Marketing Lifecycle & Automation Manager

TASL TaxAct Admin Services, LLC; United States; Remote; USD 110,000 - 165,000; Full time

Job summary

Taxwell seeks an experienced Marketing Lifecycle & Automation Manager to lead Salesforce Marketing Cloud Account Engagement (Pardot) programs for B2B marketing. You will build journeys, nurture communications, and optimize audience segmentation and scoring to drive qualified leads and revenue across Drake Software and TaxAct Professional.

You will own lead scoring, routing, experimentation, and sales handoffs, partnering with Operations, Data, and AI teams to scale automation and personalization

Qualifications

• 5+ years of experience in B2B marketing automation, lifecycle marketing, demand generation, or related field.
• 3+ years of hands-on experience building and optimizing programs in Salesforce Marketing Cloud Account Engagement (Pardot).
• Experience with Engagement Studio, segmentation, automation rules, forms, landing pages, scoring, grading, and campaign reporting.
• Strong understanding of lead management, funnel stages, routing, qualification, and marketing-to-sales handoffs.
• Ability to translate business needs into automation logic, audience criteria, data requirements, and reporting specifications.
• Experience working with Marketing Operations, Data, Analytics, or AI teams to enable automation and personalization.
• Salesforce Account Engagement/Pardot certification preferred.

Responsibilities

• Build, test, launch, troubleshoot, and optimize automated nurture programs, Engagement Studio journeys, forms, landing pages, segmentation rules, scoring models, and triggered communications.
• Develop journeys spanning prospect engagement, qualification, sales follow-up, conversion, onboarding, retention, and re-engagement.
• Replace one-time communications and manual processes with scalable automation.
• Own marketing requirements for lead scoring, grading, qualification, routing, prioritization, and marketing-to-sales handoffs.
• Analyze lead progression from initial engagement through sales acceptance, opportunity creation, conversion, and retention.
• Partner with campaign and channel owners to develop targeted audiences, automated follow-up, testing strategies, and reusable journey frameworks.
• Serve as B2B Marketing's subject-matter expert and primary hands-on user of Salesforce Marketing Cloud Account Engagement.
• Diagnose campaign, segmentation, synchronization, data-quality, and automation issues, escalating platform or integration needs when necessary.
• Partner with Marketing Operations, Data, and AI teams to define fields, audience signals, business rules, integrations, and insights needed to expand automation and personalization.
• Monitor lifecycle engagement, funnel progression, conversion, and program effectiveness.
• Translate performance insights into improvements to audiences, messaging, scoring, timing, and journey paths.
• Connect lifecycle programs to pipeline, revenue, adoption, and retention outcomes.

Skills

B2B marketing

Lifecycle marketing

CRM marketing

Lead nurturing

Tools

Salesforce Marketing Cloud Account Engagement (Pardot)

Engagement Studio

Forms & landing pages

Segmentation rules

Job description

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

The Marketing Lifecycle & Automation Manager is the lead hands-on expert for Salesforce Marketing Cloud Account Engagement (Pardot) within B2B Marketing. This role builds and optimizes automated programs that improve prospect and customer engagement, lead progression, conversion, retention, and revenue across Drake Software and TaxAct Professional.

Key Responsibilities

• Marketing Automation and Lifecycle Programs
  • Build, test, launch, troubleshoot, and optimize automated nurture programs, Engagement Studio journeys, forms, landing pages, segmentation rules, scoring models, and triggered communications.
  • Develop journeys spanning prospect engagement, qualification, sales follow-up, conversion, onboarding, retention, and re-engagement.
  • Replace one-time communications and manual processes with scalable automation.
• Lead Management and Campaign Enablement
  • Own marketing requirements for lead scoring, grading, qualification, routing, prioritization, and marketing-to-sales handoffs.
  • Analyze lead progression from initial engagement through sales acceptance, opportunity creation, conversion, and retention.
  • Partner with campaign and channel owners to develop targeted audiences, automated follow-up, testing strategies, and reusable journey frameworks.
• Platform, Data, and Technology Enablement
  • Serve as B2B Marketing's subject-matter expert and primary hands-on user of Salesforce Marketing Cloud Account Engagement.
  • Diagnose campaign, segmentation, synchronization, data-quality, and automation issues, escalating platform or integration needs when necessary.
  • Partner with Marketing Operations, Data, and AI teams to define the fields, audience signals, business rules, integrations, and insights needed to expand automation and personalization.
• Performance and Optimization
  • Monitor lifecycle engagement, funnel progression, conversion, and program effectiveness.
  • Translate performance insights into improvements to audiences, messaging, scoring, timing, and journey paths.
  • Connect lifecycle programs to pipeline, revenue, adoption, and retention outcomes.

Qualifications

• 5+ years of experience in B2B marketing automation, lifecycle marketing, demand generation, CRM marketing, or a related field.
• 3+ years of hands-on experience building and optimizing programs in Salesforce Marketing Cloud Account Engagement (Pardot).
• Experience with Engagement Studio, segmentation, automation rules, forms, landing pages, scoring, grading, and campaign reporting.
• Strong understanding of lead management, funnel stages, routing, qualification, and marketing-to-sales handoffs.
• Ability to translate business needs into automation logic, audience criteria, data requirements, and reporting specifications.
• Experience working with Marketing Operations, Data, Analytics, or AI teams to enable automation and personalization.
• Salesforce Account Engagement/Pardot certification preferred.

Measures of Success

• Increased use and effectiveness of automated lifecycle journeys.
• Improved lead acceptance, lead-to-opportunity conversion, and response time.
• Reduced manual list creation and campaign execution.
• Improved Pardot utilization, data quality, and automation reliability.
• Expanded data-and AI-enabled segmentation and personalization.
• Pipeline and revenue influenced by lifecycle programs.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at [e-mail] or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.

Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®. These two longstanding organizations offer customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. Taxwell brands are the trusted solution to make taxes easy for the most complex users. TaxAct offers income tax preparation software directly to consumers and tax professionals. The process of filing taxes is highly personal and can be extremely complex. At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation. Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software. We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions. Drake Software has a long history providing top-tier professional tax preparation software. Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year. Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses. Drake products are designed to assist our customers efficiently prepare and e-file individual and business returns, so they can focus on serving their clients.

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