Marketing Automation Manager

Trustinsurance; Rockville (MD); On-site; USD 100,000 - 115,000; Full time

Job summary

Trustinsurance is seeking a Marketing Automation Manager to act as the technical architect and execution lead for customer communications, owning the CRM and automation workflows from data hygiene to deliverability. You will work with Marketing, IT, Analytics, and Operations to ensure scalable, error-free automation and reliable customer journeys.

You will manage the CRM platform, integrations, testing, and documentation, delivering robust, scalable workflows and clear dashboards for

Qualifications

• 4–7+ years in marketing operations, marketing automation, or CRM administration.
• Experience leading CRM automation platforms and ownership.
• Experience with HubSpot, SFMC, Marketo and similar platforms.
• Strong HTML/CSS for email troubleshooting.
• Excellent cross-functional collaboration and QA discipline.

Responsibilities

• Translate briefs into technical workflow logic for automated communications.
• Own execution of all email sends ensuring deliverability and tracking.
• Configure A/B and multivariate testing workflows.
• Identify and fix workflow gaps and inefficiencies.
• Maintain platform architecture and integration maps.

Skills

Marketing automation

CRM administration

Data hygiene

Workflow automation

Education

Bachelor’s degree in related field

Tools

HubSpot

Salesforce Marketing Cloud

Marketo

API integrations

Job description

The Marketing Automation Manager will serve as the primary technical architect and execution lead for our customer communications infrastructure, responsible for translating marketing and lifecycle strategies into reliable, scalable automated systems. This is a hands-on technical role focused on managing the CRM platform, maintaining integrations with our policyholder database, and building, testing, and troubleshooting automated email and messaging workflows.Rather than setting campaign strategy or writing core messaging, this role owns platform architecture, database hygiene, GTM tracking, deliverability, and workflow logic. You will partner closely with Marketing, IT, Analytics, and Operations to ensure seamless data flows, flawless campaign deployment, and rigorous QA. The goal is to maintain a high-performing, error-free automation engine that brings customer journeys to life with technical excellence.

Hours

Monday-Friday, Core Business Hours

Supervisory Hierarchy

Reports to: Chief Marketing Officer

Salary Range

$100,000 up to $115,000

CRM Platform & Database Management

• Serve as the primary technical owner of the CRM platform and the customer/prospect database—managing architecture, data hygiene, segmentation logic, and governance.
• Assist with system configuration, user permissions, and day-to-day platform administration.
• Own integration health between the CRM, website (landing pages, GTM triggers, and forms), policyholder database, and connected technology in the stack.
• Maintain strict data quality standards; troubleshoot data flow, sync errors, and attribution issues as they arise.

Automation, Workflow & Technical Execution

• Translate campaign briefs into technical workflow logic to build, QA, deploy, and maintain all automated communications across the complete customer lifecycle.
• Own the technical execution of all prospects, engagement, and transactional email sends—ensuring deliverability, rendering across devices, and tracking parameters are correctly configured.
• Configure and manage the technical infrastructure for A/B and multivariate testing (split logic, holdout groups, send-time optimization).
• Proactively identify technical gaps or inefficiencies in existing workflows and engineer solutions to address them.
• Maintain comprehensive documentation of platform architecture, integration maps, triggers, and workflow logic.

Cross-Functional Collaboration & Technical Visibility

• Partner directly with the Lifecycle Marketing Manager and stakeholders to translate audience strategies and messaging into reliable automated systems.
• Partner with IT on backend integrations, security protocols, system upgrades, and complex technical troubleshooting.
• Partner with Business Analytics to ensure the CRM and automation platform are correctly configured for attribution tracking, reporting tags, and clean data extraction.
• Partner with Web/Digital teams to guarantee web forms and landing pages capture clean data and trigger appropriate workflows.
• Build and maintain technical dashboards that give stakeholders visibility into system performance, deliverability, and database health.

Requirements

Academic/Licensure Qualifications

• Bachelor’s degree in business, Marketing, Information Systems, Communications, or a related field (or equivalent practical experience).

Experience & Skills

• 4-7+ years of hands-on experience in marketing operations, marketing automation, or CRM administration, with demonstrated technical ownership of a CRM/automation platform.
• Deep platform expertise with a major marketing automation engine (e.g., HubSpot, Salesforce Marketing Cloud, Marketo, or similar), including workflow automation, database administration, and platform governance.
• Database & Integration Ownership: Proven track record maintaining customer/prospect database hygiene, complex segmentation architecture, and API/tool integrations (web forms, landing pages, core databases).
• Technical & Analytics Stack: Familiarity with HTML/CSS for email template troubleshooting, as well as web tracking infrastructure (Google Tag Manager, UTM taxonomy, and attribution tracking).
• Troubleshooting & Logic: Exceptional analytical and diagnostic skills; highly comfortable auditing data flows, fixing broken triggers, and resolving sync errors.
• Cross-Functional Communication: Ability to partner smoothly across departments—translating non-technical strategic briefs into robust technical workflows and communicating platform constraints to non-technical stakeholders.
• Quality & Independence: Impeccable attention to detail, rigid QA habits, and strong project management skills to own execution independently.
• Certifications: Active platform certifications (e.g., HubSpot Certified, Salesforce Marketing Cloud Administrator, Marketo Certified Expert) preferred.

Physical Requirements:

• Must be able to remain seated for the majority of the workday.
• Prolonged periods of sitting or standing at a desk and working with a computer.
• Ability to occasionally lift and carry items up to twenty-five (25) pounds.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions