Job Description:

Position Description:

Develops and delivers email, direct mail, and leads generation campaigns in support of business goals. Develops and delivers communication campaigns to benefit plan sponsors, advisors, and consultants of US corporate employers. Builds complex campaign targeting rules using SQL, SQL Server, Salesforce CRM and Salesforce Journey Builder. Executes tasks using workflow management, SQL Server Management Studio, Salesforce Marketing Cloud, Salesforce Customer Relationship Management (CRM), and Salesforce Journey Builder. Ensures the team’s development, maintenance, and deployment of targeted recipient lists in partnership with a wide range of internal message sponsors, including marketing and product owners.

Primary Responsibilities:

• Understands communication targeting requirements and develops logic to identify and segment the intended audience.
• Applies subject matter expertise and business domain knowledge to translate listed targeting requirements into SQL queries for a designed audience list.
• Works with large and varied data sets from multiple data sources, to conduct analysis on current customer activity and generates concise reporting, contact lists, and relevant insights.
• Builds complex targeting rules in SQL Server, Unica Campaign, and Salesforce Journey Builder.
• Develops scalable, repeatable processes for building target populations.
• Audits and performs quality assurance to ensure flawless delivery, including peer and team design reviews.
• Supports and monitors campaigns in production, troubleshoots technical issues, and makes modifications necessary to ensure communication accuracy.
• Works with partners to understand their objectives and customer messaging requirements, develops contact lists, and ensures the timely delivery of marketing, service, and regulatory communications to customers.
• Analyzes research, data, and technology to understand user intent and measure outcomes for ongoing optimization.

Education and Experience:

Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and five (5) years of experience as a Senior Manager, Digital Marketing (or closely related occupation) developing, maintaining, and executing complex SQL procedures used in business-to-business communication deployment, in a benefits recordkeeping services environment.

Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Manager, Digital Marketing (or closely related occupation) developing, maintaining, and executing complex SQL procedures used in business-to-business communication deployment, in a benefits recordkeeping services environment.

Skills and Knowledge:

Candidate must also possess:

• Demonstrated Expertise (“DE”) working with workplace retirement plans, recordkeeping structure, and communication models for workplace retirement products, including plan types, markets, products, and contact requirements designed for plan sponsors, advisors, and consultants for US corporate employers, using SQL Server Management Studio to conduct audience segmentation within marketing automation environments to target specific client contacts for personalized regulatory, service, and marketing campaigns; and analyzing and manipulating the data for multi-channel campaigns, using Microsoft Excel.
• DE maintaining and writing codes and procedures, including the execution of Extraction, Transformation, and Loading (ETL) routines to consolidate data from complex data sources within a SQL Server relational database, for accurate audience lists and time-sensitive communications within a multi-channel communication environment, using SQL Server Management Studio (SSMS) and SQL queries; and performing automated data updates using scheduled procedures within a CRM-integrated database to ensure real-time audience list accuracy for campaign execution (using SQL Server Agent to schedule jobs in SSMS).
• DE profiling data quality analysis, compliance checks and enforcements, and data validation rules within a marketing database to ensure the audience lists meet regulatory requirements before implementation, using SQL queries and constraints; and performing structural database updates by interpreting changes in the source system to ensure seamless schema evolution, data integrity, and minimized downtime within a relational database environment, using Data Definition Language (DDL) commands in SQL.
• DE designing and implementing journey flows to automate customer journeys and segment recipients based on engagement patterns to apply audience data trends, data privacy, and CAN-SPAM laws and create compliant audience lists within a multi-channel marketing environment, using Automation Studio and Journey Builder in Salesforce Marketing Cloud.

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Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.