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Wall Street PrepWP

Marketing Automation Manager

Wall Street Prep is a leading financial training firm dedicated to equipping students and professionals with the essential skills required for success in the financial services industry.

Wall Street Prep

Employee count: 51-200

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Marketing Automation Manager

Remote | Full-Time
Reports to: Head of Lifecycle Marketing Operations

Wall Street Prep is seeking an experienced Marketing Automation Manager to join our growing team. In this role, you’ll help shape and scale the marketing engine behind a fast-paced, high-growth company serving a large and diverse B2C audience. You’ll own the execution of customer communications across email and SMS, build the infrastructure needed to support lifecycle programs at scale, and collaborate cross-functionally to drive engagement, conversion, and retention.


What You’ll Do

Marketing Automation Campaign Execution

  • Own the development, production, and deployment of customer-facing email and SMS programs, including product launches, promotions, newsletters, and service communications.

  • Act as the operational point of contact for cross-functional teams to support integrated campaign launches.

  • Apply lifecycle marketing expertise to optimize user journeys and maximize engagement, conversion, and retention.

Process Improvement Marketing Operations

  • Identify operational bottlenecks and implement improvements that increase efficiency and reduce risk.

  • Build and maintain a standardized QA and campaign launch framework to ensure quality and consistency.

  • Document workflows, automation logic, and campaign processes in a centralized knowledge base; create reusable playbooks and templates.

  • Train cross-functional partners on marketing automation best practices, HubSpot capabilities, and operational processes.

Reporting Performance Insights

  • Develop and maintain HubSpot dashboards to track lifecycle program performance and campaign effectiveness.

  • Analyze data to uncover insights and translate them into actionable optimization strategies across the customer lifecycle.


Who You Are

  • BA/BS degree or equivalent experience.

  • 5+ years managing email marketing programs using an enterprise CRM for B2C audiences.

  • 2+ years of hands-on HubSpot experience executing campaigns and managing automation workflows.

  • Exceptional communicator with strong attention to detail.

  • Highly organized, process-oriented, and enthusiastic about driving operational excellence.

  • A self-starter who thrives in a fast-moving, collaborative environment.


Bonus Points

  • Experience at a high-growth startup or as a high-volume email/SMS sender.

  • Proficiency working with multiple ESPs/CRMs (e.g., Salesforce, Braze, Iterable, Responsys).

  • Familiarity with smart/dynamic content or scripting languages (Liquid, AMPscript, FreeMarker, etc.).

  • Project management experience and comfort leading cross-functional initiatives.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Manager

Location requirements

Open to candidates from all countries.

Hiring timezones

Worldwide

About Wall Street Prep

Learn more about Wall Street Prep and their company culture.

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Wall Street Prep is a leading financial training firm dedicated to equipping students and professionals with the essential skills required for success in the financial services industry. Established in 2004, Wall Street Prep has trained over 10,000 professionals annually, tailoring its programs to meet the unique needs of investment banks, private equity firms, and Fortune 1000 corporations. Through a blend of self-study courses and instructor-led boot camps, the company provides comprehensive training in financial modeling, valuation techniques, and accounting principles.

The firm offers a variety of certifications, such as the AI for Business & Finance Certificate in partnership with Columbia Business School, and the Financial Planning & Analysis Certificate through Wharton, ensuring participants gain high-demand skills in today's rapidly evolving financial landscape. With a commitment to practical, real-world applications, Wall Street Prep empowers individuals to excel in their finance careers with confidence and expertise.

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Wall Street Prep hiring Marketing Automation Manager • Remote (Work from Home) | Himalayas