American Endowment Foundation
Associate Director, Marketing Campaign & Client Journey
LOCATION
Hudson, Ohio (suburb of Cleveland)
QUALIFICATIONS
Bachelor's degree in marketing, Business, or related fields; 5+ years of experience in marketing campaign creation and management; strong analytical skills; familiarity with Salesforce CRM and marketing automation tools preferred.
RESPONSIBILITIES
Develop and implement marketing campaigns in Salesforce, build personalized client journeys, conduct market research, track campaign performance and consumer behavior, collaborate with content and creative teams, and ensure compliance with marketing best practices.
INDUSTRY
Financial Services
SHORT DESCRIPTION
The Associate Director will focus on developing digital strategies and executing marketing plans to enhance client experiences and drive engagement, with an emphasis on data analysis and collaboration across teams.
Position Title Associate Director, Marketing Campaign & Client Journey
Reports to Chief Marketing & Communications Officer
Classification Exempt
ABOUT AEF
Make an impact from day one. A career at American Endowment Foundation (AEF) is more than just a job—it’s a chance to make a real difference and be part of something bigger. At AEF, we understand the difference between a workplace and a place where you can truly thrive. We offer a flexible, dynamic environment where your contributions matter, and our people-driven culture fosters inclusivity and collaboration at every level. If you’re ready to be part of an organization that champions innovation, integrity, and impact, we want to hear from you.
Headquartered in Hudson, Ohio, a suburb of Cleveland, AEF is one of the nation’s largest independent donor-advised fund (DAF) sponsors. Not familiar with a DAF? It’s the fastest-growing charitable giving option in the country, enabling individuals to support the causes that matter most to them. AEF is the trusted sponsor that makes it all happen. We proudly serve over 14,000 charitable individuals, nearly 6,000 financial advisors, and 2,500 partnering firms across the financial services industry.
Every day, we go above and beyond to deliver a best-in-class client experience, exceed expectations, and drive positive change. When you join AEF, you’re joining a team committed to making a lasting impact and helping others do the same. Ready to make your mark and be part of something extraordinary? It starts here.
POSITION SUMMARY
The Associate Director, Marketing Campaign & Client Journey plays a pivotal role in maintaining our competitive edge in the financial services industry. In this position, the focus will be on developing a digital strategy and executing digital marketing plans, conducting market research, and enhancing our brand through Salesforce campaigns and creating client journeys. This position involves analyzing data to identify behavior trends and shaping the online marketing strategy to engage our target audience and drive growth, engagement and brand awareness. The role will also collaborate with the Technology and Business Development teams to ensure functionality and align with business objectives.
ESSENTIAL RESPONSIBILITIES
- Develop and implement marketing campaigns in Salesforce, from concept through execution, ensuring alignment with business objectives and target audiences.
- Build and optimize personalized client journeys using Salesforce’s tools to enhance client experience and drive engagement.
- Work closely with the Salesforce team in the Technology department to ensure the seamless integration of campaigns with Salesforce and the proper functionality of marketing automations.
- Conduct ongoing market research and competitive analysis to stay informed of industry trends, competitive positioning, and emerging opportunities.
- Track and analyze campaign performance, consumer behavior data, and customer journeys. Translate data into actionable insights and regular reports to guide strategy adjustments and optimize campaign impact.
- Continuously optimize campaigns and client journeys by utilizing data insights and client feedback to improve performance and engagement.
- Collaborate with the content and creative teams to ensure consistent messaging across all campaigns and client touchpoints.
- Lead and manage growth initiatives, including A/B testing, new campaign strategies, and experimental digital tactics to drive user acquisition and engagement.
- Ensure all campaigns adhere to marketing best practices, compliance regulations, and data privacy standards.
SKILLS AND QUALIFICATIONS
- Bachelor’s degree in marketing, Business or related fields
- 5 or more years of experience in marketing campaign creation and management, with experience in Salesforce or other CRM platforms
- Strong analytical skills and experience working with campaign performance data
- Familiarity with Salesforce CRM and marketing automation tools strongly preferred
- Ability to thrive in a dynamic, fast-paced environment and work effectively in a cross-functional team
- Adaptability to changing business needs with enthusiasm and a focus on innovative solutions
- Salesforce Marketing Cloud certification strongly preferred
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