JOB TITLE: Marketing Campaign/CRM Specialist
DIVISION: GCoEBusiness Enablement
LOCATION: Bangalore or Pune
JOB FUNCTION: Campaign Management
JOB FAMILY: Marketing
REPORTS TO: Soundarya Venkatesh
About Gallagher
As a global insurance brokerage, Gallagher seeks to provide the best service to its customers. The Gallagher Center of Excellence (GCoE) supports various divisions of Gallagher, providing premier service to our customers around the globe. The GCoE has grown into a team of approximately 12,000 employees across seven locations (Kolhapur, Mumbai, Cochin, Chandigarh, Shimoga, Bengaluru and Pune), providing reliable, fast and high-quality support to field staff.
Working at GCoE gives you the opportunity to join a growing global organization. We offer our employees an unmatched professional environment to use their skills, improve their knowledge and deliver tangible results. At Gallagher, we want to empower you to make a difference, take control and make an impact.
Gallagher believes that all persons are entitled to equality in our employment opportunities.
Position Summary
Gallagher’s Center of Excellence is looking for a dynamic and experienced Marketing Campaign/CRM Specialist to join the GCoE Business Enablement team. In this key position, you will be responsible for leading the planning, execution, and analysis of comprehensive marketing campaigns, ensuring they align with business goals and stakeholder requirements. You will oversee projects from inception to completion, offering strategic guidance and mentorship to junior campaign specialists and directing a team to ensure the smooth transition and delivery of various marketing functions to internal stakeholders.
As a Marketing Campaign/CRM Specialist, you will manage, execute, and maintain the data used in our CRM-based marketing campaigns in Salesforce/Salesforce Marketing Automation Cloud and perform data analysis for our marketing campaign effectiveness reports. This role will oversee all Salesforce marketing data, ensure accurate campaign setup, maintain data integrity, and generate effectiveness reports from various marketing platforms. Attention to detail is crucial.
You will utilize advanced digital marketing tools, including GWIN/Salesforce, ZoomInfo, Brite Verify, and Demand Tools, to optimize campaign performance and data management.
Success Measures
- Develop marketing campaign target audience lists from a variety of proprietary and third‑party resources.
- Manage and maintain the integrity of these lists within our CRM.
- Continuously identify process enhancements that improve our data accuracy and integrity.
- Generate marketing effectiveness reports promptly for the broader marketing team.
- Provide analysis and insights on campaign effectiveness.
- Identify potential problems and challenges related to marketing data and campaign processes.
Essential Responsibilities
- Lead Campaign Planning: Take briefs and direction from Marketing Managers to execute marketing campaigns for diverse projects, ensuring strategic alignment and effectiveness.
- Build and manage campaign lists from internal resources and third‑party services, ensuring data accuracy in Salesforce and overseeing quality assurance.
- Create and manage campaign reports for marketing and sales stakeholders.
- Identify key findings and talking points for stakeholders.
- Provide ad‑hoc Salesforce support and status updates.
- Support marketing attribution models to track ROI.
- Maintain project quality and timeliness, coordinating with marketing stakeholders to understand reporting requirements.
- Extract and manipulate data for reports using tools like Google Analytics, Power BI, and Excel (vlookup/xlookup scripts).
- Lead the execution phase of campaigns, contributing innovative ideas to enhance campaign impact and reach.
- Drive Project Management: Oversee projects from start to finish, ensuring timely delivery and maintaining high-quality output throughout the process.
- Create campaign assets: develop content, graphics, and other assets necessary for successful campaign execution, ensuring alignment with brand guidelines.
- Collaborate with the team: work collaboratively as part of a larger team on marketing‑focused projects.
- Ensure timely completion: meet deadlines and adhere to established schedules.
- Maintain communication: keep ongoing communication with production teams and leads regarding schedules and deadlines.
- Manage workload: effectively manage time and implement feedback actions required by supervisors.
- Stay informed: keep updated with industry trends and adhere to client brand guidelines.
- Mentorship: mentor junior campaign specialists and provide guidance to improve their skills.
- Enhance and manage data: oversee requests for enhancing and enriching data to improve quality and accuracy of marketing databases.
- Optimize database management: execute processes to remove duplicate entries and manage unsubscribe requests, ensuring clean and compliant databases.
- All other duties as assigned.
Job Scope
- Country: Multiple Countries (Americas, LATAM, UK/EMEA, APAC) – Global
Competencies (Optional)
- Analytical Thinking – Analyze data and campaign performance metrics to make informed decisions and optimize marketing strategies.
- Project Management – Strong organizational skills to manage multiple projects simultaneously, ensuring timely delivery and adherence to quality standards.
- Creativity – Innovative thinking to develop unique and effective marketing solutions that capture audience attention.
- Communication – Excellent verbal and written communication skills.
- Leadership – Proven ability to lead and mentor junior team members.
- Collaboration – Ability to work effectively within a team.
- Attention to Detail – Keen eye for detail to ensure accuracy and consistency.
- Adaptability – Flexibility to adapt to changing priorities and business needs.
- Technical Proficiency – Familiarity with digital marketing tools and platforms such as GWIN/Salesforce, ZoomInfo, Brite Verify, and Demand Tools.
- Customer Focus – Commitment to understanding and meeting the needs of internal and external customers.
Education and Experience
- Minimum Required Degree – BA/BS in marketing, operations, IT, or relevant business experience.
- Preferred Degree – Master’s degree in Marketing, Business Administration, or a related field.
Certificates / Special Training
- Salesforce Marketing Cloud Email Specialist
- Salesforce Marketing Cloud Consultant
- Salesforce Marketing Cloud Administrator
- Salesforce Marketing Cloud Developer
- Microsoft Power BI Certification
Experience
- 3+ years in marketing or related field focused on data/analytics.
- Proficient in CRM (Salesforce), web analytics, Power BI, Microsoft Office, Smartsheet, and advanced Excel.
- Excellent communication and presentation abilities.
- Extreme attention to detail and accuracy.
- Comfortable with tight deadlines and multitasking.
- Extensive experience with analytics platforms and data extraction.
- Advanced proficiency in marketing technologies, data analysis, and CRM systems.
- Experience in developing and optimizing complex marketing strategies to achieve business objectives.
Knowledge, Skills and Ability
- Marketing Principles – Basic understanding of marketing strategies and best practices.
- Data Analysis – Familiarity with data analysis techniques and tools.
- CRM Systems – Experience with Salesforce Marketing Cloud or similar platforms.
- Digital Tools – Proficiency in digital marketing and analytics tools, including ZoomInfo, Brite Verify, and Demand Tools.
- Analytical Skills – Ability to interpret data and optimize campaigns.
- Technical Proficiency – Skilled in marketing automation, Microsoft Excel, and tools like Salesforce, ZoomInfo, Brite Verify, and Demand Tools.
- Project Management – Strong organizational skills for managing multiple projects.
- Communication – Effective verbal and written communication abilities.
- Attention to Detail – Ensures accuracy in campaign execution.
- Adaptability – Flexible in a dynamic environment.
- Collaboration – Works well within a team.
- Customer Focus – Prioritizes customer satisfaction and engagement.
Remarks
This position is in a temperature‑controlled office environment. The noise level in the work environment is usually light to moderate.
This position is to work in a Hybrid model and, depending on the need, must be flexible to work from office/home as required to accomplish their role.
This job description is not intended to be an exhaustive list of the duties and responsibilities of this position. Additional duties not included in this job description may be assigned by management at any time, based on the business needs of the Company. Employees must perform all such duties assigned to them as a condition of employment. Likewise, this job description does not alter the at‑will nature of employment at the Company.
The Company may review and update this job description from time to time, as deemed necessary or appropriate in its sole discretion.
Leadership / Supervisory (Career Band)
Individual Contributor - Support, Individual Contributor - Professional Technician, Manager (Project/Program), Manager (of People), Executive, Revenue Producing Professional, Revenue Producing Manager (of People)
Career Level
Mid‑Level
Travel Requirements
Not Applicable
JD Reviewed by: ____________________________
JD Approved by: ____________________________