Marketing Automation Specialist

📌 Core Information 🔹 Job Title: Marketing Automation Specialist 🔹 Company: THE DART BANK 🔹 Location: Mason, MI 🔹 Job Type: Full Time 🔹 Category: Banking 🔹 Date Posted: June 27, 2025 🚀 Job Overview Key aspects of this role include: - Executing and maintaining marketing automations, journeys, and CRM campaigns to drive customer engagement and business growth - Ensuring the effective day-to-day operation of the Bank’s marketing technology platforms and the successful execution of data-driven campaigns - Collaborating with various departments to gather journey requirements and support campaign goals - Attending and contributing to marketing team meetings to stay aligned on initiatives and deadlines ASSUMPTION: This role requires a strong understanding of marketing automation, CRM management, and digital marketing. The ideal candidate will have experience working with Total Expert and/or Salesforce CRMs and be familiar with email marketing best practices. 📋 Key Responsibilities ✅ Automation Execution & Support - Build and maintain automated customer journeys and campaigns in Total Expert and Salesforce - Execute marketing emails and SMS messages, ensuring content is timely, error-free, and on-brand - Set up triggers, decision trees, and personalization based on customer behavior and segmentation - Maintain documentation of all journey structures and logic for internal reference and training ✅ Campaign Monitoring & Optimization - Monitor performance of automations and journeys, flag issues, and make real-time adjustments to optimize results - Conduct A/B testing to improve campaign open rates, click-throughs, and conversions - Track and report on engagement metrics ✅ Database Management & Segmentation - Maintain and regularly clean marketing databases to ensure data quality and deliverability - Perform detailed audience segmentation to support targeted outreach and campaign personalization - Tag and organize contacts within CRM for enhanced automation capabilities and audience reporting ✅ Compliance & Quality Control - Ensure all marketing automations and messages adhere to CAN-SPAM, TCPA, and other regulatory requirements - Test journeys and communications across devices and platforms prior to launch - Monitor opt-out, bounce, and spam complaint rates and recommend solutions ✅ Technical Assistance & Platform Support - Provide first-line technical support and troubleshooting assistance for issues related to journeys, automations, CRM performance, and email deliverability - Collaborate with the Marketing Technologist on platform audits, system troubleshooting, and usage enhancements - Coordinate with martech vendors for resolution of platform-specific issues or updates ✅ Content Development for Automation - Draft email and SMS layout/copy, suggest graphics and visual elements; collaborate with others to ensure all elements are complete and aligned with campaign goals - Use templates and brand guidelines to produce customer communications that align with campaign goals ✅ Cross-Team Collaboration - Partner with departments bank-wide to gather journey requirements and support campaign goals - Attend and contribute to marketing team meetings to stay aligned on initiatives and deadlines ✅ Website Support & Content Updates - Assist in maintaining the Bank’s website(s) using the WordPress content management system - Make routine content updates such as editing copy, uploading images, and updating links - Support the creation of new web pages and landing pages in alignment with marketing campaigns and brand guidelines - Utilize the Yoast SEO platform to help optimize on-page content for search visibility - Perform quality checks to ensure website content is accurate, accessible, and functioning properly across devices and browsers ASSUMPTION: This role requires strong project management skills, the ability to balance multiple priorities, and maintain timelines. The ideal candidate will have experience working with marketing automation, CRM management, and digital marketing. 🎯 Required Qualifications Education: - Bachelor’s Degree in Digital Marketing, Marketing, Communications, Marketing Analytics, Information Systems, or related field preferred; equivalent experience may be considered. Experience: - 2-4 years’ experience in marketing automation, CRM management, or digital marketing. - Working knowledge of Total Expert and/or Salesforce CRMs highly preferred. - Familiarity with email marketing best practices and tools. - Strong understanding of marketing compliance laws (e.g., CAN-SPAM, TCPA). - Ability to troubleshoot technical issues and identify process improvements. - Proficient in Microsoft Office Suite; basic understanding of Adobe Creative Suite is a plus. Skills: - Highly organized, detail-oriented, and able to meet deadlines for multiple tasks while maintaining high quality standards. - Strong communication skills. - Collaborative, team-oriented style with the ability to work effectively across departments and with diverse groups. - Strong problem-solving skills and attention to detail. 💰 Compensation & Benefits Salary Range: $55,000 - $70,000 per year (Based on industry standards for the role, experience level, and location) Benefits: - Medical Benefits - Dental - Vision - 401(K) Employee Stock Ownership Plan - Paid vacation & sick time - Flexible scheduling - Employee Assistance Program - Dart Bank University Working Hours: 40 hours per week, Monday-Friday, 8:30 AM - 5:00 PM (with a 30-minute lunch break) 📌 Applicant Insights 🔍 Company Context Industry: Financial Services Company Size: 201-500 employees Founded: 1925 Company Description: Experience the difference of community banking in the place where community banking was born. Our primary purposes are to meet the financial needs of our banking communities, protect and increase the value of stockholders'​ investments, and serve the community in financial and non-financial ways. Our bank acknowledges the interdependence of all mankind in the world and reaches out beyond local areas in times of need. Company Specialties: residential, consumer, and commercial lending, and Full service banking including deposit accounts, residential, consumer, and commercial lending Company Website: https://dart.bank/ ASSUMPTION: Dart Bank is a community-focused financial institution that values its employees and the community it serves. The company offers a comprehensive benefits package and invests in the growth and development of its employees. 📊 Role Analysis Career Level: Mid-career Reporting Structure: Reports directly to the Marketing Director Work Arrangement: On-site, full-time position with flexible scheduling options Growth Opportunities: - Opportunities for professional development and career advancement within the marketing department and the broader organization - Potential to take on additional responsibilities and grow into a leadership role as the company expands its marketing efforts ASSUMPTION: This role offers opportunities for career growth and development within the marketing department and the broader organization. The ideal candidate will be proactive, self-motivated, and eager to take on new challenges as the company expands its marketing efforts. 🌍 Location & Work Environment Office Type: Traditional office setting with open-plan workspaces and private offices for management and senior staff Office Location(s): 368 S Park St, Mason, MI 48854, US; 1020 Charlevoix Dr, Grand Ledge, MI 48837, US; 2469 N Cedar Street, Holt, MI 48842-2103, US; 500 N. Homer St., Lansing, MI 48912, US Geographic Context: Mason, MI is a small city located in the southern part of the state, approximately 10 miles southwest of Lansing, the state capital. The area offers a mix of urban and rural environments, with easy access to outdoor recreation, cultural attractions, and nearby cities. Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM (with a 30-minute lunch break) ASSUMPTION: The ideal candidate will be comfortable working in a traditional office setting and enjoy the benefits of living in a small city with easy access to nearby attractions and outdoor recreation. 💼 Interview & Application Insights Typical Process: 1. Online application submission through the provided link 2. Phone or video screening with the HR department 3. In-depth behavioral and technical interviews with the Marketing Director and other marketing team members 4. Final interview with the Chief Marketing Officer or another senior leader Key Assessment Areas: - Technical skills and experience with marketing automation, CRM management, and digital marketing - Problem-solving abilities and attention to detail - Communication and collaboration skills, both written and verbal - Cultural fit and alignment with Dart Bank's values and mission Application Tips: - Tailor your resume and cover letter to highlight relevant skills and experiences for this role - Be prepared to discuss your experience with marketing automation, CRM management, and digital marketing in detail - Research Dart Bank's mission, values, and culture to demonstrate your fit for the organization - Prepare questions to ask the interviewers about the role, the team, and the company to show your interest and engagement ATS Keywords: Marketing Automation, CRM Management, Digital Marketing, Email Marketing, A/B Testing, SEO, Attention to Detail, Problem Solving, Marketing Compliance, Data Quality Maintenance, Audience Segmentation, Technical Support, Content Development, Collaboration, Cross-Team Collaboration, Project Management ASSUMPTION: The interview process for this role will focus on assessing the candidate's technical skills, problem-solving abilities, and cultural fit with Dart Bank. The ideal candidate will be proactive, self-motivated, and eager to take on new challenges as the company expands its marketing efforts. 🛠️ Tools & Technologies - Total Expert and/or Salesforce CRMs - Microsoft Office Suite - Adobe Creative Suite (basic understanding) - WordPress content management system - Yoast SEO platform - Various marketing automation, CRM, and email marketing tools ASSUMPTION: The ideal candidate will have experience working with marketing automation, CRM management, and digital marketing tools, and be comfortable learning and adapting to new technologies as needed. 👔 Cultural Fit Considerations Company Values: - Community-focused and customer-centric - Collaborative and team-oriented - Committed to continuous learning and improvement - Accountable and responsible - Respectful and inclusive Work Style: - Fast-paced and dynamic work environment - Strong focus on team collaboration and cross-functional projects - Results-driven and data-informed decision-making - Open and transparent communication - Flexible and adaptable to change Self-Assessment Questions: - How do you align with Dart Bank's commitment to community service and customer-centricity? - Describe your experience working in a fast-paced, dynamic work environment and how you thrive in such settings. - How do you approach continuous learning and improvement in your role, and what steps do you take to stay up-to-date with industry trends and best practices? - Can you provide an example of a time when you had to adapt to significant change or uncertainty in a project or role, and how did you handle it? ASSUMPTION: The ideal candidate will be a strong cultural fit with Dart Bank's values and work style, demonstrating a commitment to community service, collaboration, continuous learning, and adaptability. ⚠️ Potential Challenges - Balancing multiple priorities and maintaining timelines in a fast-paced work environment - Keeping up with industry trends and best practices in marketing automation, CRM management, and digital marketing - Collaborating effectively with diverse teams and stakeholders across the organization - Ensuring compliance with marketing regulations and industry standards in a rapidly evolving digital landscape ASSUMPTION: The ideal candidate will be proactive, self-motivated, and eager to take on new challenges as the company expands its marketing efforts. They will be comfortable working in a fast-paced, dynamic work environment and balancing multiple priorities. 📈 Similar Roles Comparison - Marketing Automation Specialist (Dart Bank) vs. Marketing Automation Manager (Large Enterprise) | | Dart Bank | Large Enterprise | |---|---|---| | Role Focus | Executing and maintaining marketing automations, journeys, and CRM campaigns | Strategizing and overseeing marketing automation efforts, team management, and cross-functional collaboration | | Team Size | Small marketing team (2-5 members) | Large marketing team (10-50 members) with multiple sub-teams | | Budget & Resource Allocation | Limited budget and resources for marketing automation tools and campaigns | Larger budget and resources for marketing automation tools, campaigns, and team expansion | | Industry Context | Community banking, focused on local customer engagement | Enterprise-level banking, focused on global customer engagement and brand awareness | ASSUMPTION: The Marketing Automation Specialist role at Dart Bank is more focused on day-to-day execution and maintenance of marketing automations, journeys, and CRM campaigns. In contrast, the Marketing Automation Manager role at a large enterprise involves strategizing, team management, and cross-functional collaboration to drive global customer engagement and brand awareness. 📝 Sample Projects - Developing and executing a targeted email campaign to promote a new mortgage product, including segmentation, A/B testing, and optimization - Collaborating with the marketing team to create and launch a new customer referral program, including automation setup, tracking, and reporting - Working with the website team to update and optimize the Bank's website for improved user experience and search visibility, using SEO best practices ASSUMPTION: The ideal candidate will have experience working on marketing automation, CRM management, and digital marketing projects, and be comfortable taking on new challenges and initiatives as needed. ❓ Key Questions to Ask During Interview - Can you describe the marketing team's structure and how this role fits within the organization? - What are the most significant challenges facing the marketing department currently, and how does this role contribute to addressing them? - How does Dart Bank support the professional development and growth of its marketing team members? - What are the key priorities for this role in the first 30, 60, and 90 days? - How does Dart Bank measure the success of its marketing campaigns, and what key performance indicators (KPIs) are most important for this role? - What is the company's approach to work-life balance, and how does it support employees' well-being and personal growth? ASSUMPTION: The ideal candidate will be proactive, self-motivated, and eager to take on new challenges as the company expands its marketing efforts. They will be comfortable working in a fast-paced, dynamic work environment and balancing multiple priorities. 📌 Next Steps for Applicants To apply for this position: 1. Submit your application through this link 2. Tailor your resume and cover letter to highlight relevant skills and experiences for this role 3. Prepare for phone or video screening with the HR department, followed by in-depth behavioral and technical interviews with the Marketing Director and other marketing team members 4. Research Dart Bank's mission, values, and culture to demonstrate your fit for the organization 5. Prepare questions to ask the interviewers about the role, the team, and the company to show your interest and engagement 6. Follow up with the hiring manager after your interview to express your appreciation and reiterate your interest in the role ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.