Compeer Financial
Marketing Automation Specialist
Compeer Financial, Naperville, Illinois, United States, 60564
Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN; Sun Prairie, WI; Naperville, IL; or Bloomington, IL office.
A typical day:
This position designs, executes and optimizes personalized, data-driven customer journeys across email, SMS, web and other digital channels. Blends technical platform expertise with strategic marketing insight to deliver high-impact campaigns that drive engagement, conversion and loyalty. Working closely with cross-functional teams, translates business objectives into actionable Salesforce Marketing Cloud (SFMC) solutions, leveraging tools such as Email Studio, Journey Builder, Automation Studio and Mobile Studio to reach the right audience at the right time while ensuring data accuracy, compliance and continuous performance improvement.
The contributions you will make:
Marketing Automation Strategy Execution and Reporting
Manages the organization’s Salesforce Marketing Cloud platform, ensuring accurate data, effective audience segmentation and seamless campaign execution across email, SMS, landing pages and automated journeys.
Builds and maintains digital assets including dynamic content, landing pages and campaign-specific creative to support lead generation, lifecycle journeys and event promotion.
Executes marketing automation programs for campaigns, webinars, tradeshows and both client-facing and internal initiatives.
Partners with business marketing leads to design and deliver demand generation strategies, ensuring campaign architecture and messaging align with overall objectives.
Develops and manages lead scoring practices to accurately identify and prioritize marketing qualified leads.
Supports account-based and personalized marketing initiatives, collaborating with product marketing teams to deliver tailored content streams and campaigns.
Maintains and oversees the campaign calendar, aligning scheduling and deployment with business priorities, forecasts and stakeholder expectations.
Creates and optimizes nurture programs that align with customer journey stages to deepen engagement and brand loyalty.
Data Segmentation and Platform Integration
Administers and maintains client data sets, performing regular segmentation to ensure audience targeting aligns with campaign objectives and key performance indicators (KPIs).
Builds targeted audience segments for each marketing initiative to maximize engagement, revenue and relevance.
Maintains an up-to-date opt-in client database, ensuring compliance with marketing communication preferences and regulatory requirements.
Manages integrations between the marketing automation platform and other technologies to support data flow and enhance campaign capabilities.
Conducts quality assurance audits and testing within the platform to ensure accurate program implementation and identify opportunities for improvement.
Builds the technical framework for complex, multi-channel digital campaigns to deliver a seamless and engaging customer experience.
Serves as the marketing automation subject matter expert in campaign planning sessions, providing guidance to optimize strategies, workflows, and outcomes.
Performance, Optimization and Collaboration
Partners with sales enablement, inside sales, and marketing teams to align demand generation programs, enhance lead tracking methodologies, and improve the accuracy and clarity of performance reporting.
Collaborates with the enterprise data team to develop segmentation strategies, maintain data quality standards and ensure marketing efforts are supported by accurate, actionable data.
Manages the relationship with marketing automation vendors, ensuring platform capabilities align with evolving business needs.
Analyzes campaign performance, customer behavior, and engagement trends to identify actionable insights that drive continuous improvement.
Creates and shares reports, dashboards, and performance summaries with key stakeholders to measure success against KPIs.
Monitors deliverability, engagement rates, and compliance with regulations such as CAN-SPAM and GDPR.
Stays current on Salesforce Marketing Cloud feature releases, digital marketing trends, and best practices, incorporating new capabilities where beneficial.
Serves as a subject matter expert for marketing automation platforms, providing guidance, training and support to internal users.
Industry Expertise
Stays current on the latest trends, innovations, and educational resources in marketing automation and email marketing to ensure continuous professional development and the application of cutting-edge practices.
Actively monitors and assimilates industry best practices, emerging trends, and potential partnership opportunities to enhance the effectiveness of the team's email marketing initiatives.
The skills and experience we prefer you have:
A Bachelor’s degree in marketing, communications, or a related field is required, or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
A minimum of 3 years of marketing experience with demand generation and marketing automation exposure or other applicable experience is needed.
Proven hands-on experience with Salesforce, Marketing Cloud, as well as experience with integrations between Salesforce Marketing Cloud and CRMs like Salesforce Sales or Service Cloud, is essential.
Financial industry experience is preferred, and Salesforce Marketing Cloud certifications are required.
Deep knowledge of key SFMC modules: Email Studio, Journey Builder, Automation Studio, Contact Builder. Background in developing journey maps or customer lifecycle frameworks.
Solid understanding of client segmentation based on product ownership data to tailor custom product, service propositions and/or thought leadership content.
Solid understanding of digital marketing concepts, customer lifecycle strategies, and data privacy compliance. Experience managing campaign builds from strategy through to deployment and reporting.
General knowledge of the financial industry and competitor’s products.
Strong listening, written and verbal communication skills, with the ability to communicate at all levels of the organization.
Strong grammatical and proofreading skills and the ability to adapt writing copy to various audiences, purposes, or media.
Solid creative style skills. Strong problem-solving, decision-making, and organizational skills. Demonstrates creativity, out-of-the-box thinking, and resourcefulness to consistently help the team meet goals.
Ability to handle multiple facets of projects at multiple phases of development and implementation.
Strong interpersonal skills with the ability to establish and maintain cooperative working relationships with internal and external partners.
Advanced computer skills, including MS Office applications and customer relationship management (CRM) programs.
#IND100
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay
$66,000 - $99,700 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
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Are you a current team member at Compeer Financial? * Select... A current team member would include full-time, part-time, temporary or interns who presently work at Compeer Financial. Are you a previous team member of Compeer Financial? * Select... A previous team member would include full-time, part-time, temporary or interns who have worked at Compeer Financial in the past, but are not presently employed with Compeer Financial. Do you currently or have you previously worked for another Farm Credit association other than Compeer Financial? * Select... Are you authorized to work in the United States? * Select... What is your desired salary? Are you at least 18 years of age? * Select... Are you open to relocating for this position, or are you currently within driving distance of the position location? * Select... Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Compeer Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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* indicates a required field First Name * Last Name * Preferred First Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Degree Select... Select... If applicable, what is your middle initial? Address 1 * Address 2 i.e. PO Box, Unit Number, Apartment Number City * State * Select... i.e. WI i.e. 53590 County * Please read: this field is intended for COUNTY not COUNTRY.
Are you a current team member at Compeer Financial? * Select... A current team member would include full-time, part-time, temporary or interns who presently work at Compeer Financial. Are you a previous team member of Compeer Financial? * Select... A previous team member would include full-time, part-time, temporary or interns who have worked at Compeer Financial in the past, but are not presently employed with Compeer Financial. Do you currently or have you previously worked for another Farm Credit association other than Compeer Financial? * Select... Are you authorized to work in the United States? * Select... What is your desired salary? Are you at least 18 years of age? * Select... Are you open to relocating for this position, or are you currently within driving distance of the position location? * Select... Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Compeer Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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