Campaign Specialist

JOB TITLE:

Marketing Campaign/CRM Specialist

DIVISION:

GCoEBusiness Enablement

LOCATION:

Bangalore or Pune

JOB FUNCTION:

Campaign Management

JOB FAMILY:

Marketing

REPORTS TO

(Title of Immediate Supervisor:

Soundarya Venkatesh

DATE WRITTEN:

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REVISION DATE:

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ATTACH A CURRENT AND PROPOSED ORGANIZATIONAL CHART TO THIS JOB DESCRIPTION

About Gallagher:

As a global insurance brokerage Gallagher seeks to provide the best service to its customers.

The Gallagher Center of Excellence is a crucial component of our ability to provide industryleading quality and customer service helping our global teams serve our end customers better meet regulatory requirements and improve speed to market. The Gallagher Center of Excellence (GCoE supports various divisions of Gallagher providing premier service to our customers around the globe. The GCOE has grown into a team of approximately 12000 employees across seven locations Kolhapur Mumbai Cochin Chandigarh Shimoga Bengaluru and Pune providing reliable fast and highquality support to field staff.

Working at GCoE gives you the opportunity to join a growing global organization. We offer our employees an unmatched professional environment to use their skills improve their knowledge and deliver tangible results.

At Gallagher we want to empower you to make a difference take control and make an impact.

Gallagher believes that all persons are entitled to equality in our employment opportunities.

Position Summary:

Gallagher's Center of Excellence is looking for a dynamic and experienced Marketing Campaign/CRM Specialist to join the GCOE Business Enablement team. In this key position you will be responsible for leading the planning and analysis of comprehensive marketing campaigns ensuring they align with business goals and stakeholder requirements. You will oversee projects from inception to completion offering strategic guidance and mentorship to junior campaign specialists. Your leadership will be essential in directing a team to ensure the smooth transition and delivery of various marketing functions to internal stakeholders.

As a Marketing Campaign/CRM Specialist we are seeking someone to manage execute and maintain the data used in our CRMbased marketing campaigns Salesforce/Salesforce Marketing Automation Cloud and perform data analysis for our marketing campaign effectiveness reports. This role will oversee all Salesforce marketing data ensure accurate campaign setup maintain data integrity and generate effectiveness reports from various marketing platforms. Attention to detail is crucial.

You will utilize advanced digital marketing tools including GWIN/Salesforce ZoomInfo Brite Verify and Demand Tools to optimize campaign performance and data management.

Success in this role will be measured by:

The ability to develop marketing campaign target audience lists from a variety of proprietary and thirdparty resources

Manage and maintain the integrity of these lists within our CRM

Continuously identify process enhancements that improve our data accuracy and integrity

Generate marketing effectiveness reports promptly for the broader marketing team

Provide analysis and insights on campaign effectiveness

Identify potential problems and challenges related to marketing data and campaign processes

ESSENTIAL RESPONSIBILITIES:

Describe the essential responsibilities in order of importance: Begin each responsibility with an action verb.

Importance

Major Action and Support Actions

1.

Lead Campaign Planning: Take briefs and direction from Marketing Managers to execute marketing campaigns for diverse projects ensuring strategic alignment and effectiveness.

2.

Source build populate and manage campaign lists from a variety of internal resources and thirdparty services ensuring data accuracy in Salesforce while overseeing quality assurance and validation for Salesforce marketing data.

3.

Create and manage campaign reports for marketing and sales stakeholders.

Identify key findings and talking points for stakeholders.

4.

Provide adhoc Salesforce support and status updates.

Support marketing attribution models to track ROI.

5.

Maintain project quality and timeliness coordinating with marketing stakeholders to understand reporting requirements.

6.

Extract and manipulate data for reports using tools like Google Analytics Power BI and Excel with an emphasis on vlookup and xlookup formulas.

7.

Execute Campaigns: Lead the phase of campaigns contributing innovative ideas to enhance campaign impact and reach.

8.

Drive Project Management: Oversee projects from start to finish ensuring timely delivery and maintaining highquality output throughout the process.

9.

Create Campaign Assets: Develop content graphics and other assets necessary for successful campaign ensuring alignment with brand guidelines.

10.

Collaborate with Team: Work collaboratively as part of a larger team on marketingfocused areas of projects fostering a cooperative and productive work environment.

11.

Ensure Timely Completion: Meet deadlines by ensuring projects are completed on time and adhere to established schedules.

12.

Maintain Communication: Keep ongoing communication with production teams and leads regarding schedules and deadlines to ensure transparency and alignment.

13.

Manage Workload: Take responsibility for your own workload effectively managing time and implementing feedback actions required by supervisors.

14.

Stay Informed: Keep updated with industry trends and work diligently to adhere to client brand guidelines ensuring relevance and compliance.

15.

Mentorship: Mentor junior campaign specialists and provide guidance to improve their skills.

16.

Enhance and Manage Data: Oversee requests for enhancing and enriching data to improve the quality and accuracy of marketing databases. This includes handling lead and contact uploads ensuring data integrity proper categorization and maintaining uptodate records.

17.

Optimize Database Management: Execute processes to remove duplicate entries and manage unsubscribe requests ensuring clean and compliant databases. Update owner details and engagement or enrichment category details as required supporting accurate assignment targeted marketing efforts and effective lead management.

All other duties as assigned.

Job Scope (Check One):

Country Multiple Countries Region Americas LATAM UK/EMEA APAC) Global

COMPETENCIES (OPTIONAL)

Competency

Description

Analytical Thinking

Ability to analyze data and campaign performance metrics to make informed decisions and optimize marketing strategies.

Project Management

Strong organizational skills to manage multiple projects simultaneously ensuring timely delivery and adherence to quality standards.

Creativity

Innovative thinking to develop unique and effective marketing solutions that capture audience attention and drive engagement.

Communication

Excellent verbal and written communication skills to effectively convey ideas and collaborate with team members and stakeholders.

Leadership

Proven ability to lead and mentor junior team members fostering a supportive and growthoriented environment.

Collaboration

Ability to work effectively within a team building strong relationships and contributing to a positive team dynamic.

Attention to Detail

Keen eye for detail to ensure accuracy and consistency in campaign and data management.

Adaptability

Flexibility to adapt to changing priorities and business needs maintaining effectiveness in a dynamic environment.

Technical Proficiency

Familiarity with digital marketing tools and platforms such as GWIN/Salesforce ZoomInfo Brite Verify and Demand Tools to enhance campaign and data management.

Customer Focus

Commitment to understanding and meeting the needs of internal and external customers ensuring a high level of satisfaction and engagement.

EDUCATION AND EXPERIENCE Compensation will fill in with the appropriate degree/education from career level guides. Please list any preferred information:

Minimum Required Degree BA/BS in marketing operations IT or relevant business experience.

o Preferred Degree: Master’s degree in Marketing Business Administration or a related field.

Certificate(s)/Special Training:

Salesforce Marketing Cloud Email Specialist: Validates expertise in email marketing best practices within Marketing Cloud.

Salesforce Marketing Cloud Consultant: Demonstrates ability to implement and optimize Marketing Cloud email applications.

Salesforce Marketing Cloud Administrator: Confirms skills in configuring and managing Marketing Cloud environments.

Salesforce Marketing Cloud Developer: Focuses on developing solutions using Marketing Cloud's scripting languages and APIs.

Microsoft Power BI Certification: Validates skills in data visualization and business intelligence enhancing the ability to analyze and present marketing data effectively.

Experience (Career Level Guide)

3 years in marketing or related field focused on data/analytics.

Proficient in CRM (Salesforce) web analytics Power BI Microsoft Office Smartsheet with strong Excel skills.

Excellent communication and presentation abilities.

Extreme attention to detail and accuracy.

Comfortable with tight deadlines and multitasking.

Experienced in Advanced Excel and proficient in Word PowerPoint.

Extensive experience with analytics platforms and data extraction.

Advanced proficiency in marketing technologies data analysis and CRM systems.

Experience in developing and optimizing complex marketing strategies to achieve business objectives.

KNOWLEDGE SKILLS AND ABILITY:

(List the MINIMUM knowledge skills and ability required to perform the essential functions of the position):

Marketing Principles: Basic understanding of marketing strategies and best practices.

Data Analysis: Familiarity with data analysis techniques and tools.

CRM Systems: Experience with Salesforce Marketing Cloud or similar platforms.

Digital Tools: Proficiency in digital marketing and analytics tools including ZoomInfo Brite Verify and Demand Tools.

Analytical Skills: Ability to interpret data and optimize campaigns.

Technical Proficiency: Skilled in marketing automation Microsoft Excel and tools like Salesforce ZoomInfo Brite Verify and Demand Tools.

Project Management: Strong organizational skills for managing multiple projects.

Communication: Effective verbal and written communication abilities.

Attention to Detail: Ensures accuracy in campaign .

Adaptability: Flexible in a dynamic environment.

Collaboration: Works well within a team.

Customer Focus: Prioritizes customer satisfaction and engagement.

Remarks

This This position is in a temperaturecontrolled office environment. The noise level in the work environment is usually light to moderate.

This position is to work in a Hybrid model and depending on the need must be flexible to work from office/home as required to accomplish their role.

This job description is not intended to be an exhaustive list of the duties and responsibilities of this position.

Additional duties not included in this job description may be assigned by management at any time based on the business needs of the Company. Employees must perform all such duties assigned to them as a condition of employment. Likewise this job description does not alter the atwill nature of employment at the Company.

The Company may review and update this job description from time to time as deemed necessary or appropriate in its sole discretion.

LEADERSHIP/SUPERVISORY (Career Band):

Individual Contributor Support Individual Contributor Professional Technician

Manager (Project/Program) Manager (of People) Executive

Revenue Producing Professional Revenue Producing Manager (of People)

CAREER LEVEL: (Compensation)

MidLevel

TRAVEL REQUIREMENTS:

Not Applicable or:

JD Reviewed by:

JD Approved by: