Marketing Automation Specialist

Educators Financial Group; Toronto; Hybrid; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Health Benefits Plan including EHC, D,

Pension plan with company contribution

Job summary

Educators Financial Group is seeking a Marketing Automation Specialist to develop and optimize client experience marketing campaigns that drive acquisition, engagement, and retention. You will leverage Salesforce Marketing Cloud, Financial Services Cloud, and analytics to deliver personalized communications.

Reporting to the VP, Business Technology, you will collaborate with the Client Experience Marketing Lead and partners to identify opportunities for innovation and continuous improvement

Qualifications

• University degree or college diploma in Business or Marketing fields.
• 3+ years of experience in marketing, digital marketing, or related discipline.
• 3+ years hands-on experience with Salesforce Marketing Cloud (SFMC) or comparable platform.
• SQL knowledge for audience segmentation and data validation is an asset.
• Experience with AMPscript, HTML/CSS, and SQL is preferred.
• Experience with CRM systems (Salesforce Financial Services Cloud) is preferred.
• Demonstrated experience building customer journeys and data-driven campaigns.
• SFMC certifications such as Marketing Cloud Engagement Specialist or Marketing Cloud Administrator are desirable.
• Creative thinking with ability to oversee effective design work.
• Experience interpreting campaign performance metrics and marketing dashboards.
• Knowledge of marketing analytics, client segmentation and data visualization.
• Familiarity with AI tools and marketing automation technologies.
• Excellent project/time management skills.
• Knowledge or experience in financial services is a plus.

Responsibilities

• Design, develop, and execute client experience marketing programs for growth and engagement.
• Manage end-to-end campaign execution from requirements to post-launch reporting.
• Configure and deploy multi-channel journeys in SFMC (Journey Builder, Automation Studio, data extensions).
• Support triggered communications across email, SMS, direct mail, and digital channels.
• Monitor launches and coordinate issue resolution with partners.
• Maintain journey documentation, ensuring compliance and brand alignment.
• Translate campaign objectives into audience, data, and technical requirements with internal teams.
• Coordinate with vendors and agencies for campaign assets and timelines.
• Enhance journeys using performance insights and client feedback.
• Conduct QA to ensure accurate, compliant multi-channel delivery.
• Track program performance with dashboards and reporting tools.

Skills

Salesforce Marketing Cloud

SQL

AMPscript

HTML/CSS

CRM systems

Marketing analytics

Campaign management

Data-driven campaigns

Project management

AI tools

Education

University degree in Business/Marketing

College diploma in Marketing/Business

Tools

Salesforce Financial Services Cloud

Job description

Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the trusted life‑long financial services partner of choice who helps members of the education community and their families enjoy life to the fullest.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

• Annual salary (hiring range): $70,000 - $85,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus.
• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
• Hybrid work environment for those who live within 50km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions.
• 3 weeks of paid vacation and other leave entitlements.
• 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.
• Learning and development support to aid professional growth.
• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
• Employee-led committees to boost engagement, initiative and idea sharing.
• A Community Care program to make a difference in the lives of people in need.
• Team building activities and optional social events.

About the Role

The Marketing Automation Specialist plays a key role in developing, executing, and optimizing client experience marketing campaigns and journeys that support client acquisition, engagement, retention, and digital adoption initiatives.

Reporting to the Vice President, Business Technology, and working closely with the Client Experience Marketing Lead and cross-functional partners, this role leverages Salesforce Marketing Cloud, Financial Services Cloud, analytics, and emerging technologies to deliver personalized, data-driven client communications. The candidate will contribute to enhancing the overall client experience by identifying opportunities for innovation, continuous improvement and meaningful client engagement cross the client lifecycle.

The posting is to fill an existing vacancy.

Key Responsibilities

• Supporting the Client Experience Marketing Lead in the design, development, and execution of client experience marketing programs focused on client growth, digital enablement, service excellence, and Net Promoter Score (NPS) improvement.
• Managing end-to-end campaign execution from requirements gathering, planning, and audience definition through building, deployment, post-launch monitoring, and reporting.
• Configuring, testing, and deploying multi-channel marketing journeys using Salesforce Marketing Cloud, including Journey Builder, automation studio, data extensions, audience segmentation, campaign activities, content, personalization, and delivery schedules.
• Supporting triggered and automated communications across email, SMS, direct mail, digital portal and other client communication channels.
• Monitoring campaign launches, proactively identifying delivery or data issues, and coordinating resolution with appropriate partners.
• Maintaining journey documentation and ensuring communications remain current, compliant, accurate, and aligned with business objectives, privacy requirements, brand standards, and client experience expectations.
• Partnering with internal teams to translate campaign objectives into audience, data, journey, and technical requirements.
• Liaising with external partners, vendors, and creative agencies to support the development and delivery of campaign assets, ensuring alignment with campaign objectives, brand standards, technical requirements and timelines.
• Supporting ongoing enhancement and optimization of client journeys using campaign performance insights, team feedback, and client experience considerations.
• Conducting quality assurance testing with strong attention to detail to support accurate, compliant, and seamless multi-channel delivery to market.
• Tracking, compiling, and analyzing program performance using reporting tools and/or dashboards to ensure programs are continuously working as designed and are meeting objectives.
• Collaborating cross-functionally (as required) to build/maintain reports and dashboards.
• Providing actionable insights and recommendations to improve future program KPIs (i.e., ORs, CTRs, customer engagement, lead conversion etc.).

Qualifications

• University degree or college diploma in the Business or Marketing fields
• 3+ years of relevant experience in marketing, business communications, digital marketing, technology or related discipline
• 3+ years of hands‑on experience working with Salesforce Marketing Cloud (SFMC) or a comparable enterprise marketing automation/CRM platform (i.e., Salesforce Marketing Cloud preferred)
• Working knowledge of SQL for audience segmentation, data validation and campaign execution is an asset
• Experience with AMPscript, HTML/CSS, and some working knowledge of SQL is preferred
• Experience working with CRM systems (i.e., Salesforce Financial Services Cloud) is preferred
• Demonstrated experience building customer journeys and data-driven campaigns
• Desirable SFMC certifications: Marketing Cloud Engagement Specialist, Marketing Cloud Administrator
• Creative thinking with ability to oversee effective design work
• Experience interpreting campaign performance metrics and marketing dashboards
• Working knowledge of marketing analytics, client segmentation and data visualization
• Familiarity with AI tools and marketing automation technologies
• Excellent project/time management skills
• Knowledge and/or experience working in financial services an asset

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top‑notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non‑discriminatory and barrier‑free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [e-mail] to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self‑identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre‑screened applicants will then be contacted to coordinate the following:

1. Interview with our Human Resources Team (up to 45 minutes)
2. Technical Assessment
3. Interview with our Hiring Team (1 hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.