*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW The Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited to lead assignment/distribution, data cleanup, reporting, and data communication. Also supports the Digital Marketing Manager with the management of our online marketplace, Investment District.
RESPONSIBILITIES & DUTIES Salesforce liaison for marketing and sales, including duplication management, lead assignment, and reporting. Marketing lead process adoption and compliance to optimize efficiency. Identifies opportunities for improvement in the marketing process, reviewing with management to formulate recommendations. Responsible for accurate data entry, data cleanliness and reporting using various systems, including but not limited to, Salesforce and Microsoft Office Suite. Administers and reports on projects for marketing initiatives. Researches, solves, and communicates issues impacting sales and marketing lead and technical solution processes. Evaluates the lead qualification and sales journey from marketing to sales. Organizes, documents, and maintains marketing processes and collateral. Organizes and sends monthly Investment District invoicing, onboards the provider to Investment District, creates the listing in platform, reports on Investment District as a whole and communicates with the providers listed on an ongoing basis Supports manager and team on new and ongoing projects as required Performs other duties as assigned QUALIFICATIONS Minimum 2 years of experience in sales or marketing support and/or technical solution duties in a professional business environment Experience working with CRM software, Salesforce preferred Proficient in Microsoft Office Suite Strong attention to detail and problem-solving abilities Must have clear and professional communication skills PROFESSIONAL CERTIFICATIONS None required TECHNICAL SKILLS To be successful in this role, you should have experience with and an understanding of the following:
Intermediate proficiency with Salesforce Intermediate proficiency with Sales and/or Marketing technical solutions Intermediate level proficiency in Microsoft Office CULTURAL COMPETENCIES In addition to our core company competencies of Cultivates Innovation , Nimble Learning , Action Oriented , Collaborates , and Being Resilient , a successful candidate in this role should exhibit the following behavioral competencies:
Communicates Effectively Customer Focus Plans & Aligns Collaborates PHYSICAL DEMANDS/WORK ENVIRONMENT This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at Click To Reveal Email
. Recommended Skills Attention To Detail Audio Equipments Communication Customer Relationship Management Data Entry Digital Marketing
