Citadel Insurance
Position Summary:
The Marketing Automation & CRM Manager is responsible for owning the systems, campaigns, and analytics that turn demand into revenue. This role manages the sales pipeline end-to-end, runs multi‑channel advertising and lead‑generation programs, and orchestrates integrated lifecycle campaigns aligned to product and sales cycles. The Automation Engineer will partner closely with Sales, Marketing, Product, BI, and Partnerships to drive lead conversion, revenue generation, and policy renewals aligned with company projections. A core focus of this role is leveraging AI‑driven strategy and automation to maximize operational efficiency—advancing the company’s commitment to innovation, precision, and best‑in‑class service within the insurance industry.
Responsibilities
Administer and optimize CRM platforms (Salesforce, Zoho, with IMS/Vertafore integrations).
Own pipeline instrumentation including MQL/SQL definitions, routing, SLAs, and lead scoring.
Plan and execute integrated multi‑channel campaigns (outbound + inbound) aligned to product lifecycles and sales cycles.
Design and run lead capture and nurturing programs across digital, paid, referral, and partner channels.
Build and manage retention and renewal strategies including reminders, cross‑sell/upsell triggers, and proactive outreach.
Coordinate with affiliates and partners for co‑marketing, lead exchanges, and revenue tracking.
Deliver trustworthy dashboards for channel ROI, pipeline velocity, CAC/LTV, and renewal health.
Leverage web and automation analytics tools for campaign optimization and attribution accuracy.
Collaborate on business cases and assist in new program rollouts with measurable campaign impact.
Collaborate with SDRs, BDRs, and executive teams to support sales initiatives through the development of automated sequences, engagement cadences, sales collateral, and performance‑tracking dashboards.
Core Competencies
Sales Pipeline and Lifecycle Management: Understanding of how to manage leads, prospects, and customers through defined sales and marketing stages
Campaign Planning and Execution: Ability to design, coordinate, and launch multi‑channel marketing campaigns that align with business goals
Data Analysis and Attribution Modeling: Proficient in interpreting campaign performance data to optimize spending and channel effectiveness
Collaboration Across Revenue Teams: Skilled in working cross‑functionally with marketing, sales, partnerships, and product to achieve shared targets
AI‑Driven Marketing Optimization: Openness to and proficiency with leveraging AI tools and data models to enhance marketing efficiency and personalization
Experience and Education
5–8+ years in CRM, marketing automation, or growth/revenue operations with demonstrable sales pipeline ownership.
Proven success running integrated, multi‑channel lead‑generation campaigns (outbound and inbound).
Track record of driving measurable sales growth and improving lead conversion rates.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Industry:
Insurance
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
Disability insurance
Student loan assistance
Location:
Salt Lake City, UT
Base pay range:
$75,000.00/yr - $105,000.00/yr
#J-18808-Ljbffr
The Marketing Automation & CRM Manager is responsible for owning the systems, campaigns, and analytics that turn demand into revenue. This role manages the sales pipeline end-to-end, runs multi‑channel advertising and lead‑generation programs, and orchestrates integrated lifecycle campaigns aligned to product and sales cycles. The Automation Engineer will partner closely with Sales, Marketing, Product, BI, and Partnerships to drive lead conversion, revenue generation, and policy renewals aligned with company projections. A core focus of this role is leveraging AI‑driven strategy and automation to maximize operational efficiency—advancing the company’s commitment to innovation, precision, and best‑in‑class service within the insurance industry.
Responsibilities
Administer and optimize CRM platforms (Salesforce, Zoho, with IMS/Vertafore integrations).
Own pipeline instrumentation including MQL/SQL definitions, routing, SLAs, and lead scoring.
Plan and execute integrated multi‑channel campaigns (outbound + inbound) aligned to product lifecycles and sales cycles.
Design and run lead capture and nurturing programs across digital, paid, referral, and partner channels.
Build and manage retention and renewal strategies including reminders, cross‑sell/upsell triggers, and proactive outreach.
Coordinate with affiliates and partners for co‑marketing, lead exchanges, and revenue tracking.
Deliver trustworthy dashboards for channel ROI, pipeline velocity, CAC/LTV, and renewal health.
Leverage web and automation analytics tools for campaign optimization and attribution accuracy.
Collaborate on business cases and assist in new program rollouts with measurable campaign impact.
Collaborate with SDRs, BDRs, and executive teams to support sales initiatives through the development of automated sequences, engagement cadences, sales collateral, and performance‑tracking dashboards.
Core Competencies
Sales Pipeline and Lifecycle Management: Understanding of how to manage leads, prospects, and customers through defined sales and marketing stages
Campaign Planning and Execution: Ability to design, coordinate, and launch multi‑channel marketing campaigns that align with business goals
Data Analysis and Attribution Modeling: Proficient in interpreting campaign performance data to optimize spending and channel effectiveness
Collaboration Across Revenue Teams: Skilled in working cross‑functionally with marketing, sales, partnerships, and product to achieve shared targets
AI‑Driven Marketing Optimization: Openness to and proficiency with leveraging AI tools and data models to enhance marketing efficiency and personalization
Experience and Education
5–8+ years in CRM, marketing automation, or growth/revenue operations with demonstrable sales pipeline ownership.
Proven success running integrated, multi‑channel lead‑generation campaigns (outbound and inbound).
Track record of driving measurable sales growth and improving lead conversion rates.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Industry:
Insurance
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Tuition assistance
Disability insurance
Student loan assistance
Location:
Salt Lake City, UT
Base pay range:
$75,000.00/yr - $105,000.00/yr
#J-18808-Ljbffr