Marketing Automation Specialist
workplace, Rockford, IL, United States
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.
Duties and Responsibilities
The Marketing Automation & Lead Management Specialist can expect to focus on the following areas: 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 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. Qualifications
This position typically requires the following 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 teams Intermediate to advanced database management experience
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The Marketing Automation & Lead Management Specialist can expect to focus on the following areas: 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 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. Qualifications
This position typically requires the following 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 teams Intermediate to advanced database management experience
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