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Marketing Operations Specialist - Westlake Village, United States - Equity Trust Company
Description
*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period.JOB OVERVIEWThe 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 & DUTIESSalesforce 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 basisSupports manager and team on new and ongoing projects as requiredPerforms other duties as assigned
QUALIFICATIONSMinimum 2 years of experience in sales or marketing support and/or technical solution duties in a professional business environmentExperience working with CRM software, Salesforce preferredProficient in Microsoft Office SuiteStrong attention to detail and problem-solving abilitiesMust have clear and professional communication skills
PROFESSIONAL CERTIFICATIONSNone required
TECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:Intermediate proficiency with SalesforceIntermediate proficiency with Sales and/or Marketing technical solutionsIntermediate level proficiency in Microsoft Office
CULTURAL COMPETENCIESIn 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 EffectivelyCustomer FocusPlans & AlignsCollaborates
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.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.
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