Marketing Automation : Job Description

What is Marketing Automation?

Marketing automation refers to the use of software to automate repetitive marketing tasks. It allows businesses to streamline lead generation, sales, and customer relationship nurturing processes. In the past, businesses relied on traditional advertising methods such as press, TV, and radio, followed by manual efforts like cold calling, door-to-door visits, and sending out promotional mail to find potential customers. With marketing automation, these tasks can be automated for increased efficiency.

What is a Marketing Automation Specialist and What Do They Do?

A Marketing Automation Specialist is responsible for managing, maintaining, and improving marketing automation platform processes and procedures. They collaborate closely with the Marketing Team to develop and execute marketing campaigns. In this blog post, we will outline the primary responsibilities and the most sought-after hard and soft skills for Marketing Automation Specialists.

Position Description

The management of the marketing automation platform and using all of its features will be your primary duty as a marketing automation specialist. You will execute programmatic and operational efforts using the marketing automation platform while coordinating closely with designers, developers, and project managers.


The Marketing Automation Specialist’s duties are as follows:

Responsibilities of the Marketing Automation Specialist:

  1. Strategy:
    • Develop a vision and roadmap for each stage of the customer lifecycle.
    • Establish short and long-term strategies to achieve the vision
  2.  Stakeholder Management:
    • Collaborate with various stakeholders across the business to identify opportunities for marketing technology to reduce costs, increase sales, and improve efficiency.

3. MarTech:

    • Manage and deliver the marketing technology stack, supporting marketing and customer acquisition teams.
    • Handle day-to-day operations and troubleshooting.

4. Data:

    • Ensure the accuracy and adherence of marketing data to company privacy and data management policies.
    • Work with data teams to analyze the effectiveness of customer acquisition and retention campaigns, assessing their impact on the overall customer experience.

5. Collaboration:

    • Train and upskill the marketing team, implement governance, and utilize best practices to ensure successful delivery of email marketing campaigns.

Additional Responsibilities of the Marketing Automation Specialist:

  • Develop and execute email marketing programs, including segmentation, testing, and deployment, while continuously seeking improvements.
  • Maintain the integration of Marketing Automation with CRM systems and assist in integrating additional platforms.
  • Understand and evaluate campaign metrics, providing performance insights to the marketing team.
  • Define KPIs in collaboration with management, create reporting, and analyze campaign performance to make recommendations for continuous improvement.
  • Proactively research and implement the latest best practices, strategies, and industry standards in marketing automation efforts and processes.
  • Plan and conduct A/B testing to enhance productivity, conversion rates, program/campaign ROI, and sales growth.
  • Support essential marketing operations initiatives in Marketo and Salesforce, such as lead lifecycle management, lead scoring, lead nurturing, segmentation, and data cleansing.

Marketing Automation Specialist Requirements:

  • Experience in marketing automation or a broader digital marketing role within a high-growth B2B technology business.
  • Proficiency in setting up automated campaigns using Marketo.
  • Familiarity with implementing web tracking technologies such as Google Analytics, Mixpanel, and Snowflake.
  • Ability to translate complex data into actionable insights for stakeholders.
  • Agile mindset, capable of making quick decisions based on changing needs in a fast-paced environment.
  • Strategic thinking to drive long-term customer acquisition and retention goals beyond day-to-day operations.
  • Comfortable working under tight deadlines with strong attention to detail.
  • Excellent interpersonal, communication, and project management skills, with the ability to prioritize tasks across multiple projects.
  • Knowledge of GDPR, PECR, and other relevant privacy regulations.
  • Expertise in database management concepts and best practices.
  • Strong working knowledge of
  • Superior written and verbal communication skills.
  • Highly organized, self-motivated, and able to work with a sense of urgency.
  • Independent project management skills.
  • Critical thinking ability and exercise of independent judgment and discretion.
  • Excellent attention to detail.


  • Testing
  • Analytical thinking
  • Communication skills
  • Project management
  • Multitasking

In summary, a Marketing Automation Specialist requires both creative and analytical attributes. This role combines elements of an artist and a scientist, as represented in the Salesforce and Pardot infographic provided. The main objective of marketing automation is to deliver the right content to the right customer at the right time throughout their journey.

The Customer Journey:

When selling a $3000 consulting package, potential customers require guidance through a sales process. Marketing automation aims to:

  1. Create awareness about the product.
  2. Help customers understand the product’s benefits.
  3. Provide information to address any objections.
  4. Share reviews and testimonials from previous buyers.

Typical Responsibilities of a Marketing Automation Specialist:

  • Understanding the needs/problems that automation can solve for the business.
  • Building a marketing automation blueprint, considering previous efforts, successes, and quick wins.
  • Setting up and running the marketing automation engine.
  • Creating content to guide customers along the buyer’s journey.
  • Conducting A/B testing for optimization.
  • Reporting, analyzing results, and making improvements.
  • Repeating the process.

Key Metrics for a Marketing Automation Specialist:

  • Engagement metrics (e.g., site traffic, open and click-through rates, unsubscribes, reconversions).
  • Performance metrics (e.g., marketing qualified leads, sales qualified leads).
  • Return On Investment (ROI) metrics (e.g., customer acquisition cost, conversion rate, generated revenue, customer lifetime value).


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