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About the Role
Manage Caseware's global marketing automation solution and technology stack, ensuring smooth operation of tools and systems for the global Marketing team. Focus on maintaining database health, executing email and nurture programs, processing leads, supporting campaign setup, and contributing to reporting and KPI monitoring. Implement new tools and processes, ensure documentation and training, and monitor systems for issues. Enable modern marketing at scale by activating, integrating, and optimizing technology, workflows, and best practices.
Responsibilities
- Manage system workflows, address errors, and introduce new processes to improve operational efficiency for marketing data.
- Manage lead import processes and workflow management for efficient distribution to commercial teams.
- Create reports to measure funnel KPIs, including database growth and health, campaign KPIs, email performance, and marketing revenue targets.
- Provide campaign templates and dashboards to enable regional teams to meet reporting requirements.
- Create and manage dashboards and templates to deliver marketing performance insights to the global marketing team and external stakeholders.
- Document and develop training materials, processes, updates, and best practices to enable team adoption and maximize tool usage.
- Leverage workflows and segmentation to drive efficient, targeted, and personalized campaigns and marketing programs.
- Utilize AI and automation tools to streamline marketing operations and enhance campaign performance.
- Build and manage global email nurture programs and execute emails to support campaigns and product communications.
- Own and manage the end-to-end campaign calendar, ensuring all deliverables and milestones are clearly defined, tracked, and met.
- Drive weekly planning and execution cadence, keeping the team aligned on upcoming priorities and weekly deliverables.
- Maintain accountability across cross-functional teams to ensure deadlines, dependencies, and commitments are met.
- Proactively identify risks, bottlenecks, and schedule conflicts, and recommend adjustments to keep campaigns on track.
- Manage and optimize work tracking in Monday.com, including boards, timelines, dependencies, and status reporting.
- Provide clear visibility into campaign progress, timelines, and execution status for stakeholders.
Requirements
- Bachelor’s degree in business, marketing, or data science.
- 5+ years of experience in Marketing Operations, automation, performance reporting, or a related field.
- A strategic mindset, with the ability to scale processes, workflows, and business needs while maintaining standardization and a thoughtful, structured approach to supporting marketing.
- 5+ years of experience as a global administrator for Salesforce Marketing Cloud, managing integrations and workflows.
- Experience leading projects involving journey mapping, lead flow/scoring, and nurture programs.
- Proven experience managing integrated marketing campaign calendars, deliverables, and milestone-based execution.
- A strong analytical mindset, with the ability to integrate and analyze data across multiple sources.
- Hands-on experience with project management tools (preferably Monday.com) to manage workflows, dependencies, and reporting.
- Demonstrated ability to coordinate multiple workstreams and stakeholders in a fast-paced environment.
- Excellent organizational and communication skills, with a detail-oriented and execution-focused mindset.
- Demonstrated experience using AI and automation tools to optimize marketing operations and campaign performance.
Skills
- Marketing Automation
- Salesforce Marketing Cloud
- Journey Mapping
- Lead Flow/Scoring
- Nurture Programs
- Integrated Marketing Campaign Management
- Data Analysis
- Monday.com
- AI Tools
- Automation Tools
Location
- Toronto, ON
Work Type
- Hybrid
- Full-time
- Permanent
Experience Level
- 5+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $110,000 CAD - $125,000 CAD per year
Benefits
- Discretionary bonus
- Commission
- Health insurance
- Retirement plans
About the Company
- Caseware is one of Canada's original Fintech companies, leading the global audit and accounting software industry for over 30 years with over 500,000 users across 130 countries.
- Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments.
- With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase.
- Caseware's core value is Many Voices, One Team, and they are dedicated to building diverse, equitable, and inclusive teams.
Equal Opportunity
- We welcome and encourage candidates of all backgrounds to apply.
- Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.