Lead Generation Specialist targeting new customers in the IT Security sector for Orange Cyberdefense. Building strategic partnerships and presenting CyberSOC services at decision - maker levels.
About the role
- Lead Generation & Marketing Automation Manager driving member growth and retention through CRM management. Collaborating data-driven engagement strategies for insurance and financial services solutions.
Responsibilities
- Design and deploy automated engagement journeys in CRM: New member or new CEO onboarding sequences (welcome series, product adoption, etc.).
- Renewal campaigns with predictive churn modeling.
- Win-back campaigns for lapsed members.
- Event registration and post-event nurture flows.
- Integrate CRM with marketing stack and web (email platforms, webinar tools, social, web and web analytics).
- Define journeys and create personalized experience at each touchpoint to drive engagement and conversion.
- Execute A/B testing protocols to optimize marketing channels.
- Build attribution models to track marketing touchpoint ROI across the funnel.
- Partner with business development (Membership) team to optimize lead-to-opportunity conversion through better targeting lists, improved routing, response times, and scoring.
- Generate weekly/monthly pipeline reports showing new opportunities, stage progression, forecast accuracy, close rates, etc.
- Conduct cohort analysis to identify high-performing member segments and expansion opportunities.
- Track engagement metrics, such as content downloads, event attendance, research utilization, advocacy activities, etc.
- Calculate member acquisition cost (MAC) and return on marketing investment.
- Manage member-facing inbox on queries and identify as warm leads, providing timely, accurate, and professional responses to inquiries within one business day.
- Own CRM as the single source of truth for all member and partner data.
- Assist in assessing the best CRM tool and help support potential migration to new CRM.
- Maintain data integrity through rigorous hygiene protocols, deduplication, and validation rules.
- Design and implement custom objects, fields, and page layouts to capture engagement touchpoints.
- Build executive dashboards tracking: MQL-to-member conversion rates, engagement scores, retention rates, CLV, churn risk, and pipeline velocity.
- Create dynamic segmentation models using Account, Contact, Lead, and Opportunity data.
- Implement lead scoring models to prioritize high-value prospects.
- Perform data mining across multiple sources (eg: Salesforce, Hubspot, web analytics, event platforms, financial systems) to uncover growth opportunities.
- Deploy predictive CRM capabilities for member renewal likelihood and upsell propensity.
- Create data visualizations that translate complex metrics into executive-ready insights.
- Present quarterly business reviews with trend analysis, journey performance, and strategic recommendations.
- Benchmark engagement KPIs against industry standards and historical performance.
Requirements
- Bachelor’s degree in Marketing, Communications, Business Administration, or related field required; or equivalent combination of education and relevant work experience.
- 5+ years of experience in Marketing and CRM management, including proficiency in Salesforce and/or Hubspot and experience with marketing automation platforms.
- Salesforce Administrator certification (ADM-201), Hubspot CRM Certification, Hubspot Marketing Software Certification, and/or Salesforce Advanced Administrator certification preferred.
- Journey Optimization: Experience developing scored, targeted lists; defining audience journeys; and building effective marketing automation experiences.
- Ability to optimize each touchpoint to drive engagement and member uplift (existing audiences) or lead generation and conversion (prospects).
- Project Management: Ability to manage multiple competing priorities simultaneously while adhering to deadlines and maintaining exceptional attention to detail.
- Data Orientation: Strong analytical mindset with the ability to leverage quantitative and qualitative data to inform strategy and decision-making.
- Experience interpreting performance metrics, identifying trends and insights, and translating findings into actionable recommendations that drive measurable business outcomes.
- Communication: Exceptional verbal and written communication skills, with the ability to present ideas clearly and concisely to diverse audiences.
- Process Optimization: Ability to design and implement scalable systems supported by clear documentation and SOPs. Consistently evaluates the “how” and “why” behind processes to proactively drive efficiency, effectiveness, and continuous improvement.
- Intellectually curious about credit unions and their members.
- Enjoy working in a “think tank” environment where ideation, continually embracing change, being restless with the status quo and seeking reinvention is part of the culture.
- Credit union experience is preferred but not required.
- Financial services experience is strongly preferred.
Benefits
- Medical
- Dental
- Vision
- Employee assistance program
- Life insurance
- Disability plans
- Parental leave
- Paid time off
- 401k
- Tuition reimbursement
Job title
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