At a Glance
- Tasks: Drive strategy for a data-driven engagement platform using Salesforce and Marketing Cloud.
- Company: Join CFA Institute, a leader in marketing automation and customer experience.
- Benefits: Flexible working arrangements, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on continuous improvement and innovation.
- Why this job: Make an impact by optimising marketing campaigns across email, SMS, and WhatsApp.
- Qualifications: 5+ years in Product Management with strong Salesforce experience required.
The predicted salary is between 50000 - 65000 € per year.
As a Product Manager, Marketing Automation, you’ll drive the strategy and evolution of a data-driven engagement platform—leveraging Salesforce, Marketing Cloud, and Data Cloud to deliver highly targeted, event-driven communications across email, SMS, and WhatsApp. The Product Manager is responsible for the strategy, execution, and continuous optimization of outbound marketing communications across CFA Institute’s Marketing and Customer Experience function, enabling customer and prospect outreach for Membership, member societies, Education, Research, and Advocacy & Standards business stakeholders. This role owns the product lifecycle for marketing automation capabilities, with a focus on scalable, data-driven email, SMS and WhatsApp execution using Salesforce, Marketing Cloud, and Data Cloud. The Product Manager will define the product vision, build business cases, develop roadmaps, and partner cross-functionally to deliver highly targeted, personalized, and compliant marketing campaigns that drive engagement and business outcomes. This role reports to the Director, Product Management and is eligible for flexible working arrangements including remote/hybrid.
Product Strategy & Roadmap
- Define and articulate the vision and roadmap for marketing automation capabilities across email and outbound channels.
- Align product strategy with organizational goals across business lines.
- Identify opportunities to improve campaign effectiveness through segmentation, personalization, and automation.
Campaign Execution & Optimization
- Own the end-to-end design and technical implementation of outbound email, SMS and WhatsApp campaigns within Salesforce Marketing Cloud.
- Partner with marketing stakeholders to translate campaign requirements into scalable automation workflows.
- Ensure campaigns are optimized for deliverability, engagement, and conversion through A/B testing and performance analysis.
- Establish best practices for email design, journey orchestration, and audience targeting.
Data & Technology Enablement
- Leverage Salesforce Data Cloud to enable advanced segmentation, audience insights, and personalization strategies.
- Ensure data integrity, governance, and compliance (e.g., CAN-SPAM, GDPR where applicable).
- Collaborate with engineering and data teams to integrate marketing platforms with enterprise systems.
- Evaluate and implement new MarTech capabilities to enhance automation and analytics.
Cross-Functional Collaboration
- Work closely with marketing, product, technology, and analytics teams to deliver cohesive campaign strategies.
- Manage dependencies across systems and teams to ensure timely delivery of campaigns and features.
- Act as the primary liaison between business stakeholders and technical teams.
Product Lifecycle Management
- Maintain and prioritize the product backlog based on business impact, effort, and strategic alignment.
- Drive continuous improvement through user feedback, campaign performance data, and usability insights.
- Support ongoing platform enhancements, documentation, and training for stakeholders.
Performance & Analytics
- Define and track KPIs related to campaign performance, engagement, and ROI.
- Use analytics to inform product decisions and optimize marketing effectiveness.
- Deliver insights and reporting to stakeholders to demonstrate impact and guide future strategies.
What We’re Looking For
- Bachelor’s degree in Business, Marketing, Information Technology, or related field.
- 5+ years of experience in Product Management, Marketing Automation, or related roles.
- Hands‑on experience with Salesforce, Marketing Cloud, and Data Cloud strongly preferred.
- Strong understanding of email marketing, customer journey orchestration, and marketing automation best practices.
- Experience working with data-driven marketing strategies, segmentation, and personalization.
- Excellent communication and stakeholder management skills.
Preferred Experience
- Experience in MarTech, digital marketing, or customer engagement platforms.
- Experience with Salesforce marketing ecosystem (Marketing Cloud, Data Cloud, Sales Cloud).
- Familiarity with nonprofit, education, or membership-based organizations.
- Knowledge of compliance and data privacy regulations impacting marketing communications.
Product Manager, Marketing Automation employer: CFA Institute
CFA Institute is an exceptional employer that fosters a collaborative and inclusive work culture, offering flexible working arrangements to support a healthy work-life balance. As a Product Manager in Marketing Automation, you will have the opportunity to drive impactful marketing strategies while benefiting from continuous professional development and access to cutting-edge technology. Join us to be part of a mission-driven organisation that values innovation and empowers employees to make a meaningful difference in the financial community.
StudySmarter Expert Advice🤫
We think this is how you could land Product Manager, Marketing Automation
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or case studies showcasing your past projects, especially those involving marketing automation and data-driven strategies. This will help you stand out during interviews.
✨Tip Number 3
Prepare for the interview by researching the company’s current marketing strategies. Be ready to discuss how you can enhance their campaigns using Salesforce and Marketing Cloud. We love seeing candidates who are proactive!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who can drive our marketing automation efforts forward.
We think you need these skills to ace Product Manager, Marketing Automation
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with marketing automation, Salesforce, and data-driven strategies. We want to see how your skills align with the role of Product Manager, Marketing Automation!
Showcase Your Achievements:Don’t just list your responsibilities; share specific examples of successful campaigns you've managed or optimised. We love numbers, so include metrics that demonstrate your impact on engagement and conversion rates.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at CFA Institute
✨Know Your Tools
Familiarise yourself with Salesforce, Marketing Cloud, and Data Cloud. Be ready to discuss how you've used these tools in past roles, especially in relation to email marketing and automation. This will show that you’re not just a theoretical candidate but someone who can hit the ground running.
✨Showcase Your Strategy Skills
Prepare to talk about your experience in defining product vision and roadmaps. Think of specific examples where you’ve aligned product strategy with business goals, and be ready to explain how you identified opportunities for campaign effectiveness through segmentation and personalisation.
✨Data-Driven Mindset
Highlight your understanding of data integrity and compliance, especially regarding regulations like GDPR. Be prepared to discuss how you’ve leveraged data insights to inform product decisions and optimise marketing effectiveness in previous roles.
✨Collaboration is Key
Emphasise your experience working cross-functionally with marketing, product, and technology teams. Share examples of how you’ve managed dependencies and acted as a liaison between stakeholders and technical teams to ensure successful campaign delivery.
