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Marketing Operations Specialist

Columbus McKinnon
United States, Wisconsin, Hartland
May 02, 2025
Job Summary/Overview
Essential Duties and Responsibilities

Salesforce Administration:



  • Manage and maintain the Salesforce CRM system, ensuring data integrity and accuracy.
  • Implement Salesforce best practices, including data hygiene, user management, and security protocols.
  • Customize Salesforce to meet the needs of the marketing team, including creating custom fields, workflows, and reports.
  • Conduct regular audits of Salesforce data to ensure compliance with company policies and industry regulations.


Marketing Automation:



  • Oversee the setup and management of marketing automation tools integrated with Salesforce.
  • Develop and execute automated marketing campaigns, including email marketing, lead nurturing, and scoring via cross collaboration with regional digital teams.
  • Monitor and analyze campaign performance, providing insights and recommendations for optimization.


Campaign Project Management:



  • Orchestrate projects by defining goals, conducting kick-off and proceeding meetings with product/sales experts and needed team members.
  • Build reports and dashboards, and connect campaigns from Pardot to Salesforce.
  • Build and manage tasks and projects in Asana.
  • Ensure timely and successful project delivery.


Data Analysis and Reporting:



  • Create and maintain dashboards and reports in Salesforce to track key marketing metrics and KPIs.
  • Analyze marketing data to identify trends, opportunities, and areas for improvement.
  • Present findings and recommendations to the marketing team and senior management.
  • Ensure campaigns are strategized with a holistic approach, delivering measurable outcomes tracked against opportunities and revenue.


Technical Documentation:



  • Develop and maintain Standard Operating Procedures (SOPs) and knowledge articles.
  • Ensure documentation is up-to-date and accessible to relevant stakeholders.


Campaign Building and Maintenance:



  • Build and maintain marketing campaigns, ensuring alignment with overall marketing strategy.
  • Monitor campaign performance and make necessary adjustments for optimization.
  • Ensure demand generation and digital content are appropriately tracked and tagged back to the campaign for trackability in global regions.


Prospect Segmentation:



  • Implement automations within tools to ensure proper segmentation for deeper account/persona-based marketing.


Executive Level Buy-In and Adoption:



  • Secure executive-level buy-in by understanding and mimicking processes within the tool.
  • Promote the adoption of marketing tools and processes across the organization.


User Adoption and Training:



  • Drive user adoption of marketing tools and processes.
  • Provide global training and troubleshooting support on all tools to active users.


Process Improvement:



  • Identify and implement process improvements to enhance marketing efficiency and effectiveness.
  • Collaborate with cross-functional teams to streamline workflows and ensure alignment with overall business objectives.
  • Stay up-to-date with industry trends and best practices in marketing operations and Salesforce administration


Knowledge, Skills, Competencies, and Abilities

  • A team player with excellent written and verbal communication skills
  • Ability to think abstractly to deal with ambiguous/undefined problems
  • Organizational skills with attention to detail.
  • Ability to handle multiple projects at the same time.
  • Ability to remain thorough on every job that is managed.
  • Knowledge of Salesforce, Microsoft Software, and Asana.
  • Ability to listen to criticism and change to help develop the most efficient processes.
  • Ability to assist in achieving deadlines and to lead discussion to discover new solutions.
  • Ability to learn and adapt quickly to changing situations.

Required Qualifications

  • Bachelor's Degree in Marketing (preferred)
  • Equivalent experience, education or certifications are suitable
  • 3+ years' experience with Salesforce Account Engagement / Pardot, Campaign Management and Salesforce Support.


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