Marketo Subject Matter Expert * Provide statistical reports to Director, Admin. on sales team ... Diplomacy and professionalism in dealing with associates, broker/dealers and financial ...
Marketo Subject Matter Expert * Provide statistical reports to Director, Admin. on sales team ... Diplomacy and professionalism in dealing with associates, broker/dealers and financial ...
Familiarity with marketing automation and CRM platforms (e.g., Marketo, HubSpot, Salesforce). * Curiosity around competitive research and analysis within a SaaS or financial technology environment.
Familiarity with marketing automation and CRM platforms (e.g., Marketo, HubSpot, Salesforce). * Curiosity around competitive research and analysis within a SaaS or financial technology environment.
Familiarity with marketing automation and CRM platforms (e.g., Marketo, HubSpot, Salesforce). * Curiosity around competitive research and analysis within a SaaS or financial technology environment.
Familiarity with marketing automation and CRM platforms (e.g., Marketo, HubSpot, Salesforce). * Curiosity around competitive research and analysis within a SaaS or financial technology environment.
Working knowledge of marketing, sales enablement, and analytics platforms, such as Marketo, Seismic, Power BI, Google Analytics, GlobalMeet, or Microsoft Dynamics CRM. * Strong communication ...
Working knowledge of marketing, sales enablement, and analytics platforms, such as Marketo, Seismic, Power BI, Google Analytics, GlobalMeet, or Microsoft Dynamics CRM. * Strong communication ...
Working knowledge of marketing, sales enablement, and analytics platforms, such as Marketo, Seismic, Power BI, Google Analytics, GlobalMeet, or Microsoft Dynamics CRM. * Strong communication, project ...
Working knowledge of marketing, sales enablement, and analytics platforms, such as Marketo, Seismic, Power BI, Google Analytics, GlobalMeet, or Microsoft Dynamics CRM. * Strong communication, project ...
Experience with Salesforce as well as other GTM tools like Marketo, Eloqua,or similar platforms ... Associate:$129,600 -$144,000USD Senior: $171,000 USD At BCG, we are committed to offering a ...
Experience with Salesforce as well as other GTM tools like Marketo, Eloqua,or similar platforms ... Associate:$129,600 -$144,000USD Senior: $171,000 USD At BCG, we are committed to offering a ...
... all associates can add value and feel valued. Find your value as our.... Digital Marketing ... Hands-on experience with email platforms (e.g., Marketo), including campaign builds, segmentation ...
... all associates can add value and feel valued. Find your value as our.... Digital Marketing ... Hands-on experience with email platforms (e.g., Marketo), including campaign builds, segmentation ...
Senior Marketing Operations Specialist, NA
Fort Lauderdale, FL · On-site
$74K - $92K/yr
Associates Degree in business, marketing, etc. * Proficiency in Excel, PowerPoint, and other ... Hands-on experience with marketing automation and CRM platforms (e.g., Marketo, Salesforce)
Senior Marketing Operations Specialist, NA
Fort Lauderdale, FL · On-site
$74K - $92K/yr
Associates Degree in business, marketing, etc. * Proficiency in Excel, PowerPoint, and other ... Hands-on experience with marketing automation and CRM platforms (e.g., Marketo, Salesforce)
... all associates can add value and feel valued. Find your value as our.... Digital Marketing ... Hands-on experience with email platforms (e.g., Marketo), including campaign builds, segmentation ...
... all associates can add value and feel valued. Find your value as our.... Digital Marketing ... Hands-on experience with email platforms (e.g., Marketo), including campaign builds, segmentation ...
Marketo Associate information
What is the difference between Marketo Associate vs Marketing Coordinator?
| Aspect | Marketo Associate | Marketing Coordinator |
|---|---|---|
| Required Credentials | Marketing certifications, familiarity with marketing automation tools like Marketo | Marketing or related degree, basic marketing knowledge |
| Work Environment | Marketing teams, digital marketing departments | Marketing departments, event planning, content creation |
| Employer & Industry Usage | Tech, B2B, digital marketing firms | Various industries including retail, healthcare, and education |
| Common Search & Comparison | Yes | Yes |
The main difference is that a Marketo Associate specializes in marketing automation platforms like Marketo, focusing on campaign setup and data management. A Marketing Coordinator has a broader role in supporting marketing activities, including content, events, and general campaign coordination. Both roles often work together but differ in technical focus and scope.

Full-time
Posted yesterday
Job description
Provide administrative support to the Director of Administration and sales teams to maximize efficiency, ensure successful day-to-day operations and ensure excellent customer service. Project coordination/management of sales admin. and sales team activities. This includes processing campaigns, tracking sales, expenses, research reps and leads, etc. Excellent communication abilities are essential. Be proactive, prompt with responses and adaptable.
- SalesForce Subject Matter Expert
- Marketo Subject Matter Expert
- Provide statistical reports to Director, Admin. on sales team activities and literature fulfillment/usage
Essential Job Functions:
- Process, document, and track expenses/invoices/check requests in timely manner; keeping compliance requirements in mind
- Process and track Campaigns, Mailings, Mass Emails, etc.
- Manage and coordinate all logistics of Group Meeting Events for VP/IW; set-up, create invite/sends, material, follow-up, tracking
- Create, develop, and analyze Sales and Activity Reports for sales teams
- Heavy Data Integrity including research, rep lists, campaigns, leads
- Manage the CSC InBox/emails and website requests
- Process and track literature requests coming in from financial professionals or sales team.
- Assist in managing VP calendar, setting up meetings, conference and zoom calls
- Send thank you notes, emails and quarterly promotional items to financial professionals on behalf of the sales team and track in SalesForce.com
- Coordinate and assist financial professionals when they are planning events with VP
- Proficient in SalesForce & Marketo
- Assist in tracking of Compliance requirements
- Manage AI Insight notifications and updates
- Complete miscellaneous tasks including copying, ordering supplies, answering and screening calls
- Assist in creating training guides and procedures
- Be an active participant in solving problems that come up in the department. Analyze situations and offer possible solutions
- Ability to anticipate the sales team needs and proactively bring together appropriate people and resources
- Other duties as assigned
Required Competencies:
- Strong decision making and problem-solving ability
- Maintain extreme confidentiality
- Knowledge and enforcement of and conformation to regulations set forth by FINRA/SEC
- Meet strict deadlines
- Extreme detail and accuracy oriented
- Ability to work in a fast-paced environment
- Excellent verbal and written communication skills
- Diplomacy and professionalism in dealing with associates, broker/dealers and financial professionals
- Can take instruction or constructive criticism easily
- Team oriented
- Proactive, cause and effect thinker
- Ability to prioritize
- Ability to learn quickly and self-train
- Strong organizational skills; multi-task oriented
- Deadline oriented
- Business math skills
- 5 years business experience required and/or four-year college degree required
- 3 - 5 years Sales Assistant experience required
- Minimum 1-year experience working with FINRA broker/dealer firms
- Excellent computer skills: Microsoft Products (Word, Excel, Outlook), internet, various websites, CRM system
- SalesForce..om experience, and/or Marketo experience a plus
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About CNL Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Orlando, FL, US
Year founded
1973