Marketing Automation & Operations Manager (Digital)

| Greater NYC Area
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WHO ARE WE?

Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering while removing traditional friction points. As a result, advisors get an easy button for expanding their business, employers get a cost-effective solution without the administrative burden, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading Fintech and Finserv investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of change in the $7 trillion 401(k) market. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun. Oh, and we’re really good at ping pong.

WHO ARE WE LOOKING FOR?

We are on the hunt for an experienced Marketing Automation and Operations Manager to oversee Vestwell’s execution of digital tactics from acquisition through retention. By leveraging technology (Pardot, SalesLoft, and Salesforce), s/he will create a successful top-of-the-funnel lead generation strategy through email, SEO, SEM, social media, etc. as well as post-conversion loyalty through ongoing digital communication. S/he will also be responsible for reporting across all channels to evaluate and improve effectiveness.

An ideal candidate has experience with marketing automation including building, implementing, and evaluating campaigns across multiple demographics. S/he should see digital channels as an effective outlet for owning thought leadership and have a proven track record of leveraging campaigns that drive engagement. Perhaps more importantly, all candidates should count detail oriented, articulate, efficient, and creative amongst their most valuable assets. Last, but certainly not least, the person we hire must embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a growing start-up.


WHAT WILL YOU BE DOING?

  • Build an automated digital engine that leverages multi-channel marketing initiatives to drive lead generation
  • Collaborate with marketing colleagues to support the distribution of compelling content and creative digital assets
  • Implement segmentation strategies to effectively target cross-industry leads
  • Develop successful digital campaigns across email, social, and web channels
  • Support efforts to engage followers and establish a community of key retirement industry influencers
  • Apply SEO and SEM strategies to increase visibility of content
  • Track and analyze marketing effectiveness through metrics and dashboards
  • Maintain Pardot effectiveness through best practices and effective troubleshooting
  • Stay current with digital trends and tools and recommend new innovations to support marketing/content distribution efforts

REQUIREMENTS

  • Bachelor’s Degree from an accredited four-year college or university.
  • 5-7 years of B2B digital and marketing operations experience
  • A constant drive to improve top-of-the-funnel lead generation
  • Proven success in using CRM, website, and social media analytics tools
  • Ability to implement and manage both native and Zapier integrations with mainstream marketing tools such as GotoWebinar, ChiliPiper, SEM outlets, etc.
  • Proficiency in Salesforce and marketing automation platforms - Pardot expertise strongly preferred
  • Significant experience building, evaluating, and improving upon marketing metrics
  • Experience with basic web development a plus (HTML, JavaScript, CSS)
  • Self-starter who can operate well in a collaborative team environment and adapt effectively to changing business priorities/strategies.
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily

REQUIREMENTS

We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!
 
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Technology we use

  • Engineering
  • Sales & Marketing
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SalesforceCRM

Location

Vestwell is located in the heart of NYC, adjacent to Times Square. We are easy to get to with various train and bus stops close by.

An Insider's view of Vestwell

What are some social events your company does?

Vestwell does a wide array of social events. Before COVID, some of my favorites included a day trip to a vineyard in upstate NY, the Engineering team outing to Barcade, and the company holiday party. Since we went remote, some of our virtual events have included trivia, a tour of the Musee d’Orsay, and a pasta-making tutorial.

Karan

Jr. Software Engineer

How do you collaborate with other teams in the company?

I'm most impressed with the successful, enthusiastic collaboration that happens every day. In my role in Relationship Mgmt., I'm working with teams across Vestwell. I often bring unusual, time-sensitive, and high priority requests to my colleagues. I always hear "YES". "Yes, I can help.", "Yes, we can do this.", " Yes, we can figure this out".

Melanie

Strategic Relationship Manager

How do your team's ideas influence the company's direction?

Vestwell is an amazing place to work. There is a clear vision and everyone works hard to achieve it without sacrificing culture. We are building something that is truly going to help people by making it easier to save for retirement. It's a pleasure to work with such a talented, driven, fun team every day. The snacks and ping-pong are a nice touch!

Jordan

Product Manager

What are Vestwell Perks + Benefits

Vestwell Benefits Overview

We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, coffee, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Acme Co.'s team fitness initiatives include In-office yoga, In-office fitness classes.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Acme Co. provides employees with a flexible work schedule that includes Summer hours, Flexible start and end times.
Remote Work Program
Our remote work program includes work from home on Fridays.
Family Medical Leave
Adoption Assistance
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Happy hours are hosted On occasion .
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Vestwell hosts lunch and learn meetings once per month.
Cross functional training encouraged
Promote from within
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications
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