Senior Marketing Automation Manager

Senior Marketing Automation Manager Take your marketing automation expertise to the next level with a company that's rethinking retirement! At WealthVest, we're looking for an experienced, technically driven professional who thrives on solving complex challenges, optimizing systems, and turning marketing technology into meaningful business results. As our Senior Marketing Automation Manager, you'll take ownership of our Adobe Marketo Engage platform, strengthen the connection between Marketing and Sales, and develop sophisticated automation strategies that support financial advisor engagement and our carrier partners' success. Whether you're looking to advance your career in beautiful Bozeman, Montana, or you're an experienced marketing automation professional seeking a remote opportunity from elsewhere in the United States, we would love to hear from you! If you are energized by improving processes, developing innovative solutions, collaborating across teams, and continuously advancing your technical expertise, you'll find an exciting opportunity to make an impact while working alongside a collaborative, high-performing team. Job Purpose/Role: The Senior Marketing Automation Manager is responsible for the day-to-day administration, reliability, governance, and optimization of WealthVest's Adobe Marketo Engage platform. This position serves as the technical owner of our marketing automation environment, overseeing campaign execution, Salesforce integration, lead-scoring methodologies, and automated marketing programs that support WealthVest and its carrier partners. Working closely with Marketing, Sales, IT, and carrier partners, the Senior Marketing Automation Manager will develop and maintain scalable automation processes, execute targeted advisor communications, oversee marketing automation support resources, and ensure accurate, compliant, and effective marketing campaigns. This is a hands-on, technically demanding role that requires adaptability, strong analytical thinking, and the ability to balance competing priorities in a fast-paced environment. WealthVest operates in a dynamic industry where technology, business needs, and marketing strategies continue to evolve. Success requires someone who takes ownership, embraces challenges, and proactively identifies opportunities to improve systems and processes. Responsibilities: Own and administer WealthVest's Adobe Marketo Engage platform, including system configuration, user permissions, workspaces, templates, operational standards, and platform governance. Develop and maintain processes, documentation, and technical improvements that support the continued growth and optimization of WealthVest's marketing automation capabilities. Build, test, schedule, and execute targeted email marketing campaigns on behalf of WealthVest and its carrier partners. Develop, maintain, and optimize automated nurture campaigns that support financial advisors throughout their engagement journeys. Manage Marketo webinar programs, including registration, automated communications, attendee tracking, integrations, and post-event follow-up. Oversee and maintain the integration between Marketo and Salesforce, including data synchronization, field mappings, lead management processes, and troubleshooting. Develop, manage, and continuously improve lead-scoring methodologies that help identify advisor engagement, prioritize opportunities, and support Sales and Marketing initiatives. Monitor database accuracy, segmentation, subscription preferences, email deliverability, and compliance with applicable WealthVest and carrier partner requirements. Collaborate with Marketing, Sales, IT, and carrier partners to translate business objectives into effective marketing automation solutions. Manage and provide technical guidance to marketing automation support resources, including assigning work, reviewing deliverables, and supporting professional development. Track and analyze marketing campaign performance, lead progression, and engagement metrics to identify opportunities for continuous improvement. Troubleshoot complex technical issues, manage integrations with supporting marketing technologies, and coordinate with internal teams and vendors to implement effective solutions. Proactively identify opportunities to improve platform functionality, streamline workflows, and enhance the effectiveness of marketing automation initiatives. Key Requirements, Skills & Experience: Minimum of 8 years of hands-on experience with Adobe Marketo Engage and marketing automation, including administration and ownership of a production environment. Current Adobe Marketo Engage Expert certification or equivalent current Adobe Marketo professional certification demonstrating expert-level proficiency. Advanced understanding of Marketo functionality, including Smart Campaigns, engagement programs, segmentation, lead lifecycle management, reporting, and database governance. Demonstrated experience developing, implementing, and optimizing lead-scoring models that translate marketing engagement into actionable insights for Sales teams. Strong experience with MarketoSalesforce integrations, including data synchronization, field mappings, troubleshooting, and data management. Experience coordinating or managing marketing automation support personnel, including providing technical guidance, assigning responsibilities, and ensuring quality. Strong analytical and problem-solving skills with the ability to independently investigate and resolve complex technical challenges. Demonstrates self-directed work habits, takes ownership of responsibilities, and adapts effectively to changing priorities with limited direct supervision. Ability to manage multiple projects, meet deadlines, and maintain exceptional attention to detail in a fast-paced environment. Excellent communication and interpersonal skills, with the ability to collaborate effectively across technical and nontechnical teams. Thinks strategically, connecting marketing automation capabilities with broader business objectives and opportunities for improvement. Demonstrates a commitment to maintaining accurate data, reliable systems, and compliant marketing communications. Takes ownership and responsibility for the quality, accuracy, and effectiveness of all work delivered. Consistently identifies and acts on opportunities to improve processes, enhance system functionality, and support business outcomes without requiring explicit direction. Experience supporting multiple brands or strategic partners within a shared Marketo environment is preferred. Experience in financial services, insurance, or another regulated industry is preferred. Familiarity with Marketo APIs, webhooks, HTML/email templates, and advanced personalization is preferred. This role is for experienced professionals who enjoy taking ownership, solving complex problems, and making a measurable impact. If you're passionate about marketing technology, thrive in an environment where expectations are high and continuous improvement matters, and want to help shape the future of marketing automation at WealthVest, we'd love to connect with you. Are you ready to grow with us? Location: Bozeman, Montana (On-Site Preferred) | Remote United States (Qualified Candidates) This position is open to candidates currently located in or willing to relocate to Bozeman, Montana. While we prefer an individual who can work alongside our team at our Bozeman headquarters, we are also open to considering qualified candidates located elsewhere in the United States for a remote opportunity. Remote candidates must demonstrate the technical expertise, relevant experience, and ability to work independently required to successfully perform the responsibilities of this position. All candidates must be authorized to work in the United States. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.