Marketing Automation Lead

📌 Core Information

🔹 Job Title: Marketing Automation Lead

🔹 Company: With Intelligence

🔹 Location: New York, United States (Hybrid - 3 days from office)

🔹 Job Type: Full-time

🔹 Category: Marketing

🔹 Date Posted: July 7, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Hybrid

🚀 Job Overview

Key aspects of this role include:

• Transforming marketing technology ecosystem and suggesting operational improvements
• Developing sophisticated marketing dashboards for accurate campaign and channel attribution
• Optimizing marketing channels and technologies, collaborating on SEO strategy
• Identifying critical behaviors and purchasing patterns to guide web team in implementing persona-based optimizations
• Building and maintaining robust data processes, including lead scoring mechanisms, KPI tracking, and target management

ASSUMPTION: This role requires a strong background in data-driven marketing, with a focus on automation and optimization. Candidates should have experience in a similar role and be comfortable working with various marketing technologies.

📋 Key Responsibilities

✅ Lead in the creation of marketing data dashboards to provide accurate measurements in campaign/channel attribution for the Women’s Summits

✅ Build and maintain accurate data processes including lead scoring, KPIs, and target tracking

✅ Own key audience lists per asset class

✅ Drive analysis of funnel performance and channels to influence marketing efforts

✅ Ensure marketing channels are optimized across all platforms/technologies

✅ Collaborate with the team to create a comprehensive SEO strategy

✅ Maintain, update, and optimize integration of Bizzabo, Pardot, Salesforce, and Swapcard platforms

✅ Drive marketing automation initiatives throughout the entire funnel

✅ Lead initiatives to understand behaviors and purchasing patterns of various personas

✅ Guide web team in optimizing websites based on persona and behavior requirements

✅ Translate data insights on user behavior by persona, channel, and journeys into actionable improvements across all marketing channels

✅ Lead development of streamlined processes between marketing, sales, and investor relations functions

✅ Establish optimal processes, handoff protocols, and communication workflows between departments to ensure seamless collaboration across global teams and stakeholders

✅ Support Audience Data Analysis in maintaining an accurate and structured database of relevant contacts for the Women’s Summits.

ASSUMPTION: This role involves a mix of strategic planning, data analysis, and cross-functional collaboration. Candidates should be comfortable working with data and have strong communication skills to effectively collaborate with various teams.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 5-10 years of experience in marketing automation or strategic marketing role, preferably within a fast-paced business environment

Required Skills:

• Proven experience of mapping customer journeys across channels and using findings to develop marketing strategies
• Experience of implementing automated marketing programs, including writing engaging marketing copy, using user behavior to update and amend campaigns, and reporting back on successes.
• Strong proficiency in the use of Salesforce or similar CRM platforms as well as marketing tools such as Pardot or Hootesuite
• Excellent written and verbal communication skills
• Able to prioritize work and adapt to competing demands and deadlines
• Organized approach to work, with a strong focus on accuracy and attention to detail
• Strong problem-solving skills – able to interpret data and draw meaningful conclusions to be able to present data issues and contribute to their resolution
• Demonstrates resilience and remains calm under pressure, particularly when dealing with difficult situations
• Can work well with minimal supervision, within defined parameters, demonstrating initiative and the ability to be proactive
• Advanced Microsoft Office skills
• Passionate, self-motivated, and willing to participate in the team and be a stakeholder in developing this fast-growing brand

Preferred Skills:

• Experience with specific marketing technologies mentioned in the job description (Bizzabo, Pardot, Salesforce, Swapcard)
• Familiarity with the asset management industry

ASSUMPTION: Candidates should have a strong foundation in data analysis and marketing automation. Experience with relevant marketing technologies and familiarity with the asset management industry would be beneficial but not required.

💰 Compensation & Benefits

Salary Range: $103,000 + discretionary bonus

Benefits:

• 24 days PTO and bank holidays
• Enhanced parental leave
• Wellness days and incentives
• Matched 401k
• Health and dental plans
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided in the office
• Social events throughout the year

Working Hours: Full-time, with flexibility for a hybrid work arrangement (3 days from the office)

ASSUMPTION: The salary range provided is based on industry standards for a marketing automation lead role in the New York area. Benefits are competitive and aimed at promoting work-life balance and employee well-being.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically focused on the alternative and traditional fund management industries

Company Size: Medium-sized company with 501-1,000 employees, offering a dynamic and collaborative work environment

Founded: 1998, with over two decades of experience in the industry

Company Description:

• With Intelligence provides high-value, specialist business information to niche target audiences in the alternative and traditional fund management industries
• Employs over 500 staff globally, with offices in London, New York, Cardiff, Hong Kong, Singapore, and Bournemouth
• Offers a range of services, including business intelligence, data, and insights, as well as events and awards

Company Specialties:

• Hedge Funds
• Mutual Funds
• Private Equity
• Asset Management
• Traditional Fund Management
• Investment Industry
• Real Estate Funds
• Private Debt
• Allocation
• Asset Management Events
• Asset Management Awards
• Asset Management Data
• Fund Industry Intelligence

Company Website: withintelligence.com

ASSUMPTION: With Intelligence is a well-established company in the financial services industry, offering a range of services and expertise in the alternative and traditional fund management sectors. Their global presence and extensive experience make them a strong player in the market.

📊 Role Analysis

Career Level: Mid-level to senior marketing role, with opportunities for growth and leadership

Reporting Structure: This role reports directly to the Head of Marketing and works closely with various teams, including marketing, sales, and investor relations

Work Arrangement: Hybrid work arrangement, with 3 days required in the office

Growth Opportunities:

• Potential for career progression within the marketing department or other functions within the company
• Opportunity to work on high-impact projects and contribute to the company's growth and success
• Chance to develop skills in data analysis, marketing automation, and cross-functional collaboration

ASSUMPTION: This role offers a unique opportunity for candidates to apply their marketing automation and data analysis skills in a dynamic and collaborative environment. With Intelligence's global presence and extensive experience in the industry, there are ample opportunities for growth and development.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space in Manhattan, New York

Office Location(s): 41 Madison Ave, New York, NY 10010, US

Geographic Context:

• New York City offers a vibrant and diverse cultural scene, with numerous attractions, restaurants, and entertainment options
• The office is conveniently located in Midtown Manhattan, with easy access to public transportation
• New York is a major hub for the financial services industry, providing ample networking opportunities

Work Schedule: Full-time, with flexibility for a hybrid work arrangement (3 days from the office)

ASSUMPTION: With Intelligence's New York office offers a dynamic and collaborative work environment, with easy access to the city's numerous cultural and professional opportunities.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen to assess cultural fit and basic qualifications
• In-depth interview with the hiring manager to discuss the role and candidate's experience
• Skills assessment or case study to evaluate the candidate's analytical and problem-solving skills
• Final interview with key stakeholders to discuss the candidate's fit within the team and company

Key Assessment Areas:

• Data analysis and interpretation skills
• Marketing automation and technology proficiency
• Cross-functional collaboration and communication skills
• Problem-solving and strategic thinking

Application Tips:

• Highlight relevant experience in marketing automation and data analysis in your resume and cover letter
• Demonstrate your understanding of the asset management industry and With Intelligence's services
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills and experience with marketing automation

ATS Keywords: Marketing Automation, Data Analysis, CRM, Marketing Technology, SEO, Lead Scoring, KPI Tracking, Target Management, Funnel Performance, Channel Optimization, Process Development, Cross-Functional Leadership

ASSUMPTION: With Intelligence's interview process is designed to assess candidates' technical skills, cultural fit, and strategic thinking. Candidates should be prepared to discuss their experience with marketing automation and data analysis, as well as their understanding of the asset management industry.

🛠️ Tools & Technologies

• Bizzabo
• Pardot
• Salesforce
• Swapcard
• Microsoft Office Suite

ASSUMPTION: Candidates should have experience with CRM and marketing automation tools, as well as proficiency in Microsoft Office Suite. Familiarity with the specific technologies mentioned in the job description would be beneficial but not required.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Expertise
• Collaboration
• Innovation
• Client Focus

Work Style:

• Data-driven and analytical
• Collaborative and team-oriented
• Adaptable and proactive
• Results-focused and strategic

Self-Assessment Questions:

• Do you thrive in a fast-paced, dynamic environment?
• Are you comfortable working with data and using it to drive strategic decisions?
• Do you have strong communication skills and the ability to collaborate effectively with various teams?
• Are you proactive and adaptable, with a results-focused mindset?

ASSUMPTION: With Intelligence values a data-driven, collaborative, and innovative work environment. Candidates should be comfortable working with data and have strong communication and collaboration skills to thrive in this role.

⚠️ Potential Challenges

• Working with large datasets and ensuring data accuracy and integrity
• Balancing multiple priorities and competing demands from various teams
• Keeping up with the latest marketing technologies and trends
• Managing a hybrid work arrangement and collaborating effectively with remote team members

ASSUMPTION: This role presents unique challenges related to data management, prioritization, and collaboration. Candidates should be comfortable working with data and have strong organizational and communication skills to succeed in this role.

📈 Similar Roles Comparison

• Unlike traditional marketing roles, this position focuses heavily on data analysis and automation
• With Intelligence's global presence and extensive experience in the asset management industry provide unique opportunities for growth and development
• This role offers a unique blend of strategic planning, data analysis, and cross-functional collaboration, making it an ideal fit for candidates with a strong background in marketing automation and data-driven marketing

ASSUMPTION: This role is unique in its focus on marketing automation and data analysis, offering a blend of strategic planning, data-driven decision-making, and cross-functional collaboration. Candidates should have a strong background in marketing automation and be comfortable working with data to succeed in this role.

📝 Sample Projects

• Developing a comprehensive marketing dashboard to track campaign and channel attribution for the Women’s Summits
• Conducting a thorough analysis of funnel performance and channel optimization to inform marketing strategies
• Identifying critical behaviors and purchasing patterns to guide web team in implementing persona-based optimizations

ASSUMPTION: These sample projects are designed to showcase the candidate's ability to work with data, analyze marketing performance, and drive strategic decision-making. Candidates should be prepared to discuss their experience with similar projects and the results they achieved.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and how this role fits within the marketing department?
• What are the key priorities for this role in the first 90 days?
• How does With Intelligence support the professional development and growth of its employees?
• What are the biggest challenges facing the marketing department, and how can this role help address them?
• How does With Intelligence foster a data-driven and collaborative work environment?

ASSUMPTION: These interview questions are designed to assess the candidate's understanding of the role, the company's culture, and their fit within the team. Candidates should be prepared to ask thoughtful and insightful questions to demonstrate their interest in the role and the company.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience in marketing automation and data analysis
• Prepare for behavioral and situational interview questions that focus on your problem-solving skills and experience with marketing automation
• Research With Intelligence's services and the asset management industry to demonstrate your understanding and enthusiasm for the role
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.