Wall Street Prep · 2 weeks ago
Marketing Automation Manager (Remote)
United States
Full-time
Remote
Senior Level
5+ years expWall Street Prep is seeking an experienced Marketing Automation Manager to join their growing team. In this role, you will be responsible for executing customer communications across email and SMS, optimizing user journeys, and collaborating cross-functionally to drive engagement and retention.
EducationFinanceFinancial ServicesTraining
Responsibilities
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
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
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
Qualification
Required
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
Preferred
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
Company
Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-02-11Acquired
2021-09-08Private Equity
Leadership Team
Matan Feldman
Founder and Chief Executive Officer
Scott McCarthy
Chief Product Officer
Recent News
2025-10-10
The Riverside Company
2025-10-09
Company data provided by crunchbase