• Lead Management & Distribution • Own end-to-end lead routing using LeanData and Pardot, ensuring leads reach active sales reps instantly • Design and maintain lead scoring models that prioritise high-intent prospects • Troubleshoot and resolve routing issues, preventing leads from falling through the cracks • Build automated assignment rules that adapt to territory changes and rep availability • Marketing Automation & Integration • Manage and optimise Pardot campaigns, automation rules, and engagement programs • Configure and maintain Chili Piper for intelligent meeting scheduling and routing • Build and maintain Zapier integrations connecting our MarTech ecosystem • Ensure seamless data flow between Pardot, Salesforce, and third-party tools • Salesforce & CRM Operations • Partner with Sales Operations to maintain clean, accurate lead and contact data • Create and maintain reports and dashboards that track lead flow and conversion • Support campaign attribution and ROI tracking across marketing channels • Implement data hygiene processes to maintain database health

• Responsible for building programs and managing the systems required to generate inbound lead traffic. • Utilize Marketo to its fullest potential and know SFDC integration. • Manage expectations from multiple groups and collaborate on best practices. • Review program requirements and identify areas of optimization. • Provide data-driven solutions and recommendations in support of business needs and goals. • Maintain good data health and quality, and monitor key performance metrics. • Assess ad hoc analytic project requests and determine the best approach to support.

• Configurar e manter fluxos de e-mail marketing e jornadas automatizadas no Salesforce Marketing Cloud • Criar e gerenciar automações, triggers e regras de entrada/saída de campanhas e jornadas • Realizar setups e parametrizações de CRM, garantindo aderência às regras de negócio • Estruturar e manter integrações entre Salesforce, Marketing Cloud e HubSpot (ex: formulários, APIs, ferramentas de mídia, data sources) • Atuar na criação e manutenção de modelos de dados, segmentações e públicos • Apoiar a definição e implementação de regras de negócio para marketing, vendas e pós-venda • Garantir a qualidade, consistência e governança dos dados no CRM • Colaborar com times de marketing, vendas e operações para traduzir demandas estratégicas em soluções técnicas • Apoiar análises de performance de campanhas e automações, sugerindo melhorias contínuas

• Serve as the final quality gatekeeper for all marketing campaigns, ensuring every offer, term, and disclosure is perfectly mapped in our highly regulated financial environment. • Own and execute the Direct Mail technology roadmap, partnering with Engineering and Data teams to design scalable workflows. • Identify opportunities to automate data processing and campaign building, reducing manual steps and accelerating our time-to-launch. • Lead the production lifecycle, managing print vendor relationships, postal logistics (USPS), and inventory to optimize pricing. • Directly manage and develop the marketing operations team, fostering a culture of uncompromising attention to detail and continuous growth. • Improve and maintain robust documentation and processes for responding to audits with transparency and integrity.