Digital Marketing Specialist

Job Description

This role supports the launch and ongoing management of a Salesforce-integrated client portal within a fast-paced financial services environment, serving as a cross-functional operational partner across sales, marketing, operations, and external vendors.

• Manage launch readiness, QA/testing, troubleshooting, and optimization for a Salesforce-integrated client portal
• Cook up digital distribution workflows for marketing collateral and advisor-facing materials
• Support reporting, exports, compliance documentation, and activity tracking
• Maintain and update online portals and websites supporting marketing initiatives
• Support vendor transition initiatives, documentation, and process handoffs
• Aid in project management, timelines, stakeholder communication, and workflow coordination

Day-to-Day Responsibilities

Manage launch readiness, QA/testing, troubleshooting, and optimization for a Salesforce-integrated client portal

Cook up digital distribution workflows for marketing collateral and advisor-facing materials

Support reporting, exports, compliance documentation, and activity tracking

Maintain and update online portals and websites supporting marketing initiatives

Support vendor transition initiatives, documentation, and process handoffs

Aid in project management, timelines, stakeholder communication, and workflow coordination

Minimum Requirements

• 5 years of experience in digital marketing, marketing operations, or project-based marketing roles
• Hands-on Salesforce CRM experience with API integrations and data mapping knowledge
• Experience supporting digital portals, CMS platforms, marketing automation tools, and reporting dashboards
• Background within financial services, private equity, private placements, or other regulated industries
• Strong understanding of QA/testing, launch readiness, and digital asset quality control
• Experience coordinating vendors, developers, and cross-functional stakeholders
• Bachelor's degree in Marketing, Communications, Business, or related field

Preferred Qualifications

• Experience with Salesforce-integrated credential-based or ecommerce-style portals
• Experience supporting wholesaling or advisor distribution workflows
• Vendor transition or system migration experience
• Experience working in highly regulated, compliance-heavy environments
• Central Time zone availability preferred (9am-6pm CST core hours)