Marketing Automation Specialist

📌 Core Information

🔹 Job Title: Marketing Automation Specialist

🔹 Company: Whatfix

🔹 Location: Bengaluru, Karnataka, India

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: 2025-07-08

🔹 Experience Level: Mid-Level (2-5 years)

🔹 Remote Status: Hybrid (3 days in office)

🚀 Job Overview

Key aspects of this role include:

• Collaborating with cross-functional teams to execute marketing campaigns
• Managing cross-channel marketing automation campaigns
• Ensuring data hygiene and maintaining customer segmentation
• Creating personalized campaigns using dynamic content and tokens
• Documenting and following reliable marketing automation processes

ASSUMPTION: This role requires a balance of creativity (for campaign assets) and technical skills (for automation tasks). It's ideal for a candidate with a marketing background looking to specialize in marketing automation.

📋 Key Responsibilities

✅ Execute marketing campaigns by identifying target segments and creating campaign assets like emails, landing pages, forms, etc.

✅ Create and maintain cross-channel marketing automation campaigns for various events, subscriptions, ABMs, etc.

✅ Work with events, performance marketing, product marketing, and customer success teams to understand campaign requirements, set up, and deploy campaigns as per a scheduled marketing calendar.

✅ Follow best practices and processes for ongoing operational excellence

✅ Maintain customer and prospect segmentation, manage email responses effectively, and ensure the rhythm of communication is appropriate

✅ Utilize dynamic content and tokens to create personalized campaigns within Pardot

✅ Document and follow reliable and scalable marketing automation processes and best practices, and act as a guardian of customer data and privacy

✅ Prioritize tasks, identify trends, and manage escalations with appropriate status updates and communications with stakeholders

✅ Maintain data hygiene and field management across systems and integrations

ASSUMPTION: The role involves a mix of creative and technical tasks, requiring strong communication skills and attention to detail.

🎯 Required Qualifications

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

Experience: Minimum 3+ years of marketing and sales automation experience, preferably in Pardot and Salesforce

Required Skills:

• Excellent copywriting skills and proficiency in writing engaging/conversation-starter emails
• Proficient in Pardot and Salesforce
• Ability to learn quickly about new tools, techniques, and trends
• Strong project management skills and ability to manage multiple campaigns simultaneously

Preferred Skills:

• Experience with marketing automation tools other than Pardot
• Familiarity with marketing analytics and reporting

ASSUMPTION: While a marketing background is essential, specific experience in marketing automation is highly preferred for this role.

💰 Compensation & Benefits

Salary Range: INR 8-12 lakhs per annum (Based on experience and industry standards for a mid-level marketing automation role in Bengaluru)

Benefits:

• Best-in-class medical insurance coverage
• Free lunch and dinner buffet
• Doorstep cab drop facility
• Education sponsorship
• Internal job transfer and global mobility programs
• Scope to represent Whatfix at global events
• Uncapped incentives and bonus plans

Working Hours: Full-time (40 hours/week) with flexible work-from-home options (up to 2 days/month)

ASSUMPTION: The salary range is estimated based on industry standards for a mid-level marketing automation role in Bengaluru. Actual compensation may vary based on experience and performance.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development (specifically, Digital Adoption Platforms)

Company Size: 501-1,000 employees (Large, with ample opportunities for growth and collaboration)

Founded: 2013 (Over a decade of experience in the industry)

Company Description:

• Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider
• Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience
• Whatfix has seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting 700+ global customers, including 80+ Fortune 500 companies

Company Specialties:

• SAAS
• Interactive guides
• Employee/User Training
• Interactive walkthroughs
• Enterprise Product Adoption
• Performance Support System
• User Adoption
• Product Adoption
• User Onboarding
• Customer Support
• Customer Success
• User Engagement
• Digital Adoption
• and Change Management

Company Website: whatfix.com

ASSUMPTION: Whatfix is a well-established company with a strong presence in the global market. It offers ample opportunities for growth and learning in the digital adoption platform space.

📊 Role Analysis

Career Level: Mid-Level (2-5 years of experience)

Reporting Structure: This role reports directly to the Marketing Manager

Work Arrangement: Hybrid (3 days in office, 2 days remote per month)

Growth Opportunities:

• Potential to advance to a Senior Marketing Automation Specialist or Marketing Manager role
• Opportunities to work on global campaigns and represent Whatfix at events
• Chance to learn and implement cutting-edge marketing automation tools and techniques

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to learn, advance, and make a significant impact on the company's marketing efforts.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space with free lunch and dinner buffet

Office Location(s): Bengaluru, Karnataka, India

Geographic Context:

• Bengaluru is the capital of the Indian state of Karnataka and the third most populous city in India
• It is known for its pleasant climate, vibrant tech industry, and cultural diversity
• Bengaluru is well-connected by air, rail, and road, with numerous amenities and facilities

Work Schedule: Full-time (40 hours/week) with flexible work-from-home options (up to 2 days/month)

ASSUMPTION: Bengaluru offers a comfortable work environment with a mix of urban amenities and a pleasant climate, making it an attractive location for professionals.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• Technical assessment (marketing automation tasks)
• Final round interview with the hiring manager

Key Assessment Areas:

• Marketing automation skills and experience
• Copywriting and communication skills
• Problem-solving and analytical skills
• Cultural fit and alignment with Whatfix's values

Application Tips:

• Highlight relevant marketing automation experience and achievements in your resume
• Tailor your cover letter to demonstrate your understanding of the role and company
• Prepare for the technical assessment by brushing up on your Pardot and Salesforce skills
• Research Whatfix's products and competitors to show your interest and preparation

ATS Keywords: Marketing Automation, Pardot, Salesforce, Campaign Management, Data Hygiene, Customer Segmentation, Dynamic Content, Email Marketing

ASSUMPTION: The application process for this role is competitive, and candidates should be prepared to demonstrate their marketing automation skills and cultural fit with Whatfix.

🛠️ Tools & Technologies

• Pardot
• Salesforce
• Marketo (or similar marketing automation tools)
• Google Analytics
• Microsoft Office Suite

ASSUMPTION: Familiarity with these tools is essential for this role, and candidates should be prepared to demonstrate their proficiency during the interview process.

👔 Cultural Fit Considerations

Company Values:

• Customer First
• Empathy
• Transparency
• Fail Fast and Scale Fast
• No Hierarchies for Communication
• Deep Dive and Innovate
• Trust, Do it as you own it

Work Style:

• Collaborative and team-oriented
• Data-driven and analytical
• Adaptable and open to learning new tools and techniques
• Results-focused and proactive

Self-Assessment Questions:

• Do you align with Whatfix's core values, particularly 'Customer First' and 'Empathy'?
• Are you comfortable working in a collaborative, data-driven environment?
• Do you have a proactive, results-focused work style?

ASSUMPTION: Whatfix places a strong emphasis on cultural fit, and candidates should be prepared to demonstrate their alignment with the company's core values and work style.

⚠️ Potential Challenges

• Managing multiple campaigns simultaneously may be challenging for candidates new to marketing automation
• Working with a large, global team may require strong communication and collaboration skills
• Keeping up with the latest marketing automation tools and trends may be demanding
• Ensuring data privacy and security may require additional training and attention to detail

ASSUMPTION: While this role offers numerous opportunities for growth and learning, it also presents several challenges that candidates should be prepared to address.

📈 Similar Roles Comparison

• This role is similar to a Marketing Automation Specialist role at other SaaS companies but may offer more global exposure and opportunities for growth at Whatfix
• Compared to other marketing roles, this position requires a stronger focus on technical skills and data management
• Career progression may be faster in a larger company like Whatfix, with more opportunities for advancement

ASSUMPTION: While this role shares similarities with other marketing automation positions, it also offers unique opportunities for growth and learning at Whatfix.

📝 Sample Projects

• Creating and executing a targeted email campaign to promote an upcoming webinar
• Developing and implementing a lead scoring model to improve marketing-qualified lead (MQL) generation
• Building and maintaining a dynamic content library to personalize marketing communications

ASSUMPTION: These sample projects demonstrate the types of tasks and responsibilities that a Marketing Automation Specialist at Whatfix might encounter.

❓ Key Questions to Ask During Interview

• Can you describe the typical marketing calendar and how campaigns are prioritized?
• How does the marketing team collaborate with other departments, such as sales and product marketing?
• What are the most challenging aspects of working in a global, hybrid team environment?
• What opportunities are there for professional development and growth within the marketing team?
• How does Whatfix ensure the security and privacy of customer data?

ASSUMPTION: These questions are designed to help candidates better understand the role, the team, and the company, enabling them to make a more informed decision about their application.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Highlight your relevant marketing automation experience and achievements in your resume
• Tailor your cover letter to demonstrate your understanding of the role and company
• Prepare for the technical assessment by brushing up on your Pardot and Salesforce skills
• Research Whatfix's products and competitors to show your interest and preparation
• Follow up with the hiring manager one week after submission to express your continued interest in the role

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