Savant Wealth Management
Marketing Automation and Lead Management Specialist - Rockford, IL
Savant Wealth Management, Rockford, Illinois, United States, 61103
Marketing Automation and Lead Management Specialist – Rockford, IL
2 days ago Be among the first 25 applicants
About the role Join Savant as a
Marketing Automation & Lead Management Specialist ! Take ownership of our marketing automation platform, manage lead data, and ensure campaigns and workflows run smoothly behind the scenes to drive business growth.
The
Marketing Automation & Lead Management Specialist
plays a key role in optimizing our digital marketing by managing Salesforce Account Engagement (Pardot), maintaining lead scoring and grading models, and ensuring clean, compliant marketing data. This role supports campaign setup, configures automations, documents workflows, and educates team members on how automation elements, such as tags, grades, and points, function within the system.
The specialist collaborates closely with campaign managers, agile team members, inside sales, and business intelligence teams to optimize user journeys, manage campaign and email frequency, and improve funnel performance. Over time, the role will expand to include evaluating and implementing personalization and landing page tools to deliver more relevant experiences and boost conversion rates.
Additionally, this role contributes to lead management by helping scrub and assign marketing-qualified leads (MQLs), and routing inquiries from website forms to the appropriate sales teams.
Key Responsibilities
Administer and optimize Salesforce Account Engagement (Pardot) to support digital marketing campaigns across Savant’s B2B and B2C segments
Configure and maintain field sync rules between Account Engagement and Salesforce
Oversee and manage all automations, ensuring every tag, grade, and point functions as intended; document workflows, educate team members on automation logic, and audit user journeys to identify and resolve redundancies or overlaps
Manage automation workflows, including tags, grades, and scoring; document processes, educate team members, and audit user journeys to eliminate redundancies
Establish and enforce governance standards for campaign hierarchy, naming conventions, and automation logic to support scalability
Implement and maintain lead scoring and grading models to identify and prioritize marketing-qualified leads (MQLs)
Scrub, validate, and assign MQLs based on lead score and activity; route inquiries from website forms to the appropriate sales teams or CDT queue
Track and report on leads acquired and assigned from live webinars
Maintain and update the marketing lead assignment SOP
Ensure data hygiene and compliance with regulations, including opt‑out management
Collaborate with sales and business intelligence teams to align automation with lead management and reporting
Provide performance insights and feedback loops to improve campaign effectiveness in an agile marketing environment
Build and manage forms and form handlers within Account Engagement
Lead the implementation of personalization and A/B landing page tools to enhance digital lead generation
Manage email address imports for M&A leads, prospects, and clients before and after an acquired firm’s Salesforce migration, using specialized processes to prevent duplication and maintain data integrity due to the complexities introduced by the Salesforce connector with Account Engagement
Additional Information
This position is based out of our office in Rockford, IL.
It follows a hybrid work model, with in‑office days Tuesday through Thursday and the option to work from home on Monday and Friday.
This position is Monday – Friday 8:00am – 5:00pm
Qualifications
Bachelor’s degree in marketing, communications, or a related field from an accredited institution
3–5 years of hands‑on experience with marketing automation platforms, especially Salesforce Account Engagement (Pardot)
Strong understanding of lead scoring, grading, and user journey mapping
Salesforce or Pardot certifications (e.g., Marketing Cloud Account Engagement Specialist) preferred
Proficiency with Salesforce CRM, including lead management, campaign tracking, and data architecture (object relationships, campaign hierarchy, integration best practices)
Experience documenting workflows and training team members on automation processes
Strong analytical skills to assess performance data and optimize automation logic
Familiarity with data hygiene practices and compliance standards (e.g., opt‑out management)
Experience with API‑based integrations or middleware tools (preferred)
Knowledge of personalization tools and A/B testing platforms
Experience with data enrichment and advanced segmentation strategies to improve targeting and personalization
Basic HTML/CSS skills for customizing emails and landing pages
Background in B2B marketing or financial services (preferred)
High attention to detail and commitment to quality
Experience collaborating with sales and business intelligence team
Intermediate to advanced database management experience
Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word
sapiere —“to be wise”—reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth‑management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision:
Transform personal and financial dreams into goals and goals into reality.
Our Mission:
To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values:
Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
Perks & Benefits
Benefit eligibility on Day One: Instant access to a robust benefits package starting on your first day of employment.
Choice of medical plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible dental coverage: Choose between two dental plan options for optimal oral health.
Vision insurance: Keep your eyes healthy with our vision insurance plan.
Company‑paid life & AD&DD insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company‑paid disability coverage: Rest easy knowing you’re covered with both short‑term and long‑term disability plans.
401(k) with company match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per‑pay‑period company match.
Generous paid time off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and longer work weeks with our Summer Hours.
Additional leave and time‑off benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported during life’s most critical moments.
Dress code: “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee recognition: Monetary awards through our recognition program.
Team incentive plans: Participate in our team incentive plan for additional earning opportunities.
Employee assistance program: Access support through our Employee Assistance Program whenever you need it.
Exclusive discounts: Take advantage of various discount programs for additional savings.
Wellness reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional perks: Reimbursement for your warehouse club memberships and allowance for Savant Swag.
Equal Opportunity Savant Capital LLC, is an Equal Opportunity Employer.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
#J-18808-Ljbffr
About the role Join Savant as a
Marketing Automation & Lead Management Specialist ! Take ownership of our marketing automation platform, manage lead data, and ensure campaigns and workflows run smoothly behind the scenes to drive business growth.
The
Marketing Automation & Lead Management Specialist
plays a key role in optimizing our digital marketing by managing Salesforce Account Engagement (Pardot), maintaining lead scoring and grading models, and ensuring clean, compliant marketing data. This role supports campaign setup, configures automations, documents workflows, and educates team members on how automation elements, such as tags, grades, and points, function within the system.
The specialist collaborates closely with campaign managers, agile team members, inside sales, and business intelligence teams to optimize user journeys, manage campaign and email frequency, and improve funnel performance. Over time, the role will expand to include evaluating and implementing personalization and landing page tools to deliver more relevant experiences and boost conversion rates.
Additionally, this role contributes to lead management by helping scrub and assign marketing-qualified leads (MQLs), and routing inquiries from website forms to the appropriate sales teams.
Key Responsibilities
Administer and optimize Salesforce Account Engagement (Pardot) to support digital marketing campaigns across Savant’s B2B and B2C segments
Configure and maintain field sync rules between Account Engagement and Salesforce
Oversee and manage all automations, ensuring every tag, grade, and point functions as intended; document workflows, educate team members on automation logic, and audit user journeys to identify and resolve redundancies or overlaps
Manage automation workflows, including tags, grades, and scoring; document processes, educate team members, and audit user journeys to eliminate redundancies
Establish and enforce governance standards for campaign hierarchy, naming conventions, and automation logic to support scalability
Implement and maintain lead scoring and grading models to identify and prioritize marketing-qualified leads (MQLs)
Scrub, validate, and assign MQLs based on lead score and activity; route inquiries from website forms to the appropriate sales teams or CDT queue
Track and report on leads acquired and assigned from live webinars
Maintain and update the marketing lead assignment SOP
Ensure data hygiene and compliance with regulations, including opt‑out management
Collaborate with sales and business intelligence teams to align automation with lead management and reporting
Provide performance insights and feedback loops to improve campaign effectiveness in an agile marketing environment
Build and manage forms and form handlers within Account Engagement
Lead the implementation of personalization and A/B landing page tools to enhance digital lead generation
Manage email address imports for M&A leads, prospects, and clients before and after an acquired firm’s Salesforce migration, using specialized processes to prevent duplication and maintain data integrity due to the complexities introduced by the Salesforce connector with Account Engagement
Additional Information
This position is based out of our office in Rockford, IL.
It follows a hybrid work model, with in‑office days Tuesday through Thursday and the option to work from home on Monday and Friday.
This position is Monday – Friday 8:00am – 5:00pm
Qualifications
Bachelor’s degree in marketing, communications, or a related field from an accredited institution
3–5 years of hands‑on experience with marketing automation platforms, especially Salesforce Account Engagement (Pardot)
Strong understanding of lead scoring, grading, and user journey mapping
Salesforce or Pardot certifications (e.g., Marketing Cloud Account Engagement Specialist) preferred
Proficiency with Salesforce CRM, including lead management, campaign tracking, and data architecture (object relationships, campaign hierarchy, integration best practices)
Experience documenting workflows and training team members on automation processes
Strong analytical skills to assess performance data and optimize automation logic
Familiarity with data hygiene practices and compliance standards (e.g., opt‑out management)
Experience with API‑based integrations or middleware tools (preferred)
Knowledge of personalization tools and A/B testing platforms
Experience with data enrichment and advanced segmentation strategies to improve targeting and personalization
Basic HTML/CSS skills for customizing emails and landing pages
Background in B2B marketing or financial services (preferred)
High attention to detail and commitment to quality
Experience collaborating with sales and business intelligence team
Intermediate to advanced database management experience
Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word
sapiere —“to be wise”—reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth‑management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision:
Transform personal and financial dreams into goals and goals into reality.
Our Mission:
To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values:
Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
Perks & Benefits
Benefit eligibility on Day One: Instant access to a robust benefits package starting on your first day of employment.
Choice of medical plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible dental coverage: Choose between two dental plan options for optimal oral health.
Vision insurance: Keep your eyes healthy with our vision insurance plan.
Company‑paid life & AD&DD insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company‑paid disability coverage: Rest easy knowing you’re covered with both short‑term and long‑term disability plans.
401(k) with company match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per‑pay‑period company match.
Generous paid time off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and longer work weeks with our Summer Hours.
Additional leave and time‑off benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported during life’s most critical moments.
Dress code: “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee recognition: Monetary awards through our recognition program.
Team incentive plans: Participate in our team incentive plan for additional earning opportunities.
Employee assistance program: Access support through our Employee Assistance Program whenever you need it.
Exclusive discounts: Take advantage of various discount programs for additional savings.
Wellness reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional perks: Reimbursement for your warehouse club memberships and allowance for Savant Swag.
Equal Opportunity Savant Capital LLC, is an Equal Opportunity Employer.
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
#J-18808-Ljbffr