsoft Office Suite
  • Strong attention to detail and problem-solving abilities
  • Must have clear and professional communication skills

PROFESSIONAL CERTIFICATIONS:
  • None required

TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:
  • Intermediate proficiency with Salesforce
  • Intermediate proficiency with Sales and/or Marketing technical solutions
  • Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Communicates Effectively
  • Customer Focus
  • Plans & Aligns
  • Collaborates 

PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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