Savant Wealth Management · 1 day ago
Marketing Automation and Lead Management Specialist - Rockford, IL
Rockford, IL
Full-time
Hybrid
Mid Level
$63K/yr - $89K/yr
3+ years expSavant Wealth Management is a trusted advisor in financial services, seeking a Marketing Automation & Lead Management Specialist. This role involves managing the marketing automation platform, optimizing digital marketing campaigns, and collaborating with various teams to enhance lead management and conversion rates.
ConsultingFinancial ServicesWealth Management
No H1B
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
Qualification
Required
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
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 data enrichment and advanced segmentation strategies to improve targeting and personalization
Basic HTML/CSS skills for customizing emails and landing pages
High attention to detail and commitment to quality
Experience collaborating with sales and business intelligence team
Intermediate to advanced database management experience
Preferred
Salesforce or Pardot certifications (e.g., Marketing Cloud Account Engagement Specialist)
Experience with API-based integrations or middleware tools
Knowledge of personalization tools and A/B testing platforms
Background in B2B marketing or financial services
Benefits
Benefit Eligibility on Day One: Enjoy immediate 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&D 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 enjoy shorter 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 with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy 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: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase