Marketing Automation Specialist Job at Magellan Financial & Insurance Services,
Magellan Financial & Insurance Services, Inc., Phoenix, AZ, US
Revolutionize Digital Marketing for Financial Advisors. Build High-Converting Funnels. Drive Growth.
Magellan Financial is seeking a Marketing Automation Specialist (Sales Funnel Designer) to join Magellan Creative , our full-service marketing and ad agency dedicated to supporting independent financial advisory firms nationwide.
This role is perfect for a technical marketer with expertise in designing and optimizing digital sales funnels using Ortto (or similar platforms) . You will be responsible for building, managing, and optimizing high-performing funnels that drive lead generation, nurture prospects, and increase client engagement for our financial advisory partners.
Key Responsibilities:
Digital Funnel Design & Optimization:
- Design, build, and optimize high-converting sales funnels using Ortto and other automation tools.
- Develop multi-step workflows including lead capture pages, email sequences, SMS follow-ups, and retargeting campaigns .
- Implement A/B testing strategies to improve conversion rates at each funnel stage.
- Monitor key performance indicators (KPIs) such as open rates, click-through rates, and conversion rates to drive continuous improvements.
Lead Generation & CRM Integration:
- Collaborate with advisors and marketing teams to create lead generation funnels that attract high-value prospects .
- Ensure seamless CRM integration and data flow between Ortto, HubSpot, Salesforce, and other systems.
- Segment audiences and personalize messaging based on user behavior, engagement, and sales triggers.
Marketing Automation & Campaign Execution:
- Manage and optimize email marketing, SMS, and chatbot sequences to boost engagement.
- Automate client onboarding and retention workflows to streamline the advisor-client journey.
- Work with content and design teams to create high-impact landing pages, ads, and nurture sequences .
- Implement behavior-based automations to trigger personalized outreach based on user activity.
Performance Tracking & Reporting:
- Track and analyze funnel performance, engagement metrics, and revenue impact .
- Generate weekly and monthly reports outlining funnel effectiveness and areas for improvement.
- Identify trends, recommend optimizations , and implement data-driven improvements to maximize ROI.
Qualifications & Experience:
Required:
- Experience designing and managing digital funnels using Ortto .
- 3+ years of experience in marketing automation, lead generation, or sales funnel design.
- Expertise in email automation, CRM integrations, and lead scoring strategies .
- Strong understanding of conversion rate optimization (CRO), A/B testing, and behavioral targeting .
- Proficiency in Ortto, HubSpot, ActiveCampaign, Keap, or ClickFunnels .
- Experience in workflow automation, trigger-based sequences, and customer segmentation .
- Ability to analyze user behavior, interpret data, and optimize marketing funnels .
- Strong collaboration skills, working across marketing, sales, and technology teams .
Preferred:
- Familiarity with financial services, fintech, or professional services marketing .
- Experience with Google Analytics, Facebook Ads, and paid media platforms .
- Knowledge of HTML, CSS, and JavaScript for landing page customization is a plus.
- Understanding of compliance and data privacy best practices in financial marketing .
Benefits & Compensation:
Full Benefits Package:
- Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off and Holidays
- Professional Development Opportunities
- Access to Industry-Leading Tools
- Collaborative, High-Growth Marketing Team
About Magellan Creative:
Magellan Creative is the in-house full-service marketing and ad agency within Magellan Financial , specializing in custom branding, digital marketing, and lead generation for independent financial advisors nationwide.
We provide:
World-class digital marketing support for financial advisors
High-converting automated sales funnels to drive lead generation
Cutting-edge marketing automation strategies and CRM integrations
This is an exciting opportunity to join a fast-growing team , work on impactful projects , and help shape the digital sales funnel strategy for leading financial advisors across the country.
Join Magellan Creative and make an impact. Apply today!