Principal
Financial services company
Lead - Marketing Operations(Power BI)
직무마케팅
경력리드급
위치Pune, India
근무오피스 출근
고용정규직
게시1주 전
- Responsibilities Associate, Marketing Operations – Data Focus Job Code FLSA Status EXEMPT Last Updated Date Job Business Unit Retirement and Income Solutions (RIS) Marketing Job Description Purpose Provide leaders and employees with information about the functions and requirements needed to perform the job. This must be read in conjunction with individual goals or competencies. This job description is used to evaluate the job and provide information for external interviews and internal postings. Job Purpose Provides a general summary of the job. Associate, Marketing Operations – Data Focus plays a critical role in powering RIS B2B demand generation, account targeting, and sales alignment. This role combines hands‑on data management, reporting, and content governance with process optimization and strong cross‑functional coordination. You’ll manage core operational workflows that ensure accurate and timely marketing data, compliant content, and activation-ready audience lists — all of which directly support our ability to engage target employers and buying‑committee members across the Large, Mid, and TRS markets. This is an ideal role for someone who loves structure, precision, marketing data, and owning repeatable processes that drive measurable business outcomes. Essential Functions Lists major actions performed in the job. Describes what occurs and the reason the action is taken. Provides impact of each action by indicating percentage of time spent performing the functions. Regular and predictable attendance is a required function of this position. Description % of Time Spent Prospect Employer Data & Engagement Tracking
- Maintain the Prospect Plan Sponsor Engagement master file (company, contact, plan, and scoring data).
- Track and log engagement from email, web, social, webinars, and third party tactics at contact and company levels.
- Apply scoring rules and monthly decay to reflect level and recency of engagement.
- Manage ongoing data hygiene including deduplication, opt-outs, bounces, and missing-field resolution.
- Partner with Marketing and Sales Ops to keep CRM audience campaigns and contact records updated.
- Prepare and refresh lists for social media campaigns 35% Alliance Firm Submissions & Seismic Content Governance
- Manage monthly collateral submission cycles for all RIS alliance firms (Ameriprise, Edward Jones, Morgan Stanley, Northwestern Mutual, HUB, Kestra, UBS, Merrill/BOA, Mass Mutual).
- Ensure all materials meet “good order” standards before submission.
- Track approvals, expirations, and required resubmissions.
- Upload/remove materials in Seismic and maintain tagging and approval-code accuracy.
- Coordinate with Content, Compliance, and Marketing partners as needed. 10% Non-Qualified Email (NQ) Delivery Reporting
- Produce post send NQ email delivery reports within 24 hours.
- Pull and analyze Marketing Cloud delivery/bounce data, format summaries, and share via Wrike with Customer Care.
- Support 150–170 reports per year, with peak demand October–December.
- 10% Audience List Work
- Intake audience list requests from segment marketers and campaign managers.
- Pull or source data (internal systems, Salesforce, data partners) and clean/format per campaign guidelines.
- Coordinate business-area review for exclusions.
- Finalize audience lists for activation and complete QA before handoff. 10% Seismic, Salesforce & Data Maintenance
- Update Seismic content repositories based on marketing changes and approval cycles.
- Support quarterly pipeline reporting: opportunity extraction, clean up, matching to engagement, and segmentation.
- Perform semiannual and annual data hygiene cycles, including MDM screening, Zoom Info enrichment, and CRM updates.
- Partner with Sales Ops and Data & Analytics to ensure account, plan, and contact data accuracy. 25% Tools, Documentation & Workflow Management
- Manage work intake and tracking through Wrike or Jira.
- Maintain documentation for recurring processes and workflows.
- Recommend opportunities to simplify, standardize, or automate tasks. 10% Qualifications Describes the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers; operate in an ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code of Ethics, employee handbook, applicable compliance and operations policies and procedures, and other policies of the company. Possess a high degree of integrity and actively cooperate and interact with all entities of the Principal Financial Group.
- Bachelor’s degree or equivalent experience.
- 2+ years in marketing operations, data operations, sales operations, or related field.
- Strong Excel skills (pivot tables, XLOOKUP, text cleanup, deduplication).
- Experience with Salesforce CRM reporting and audience/list management.
- Working knowledge of Power BI for navigation and data exports.
- Ability to learn and manage tools such as Seismic, Wrike, Zoom Info, and Marketing Cloud.
- High attention to detail; strong QA discipline.
- Excellent communication skills and ability to collaborate across a variety of business areas.
- Experience with audience management, lead scoring, or campaign/ID mapping.
- Experience with Alteryx, SAS, or other data manipulation tools.
- Familiarity with enterprise DAM systems (Seismic preferred).
- Background in financial services or B2B marketing.
- Ability to identify process gaps and propose operational improvements.
- Detail‑oriented with strong ownership of processes.
- Comfortable balancing recurring cycles with time-sensitive ad hoc requests.
- Curious, process-minded, and continuously looking for ways to improve the efficiency and accuracy of marketing operations. Reporting Relationships This job reports to: Assistant Director, Marketing Operations Direct Reports: None Disclaimer We reserve the right to change this job description any time, and this job description is not intended to detail every requirement of the job. Other job requirements may be found, for example, in an individual’s goals as determined by their leader. Qualifications Bachelor’s degree or equivalent and minimum of 43 years related work experience Strong working knowledge of direct, content, digital, and general marketing methods required Must possess demonstrated analytical skills, problem-solving and big-picture/conceptual skills Strong technical, financial services product and business processes acumen Must be able to execute effectively in a matrix environment Must have the ability to work with people at all levels and influence others without formal authority Must be able to build and maintain relationships and facilitate collaboration and communication Demonstrate the ability to embrace and understand the change process and effectively guides other through change
- Associate, Marketing Operations – Data Focus Job Code FLSA Status EXEMPT Last Updated Date Job Business Unit Retirement and Income Solutions (RIS) Marketing Job Description Purpose Provide leaders and employees with information about the functions and requirements needed to perform the job. This must be read in conjunction with individual goals or competencies. This job description is used to evaluate the job and provide information for external interviews and internal postings. Job Purpose Provides a general summary of the job. Associate, Marketing Operations – Data Focus plays a critical role in powering RIS B2B demand generation, account targeting, and sales alignment. This role combines hands‑on data management, reporting, and content governance with process optimization and strong cross‑functional coordination. You’ll manage core operational workflows that ensure accurate and timely marketing data, compliant content, and activation-ready audience lists — all of which directly support our ability to engage target employers and buying‑committee members across the Large, Mid, and TRS markets. This is an ideal role for someone who loves structure, precision, marketing data, and owning repeatable processes that drive measurable business outcomes. Essential Functions Lists major actions performed in the job. Describes what occurs and the reason the action is taken. Provides impact of each action by indicating percentage of time spent performing the functions. Regular and predictable attendance is a required function of this position. Description % of Time Spent Prospect Employer Data & Engagement Tracking
- Maintain the Prospect Plan Sponsor Engagement master file (company, contact, plan, and scoring data).
- Track and log engagement from email, web, social, webinars, and third party tactics at contact and company levels.
- Apply scoring rules and monthly decay to reflect level and recency of engagement.
- Manage ongoing data hygiene including deduplication, opt-outs, bounces, and missing-field resolution.
- Partner with Marketing and Sales Ops to keep CRM audience campaigns and contact records updated.
- Prepare and refresh lists for social media campaigns 35% Alliance Firm Submissions & Seismic Content Governance
- Manage monthly collateral submission cycles for all RIS alliance firms (Ameriprise, Edward Jones, Morgan Stanley, Northwestern Mutual, HUB, Kestra, UBS, Merrill/BOA, Mass Mutual).
- Ensure all materials meet “good order” standards before submission.
- Track approvals, expirations, and required resubmissions.
- Upload/remove materials in Seismic and maintain tagging and approval-code accuracy.
- Coordinate with Content, Compliance, and Marketing partners as needed. 10% Non-Qualified Email (NQ) Delivery Reporting
- Produce post send NQ email delivery reports within 24 hours.
- Pull and analyze Marketing Cloud delivery/bounce data, format summaries, and share via Wrike with Customer Care.
- Support 150–170 reports per year, with peak demand October–December.
- 10% Audience List Work
- Intake audience list requests from segment marketers and campaign managers.
- Pull or source data (internal systems, Salesforce, data partners) and clean/format per campaign guidelines.
- Coordinate business-area review for exclusions.
- Finalize audience lists for activation and complete QA before handoff. 10% Seismic, Salesforce & Data Maintenance
- Update Seismic content repositories based on marketing changes and approval cycles.
- Support quarterly pipeline reporting: opportunity extraction, clean up, matching to engagement, and segmentation.
- Perform semiannual and annual data hygiene cycles, including MDM screening, Zoom Info enrichment, and CRM updates.
- Partner with Sales Ops and Data & Analytics to ensure account, plan, and contact data accuracy. 25% Tools, Documentation & Workflow Management
- Manage work intake and tracking through Wrike or Jira.
- Maintain documentation for recurring processes and workflows.
- Recommend opportunities to simplify, standardize, or automate tasks. 10% Qualifications Describes the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers; operate in an ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code of Ethics, employee handbook, applicable compliance and operations policies and procedures, and other policies of the company. Possess a high degree of integrity and actively cooperate and interact with all entities of the Principal Financial Group.
- Bachelor’s degree or equivalent experience.
- 2+ years in marketing operations, data operations, sales operations, or related field.
- Strong Excel skills (pivot tables, XLOOKUP, text cleanup, deduplication).
- Experience with Salesforce CRM reporting and audience/list management.
- Working knowledge of Power BI for navigation and data exports.
- Ability to learn and manage tools such as Seismic, Wrike, Zoom Info, and Marketing Cloud.
- High attention to detail; strong QA discipline.
- Excellent communication skills and ability to collaborate across a variety of business areas.
- Experience with audience management, lead scoring, or campaign/ID mapping.
- Experience with Alteryx, SAS, or other data manipulation tools.
- Familiarity with enterprise DAM systems (Seismic preferred).
- Background in financial services or B2B marketing.
- Ability to identify process gaps and propose operational improvements.
- Detail‑oriented with strong ownership of processes.
- Comfortable balancing recurring cycles with time-sensitive ad hoc requests.
- Curious, process-minded, and continuously looking for ways to improve the efficiency and accuracy of marketing operations. Reporting Relationships This job reports to: Assistant Director, Marketing Operations Direct Reports: None Disclaimer We reserve the right to change this job description any time, and this job description is not intended to detail every requirement of the job. Other job requirements may be found, for example, in an individual’s goals as determined by their leader.
Bachelor’s degree or equivalent and minimum of 43 years related work experience Strong working knowledge of direct, content, digital, and general marketing methods required Must possess demonstrated analytical skills, problem-solving and big-picture/conceptual skills Strong technical, financial services product and business processes acumen Must be able to execute effectively in a matrix environment Must have the ability to work with people at all levels and influence others without formal authority Must be able to build and maintain relationships and facilitate collaboration and communication Demonstrate the ability to embrace and understand the change process and effectively guides other through change
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1
전체 지원 클릭
0
전체 Mock Apply
0
전체 스크랩
0
비슷한 채용공고
Principal 소개
Principal
PublicVicki Ree Principal, later known as Victoria Principal, is an American actress, producer, entrepreneur, and author, best known for her role as Pamela Barnes Ewing on the American primetime television soap opera Dallas. She spent nine years on the long-running series, leaving in 1987.
10,001+
직원 수
Harrogate
본사 위치
리뷰
10개 리뷰
3.8
10개 리뷰
워라밸
2.8
보상
3.5
문화
4.2
커리어
2.9
경영진
4.0
72%
지인 추천률
장점
Supportive management and leadership
Great team culture and collaborative coworkers
Excellent health benefits and vacation policy
단점
Heavy workload and frequent overtime
High pressure and stress leading to burnout
Limited growth opportunities
연봉 정보
5개 데이터
Principal/L7
Senior/L5
Principal/L7 · DATA SCIENTIST II
1개 리포트
$137,650
총 연봉
기본급
$105,885
주식
-
보너스
-
$137,650
$137,650
면접 후기
후기 6개
난이도
3.2
/ 5
소요 기간
14-28주
경험
긍정 0%
보통 50%
부정 50%
면접 과정
1
Application Review
2
Recruiter Screen
3
Technical Phone Screen
4
System Design Interview
5
Behavioral Interview
6
Onsite/Virtual Interviews
7
Offer
자주 나오는 질문
System Design
Coding/Algorithm
Technical Leadership
Behavioral/STAR
Past Experience
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