Marketing Automation Specialist

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Posted Thursday, October 9, 2025 at 6:00 AM

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting‑edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.

Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.

Title:

Marketing Automation Specialist

Reports to:

Head of Lead Generation

Location:

A t Holding Company HQ is Austin, TX

We are seeking a highly skilled Marketing Automation Specialist to join the dynamic marketing team at Kestra Holdings. In this role, you will be responsible for strategizing, developing, implementing, and optimizing marketing automation programs that drive customer engagement, lead generation, and overall marketing efficiency across multiple business units.

The ideal candidate is an experienced marketing operations professional with deep expertise in Salesforce Marketing Cloud and Gong Engage, a strong understanding of journey design and automation workflows, and a proven track record of executing successful multi‑channel campaigns. You will collaborate cross‑functionally with marketing, sales, and operations teams to continuously improve performance, enhance data utilization, and drive innovation within Kestra’s marketing technology ecosystem.

• Develop and execute multi‑channel marketing automation strategies across email and digital channels to support lead generation, nurture, and client retention.
• Design, build, and optimize customer journeys, campaigns, and automation workflows within Salesforce Marketing Cloud and Gong Engage.
• Segment audiences and leverage behavioral, demographic, and firmographic data to deliver personalized and scalable communication.
• Collaborate cross‑functionally with Marketing, Sales, Rev Ops, and Data teams to align automation strategies with revenue goals and advisor engagement objectives.
• Implement lead scoring and routing models to ensure qualified leads are efficiently passed to business development teams.
• Maintain data integrity by managing syncing processes between Salesforce CRM, Marketing Cloud, and other martech systems.
• Monitor, analyze, and report on campaign performance metrics, providing actionable insights to improve conversion rates and ROI.
• Continuously test and iterate on email templates, messaging, send times, and workflows to enhance engagement and performance.
• Oversee email communication compliance and internal data privacy policies in all outbound communications.
• Identify and implement new automation tools, integrations, and best practices to advance Kestra’s marketing technology stack.

• 3 + years of experience in marketing automation, lifecycle marketing, or demand generation within a B2B or financial services environment.
• Advanced proficiency in Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, Audience Builder) and familiarity with Gong Engage or similar engagement platforms.
• Strong understanding of CRM systems, preferably Salesforce, including data segmentation, field mapping, and campaign integration.
• Proven track record of developing and optimizing automated campaigns that drive measurable revenue impact.
• Analytical mindset with experience in performance tracking, A/B testing, and data‑driven decision‑making.
• Familiarity with lead scoring models, campaign attribution, and reporting through dashboards or BI tools.
• Knowledge of email compliance standards and best practices in email deliverability.
• Excellent…