Specialist, Marketing & BD Operations

Duties and Accountabilities

• Marketing Technology Advisory
• Serve as a trusted advisor providing expert guidance on marketing technology processes, platforms, and products, with particular focus on email and marketing automation tools such as Cvent and Marketo.
• Facilitate new joiner inductions, raising the profile and value proposition of the M&BD Operations team.
• Email Campaign Operations & Execution
• Support the execution and optimization of complex email campaigns using platforms like Cvent and Marketo, ensuring best practices in deliverability, segmentation, personalization, and compliance.
• Build and manage email workflows, templates, and automation sequences to support marketing initiatives and business development activities.
• Conduct quality assurance testing on email campaigns including functionality, rendering, and link validation across devices and email clients.
• Monitor campaign performance metrics and provide insights to optimize future email communications.
• Platform & Process Management
• Contribute to the day-to-day operations and ongoing improvement of marketing technology processes, platforms, and workflows, including data, to support marketing and business development initiatives.
• Aid in the management of marketing technology solutions and processes—helping to translate objectives into user stories and technical requirements, supporting priority setting, and contributing to ongoing development and upgrade.
• Proactively identify and implement opportunities to connect people, platforms, processes, and products, maximizing the potential of the marketing technology portfolio and improving operational efficiency, effectiveness, and user adoption.
• Data Management & Quality
• Assist in centralizing and organizing marketing data sets to ensure smooth workflow, information sharing, and data integrity across all marketing & business development operations.
• Maintain and update client lists, contact databases, and records of client interactions to ensure accurate information is available for planning, tracking, outreach, and reporting.
• Change Management & Adoption
• Support the implementation of new operating models through change management, up-skilling initiatives, and coaching and mentoring team members on new processes and technologies.
• Provide logistical support for collaborative projects and team initiatives.

Essential Job Requirements

• Bachelor’s degree or equivalent relevant experience.
• Advanced experience in managing and optimizing marketing technology platforms and processes (e.g., campaign management, list segmentation, data management, and/or automation).
• Advanced experience in marketing virtual and hybrid events, multi-channel marketing, and email communication.
• Advanced understanding of client relationship management (CRM) principles and processes.
• Advanced understanding of data privacy regulations such as GDPR and CCPA.
• Knowledge of coding languages such as HTML, JavaScript, HTML/CSS, or SQL.
• Data storytelling and visualization skills.
• A solid understanding of UX/UI principles.
• Clear and professional communication skills supporting effective collaboration with team members and stakeholders.
• Commitment to firm policies, standards, and confidentiality requirements.