Cambridge Investment Research, Inc. · 22 hours ago
Marketing Automation Liaison
Cambridge Investment Research, Inc. is dedicated to supporting independent financial professionals by providing innovative solutions and a collaborative culture. The Marketing Automation Liaison will focus on planning, executing, and analyzing marketing campaigns, particularly in email marketing and lead nurturing, while working cross-functionally with various teams to optimize campaign performance.
BankingFinanceFinancial Services
Responsibilities
Build, test, deploy, and measure the success of marketing campaigns in Salesforce Marketing Cloud using Email Studio, Automation Studio, Journey Builder, and Analytics Builder
Manage subscriber lists, audience segmentation, and dynamic content using AMPscript, filters, and SQL queries
Partner with the analytics team to track campaign performance in Adobe Analytics, Google Analytics, and Salesforce Marketing Cloud reporting tools
Ensure UTM parameters and tracking codes are consistently applied to measure campaign effectiveness across platforms
Collaborate with Salesforce CRM users to align contact records, campaign data, and lead flow processes
Coordinate with Marketing & Communications and IT teams to support tagging, personalization, and form integrations
Document campaign requirements, QA processes, and best practices to support team-wide scalability
Support A/B testing, campaign optimization, and performance reporting across email and paid digital channels
Assist with marketing calendar management and campaign scheduling across departments
Qualification
Required
Working knowledge of Salesforce Marketing Cloud (or similar tool) and Salesforce CRM
Familiarity with AMPscript, SQL, or other scripting/query languages
Understanding of digital campaign tracking and performance metrics (e.g., open rate, CTR, conversion rate)
Comfortable navigating Adobe Analytics, Google Analytics, or similar tools for campaign analysis
Ability to translate business goals into campaign logic, segments, and data flows
Excellent communication and project coordination skills
Strong attention to detail and ability to manage multiple projects simultaneously
Comfortable working across departments and with both technical and non-technical stakeholders
Bachelor's degree in Marketing, Communications, Business, or related field
3+ years of experience in digital marketing or marketing operations
Preferred
At least 1 year of hands-on experience with Salesforce Marketing Cloud
Experience in a B2B or highly regulated industry (e.g., financial services) is a plus
Experience with LinkedIn Ads, Google Ads, or programmatic platforms is a bonus
Benefits
Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays
Company
Cambridge Investment Research, Inc.
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Recent News
2026-01-06
2025-12-03
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