Marketing Cloud Architect

CAZ Investments; Houston (TX); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

401k matching

Generous PTO

Excellent benefits

Job summary

CAZ Investments seeks a Vice President, Marketing Cloud Architect to own and maximize Salesforce Marketing Cloud effectiveness. You will design, execute, and optimize email campaigns, automations, and customer journeys, aligning marketing tech with capital formation and investor communications.

The role requires hands-on SFMC skills, CRM integration, and a track record in regulated financial services environments. Strong analytical and cross-functional collaboration are essential.

Qualifications

• Hands-on experience with Salesforce Marketing Cloud including Journey Builder, Automation Studio and Email Studio.
• Experience with Salesforce CRM integration.
• Experience building B2B and B2C campaigns within financial services or regulated industries preferred.
• Familiarity with scripting and data tools such as SQL and AMPscript is a plus.
• Bachelor’s degree in Marketing, Business, Information Systems, or related field preferred; practical equivalent considered.
• Mid-to-senior level contributor with experience building and optimizing marketing automation platforms.
• Meticulous attention to detail in a highly regulated environment.

Responsibilities

• Design and architect scalable customer journeys, automations, and email campaigns within Salesforce Marketing Cloud.
• Develop and execute B2B and B2C campaigns using Salesforce CRM integration for data integrity and effectiveness.
• Lead audience segmentation to enable precise targeting and personalization across Stakeholders in Capital Formation and Investor Relations.
• Monitor campaign performance and optimize through rigorous analysis, testing, and best practices.
• Maintain platform health via QA, troubleshooting, and proactive system management for reliability and compliance.
• Translate business objectives into technical marketing solutions and expand platform capabilities.
• Ensure brand consistency and regulatory compliance across all marketing communications.

Skills

Salesforce Marketing Cloud

Journey Builder

Automation Studio

Email Studio

Salesforce CRM integration

SQL

AMPscript

Education

Bachelor's degree in Marketing or related field

Job description

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.

We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.

We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.

The Vice President, Marketing Cloud Architect, is responsible for owning and maximizing the effectiveness of Salesforce Marketing Cloud by designing, executing, and optimizing email campaigns, automations, and customer journeys. This role translates business needs into scalable, data-driven marketing programs that improve engagement, increase platform utilization, and support capital formation and investor communication objectives. This is a marketing technology specialist position with both architectural and execution responsibilities, operating within a highly regulated institutional environment requiring precision, compliance, and brand consistency. Strategic recommendations are expected, though final ownership of system-wide decisions remains with Marketing Operations leadership.

Key Responsibilities:

• Design and architect scalable customer journeys, automations, and email campaigns within Salesforce Marketing Cloud, leveraging Journey Builder, Automation Studio, and Email Studio
• Develop and execute B2B and B2C campaigns utilizing Salesforce CRM integration to ensure data integrity and campaign effectiveness
• Lead audience segmentation strategy to enable precise targeting and personalization, working closely with stakeholders in Capital Formation and Investor Relations
• Monitor campaign performance and drive ongoing optimization through rigorous analysis, testing, and adherence to marketing best practices
• Maintain platform health through quality assurance, troubleshooting, and proactive system management to ensure reliability and compliance
• Translate business objectives into technical marketing solutions and provide strategic recommendations to Marketing Operations leadership to expand platform capabilities
• Ensure brand consistency and regulatory compliance across all marketing communications

Success as a Vice President, Marketing Cloud Architect will be measured by your:

• Ability to elevate the firm’s use of Salesforce Marketing Cloud beyond basic campaign deployment to a sophisticated, data-driven, and automated marketing capability that measurably improves engagement and platform utilization
• Demonstrated improvement in the consistency, precision, and measurable impact of investor communications and capital formation marketing initiatives through optimized audience segmentation and automation
• Positive feedback from Capital Formation, Investor Relations, and Marketing Operations leadership reflecting strong cross-functional collaboration, technical expertise, and reliable execution within a regulated environment

Requirement:

• Hands-on experience with Salesforce Marketing Cloud required, including Journey Builder, Automation Studio, and Email Studio
• Experience with Salesforce CRM integration required
• Experience building B2B and B2C campaigns within financial services or another regulated industry is preferred
• Familiarity with scripting and data tools such as SQL and AMP script is a plus
• Bachelor’s degree in Marketing, Business, Information Systems, or a related field preferred; equivalent practical experience in marketing technology or automation platforms will also be considered
• Mid-to-senior level individual contributor with meaningful prior experience building, managing, and optimizing marketing automation platforms
• Meticulous attention to detail given the complexity of audiences and the implications of marketing in a highly regulated environment
• Strong analytical and problem-solving skills with the ability to work collaboratively across Capital Formation, Investor Relations, Marketing, and Operations teams
• Highly organized with the ability to manage multiple campaigns and priorities in a fast-paced environment under strict deadlines

Compensation and Benefits:

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm
• profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio