Marketing Systems & Data Integrity Specialist

Retirement Income Source SFG; Westbrook (CT); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits (100% coverage)

Dental & vision plans

PTO + holidays

401K with company match

Onsite parking

Job summary

Retirement Income Source SFG is seeking a Marketing Systems Coordinator to maintain the Metrics360 dashboard and related CRM reports. You will collaborate with Marketing, Sales, and Programming to ensure data accuracy and reliable business information across platforms.

The ideal candidate enjoys working with systems, maintaining data integrity, and solving technical issues to support marketing and sales success. This is a full-time on-site role in Westbrook, CT.

Qualifications

• 3+ years in Marketing Operations, Sales Operations, CRM Administration, Data Management, or related role.
• Advanced proficiency in Microsoft Excel, data validation, and reporting.
• Experience with CRM platforms, reporting systems, and dashboard maintenance.
• Strong analytical and problem-solving skills with attention to detail and data accuracy.
• Strong written and verbal communication skills for reporting issues and system findings.
• Ability to manage multiple priorities with high accuracy and organization.

Responsibilities

• Maintain the integrity of Metrics360 dashboard data and CRM/reporting systems.
• Develop, maintain, and distribute recurring reports and dashboards.
• Track metrics such as campaign ROI, seminars, pipeline activity, and marketing spend.
• Identify reporting inconsistencies and support automation initiatives.
• Collaborate with Programming to troubleshoot issues and support UAT and integrations.

Skills

Excel proficiency

CRM experience

Data analysis

Communication

Multitasking

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Reporting tools

Google Analytics

Job description

Retirement Income Source SFG is seeking a Marketing Systems Coordinator to maintain the Metrics360 dashboard and related CRM reports. You will collaborate with Marketing, Sales, and Programming to ensure data accuracy and reliable business information across platforms.

The ideal candidate enjoys working with systems, maintaining data integrity, and solving technical issues to support marketing and sales success. This is a full-time on-site role in Westbrook, CT.