Quick Overview
Job Description
Job Description
Role Overview
The Senior Manager, Marketing Automation owns the strategy, execution, and governance of the company's marketing automation and lifecycle email programs. This role is the subject-matter expert on Salesforce Marketing Cloud Account Engagement (Pardot) and is the platform owner for CVENT, responsible for overseeing marketing nurture infrastructure, email program strategy, event-to-marketing data integration, and compliance governance across a regulated, multi-audience environment.
The ideal candidate combines hands-on platform expertise with strong cross functional partnership skills and exceptional judgement to lead a highly operational team within a complex global organization. Marketing Automation Strategy — Own the strategy, roadmap, and governance for Cboe's marketing automation ecosystem, with Pardot as the primary platform of record for lead lifecycle, nurture, and email execution.
Email Program Ownership — Plan, build, and optimize email marketing programs — newsletters, product announcements, nurture tracks, transactional and triggered sends — ensuring deliverability, segmentation rigor, and brand/voice consistency across business lines. Cvent & Events Integration — Serve as platform owner for Cvent, overseeing event registration workflows, platform integrations as applicable, and the connective tissue between event data and marketing automation nurture streams.
Data & Systems Integration — Ensure clean handoffs and bidirectional data integrity between Pardot, Cvent, Salesforce CRM, and the company's CDP/analytics stack; partner with marketing/web analytics and IT on integration architecture. Segmentation & Personalization — Build and enforce segmentation strategies, audience suppression logic, and personalization rules appropriate for a regulated, multi-audience environment (individual investors, institutional clients, media, partners).
Compliance & Governance — Ensure all automation and email practices meet CAN-SPAM, CASL, GDPR, and relevant financial services compliance requirements; Measurement & Reporting — Define and report on funnel, engagement, and revenue-influence metrics (open/click/conversion, MQL-to-SQL conversion, program ROI); translate performance into executive-ready narratives for EVP/C-suite stakeholders. Vendor & Agency Management — Manage relationships with automation/ platform vendors (Salesforce/Pardot, Cvent); evaluate new capabilities, plug-ins, and platform upgrades.
Team Leadership & Enablement — Build scalable templates, playbooks, and governance models that other marketing team members and business-line stakeholders can self-serve against; mentor and, as the team grows, manage marketing automation coordinators/specialists. The ideal candidate has
Experience — 7+ years of progressive experience in marketing automation and email marketing, including at least 3 years of hands-on Pardot (Salesforce Marketing Cloud Account Engagement) administration.
Cvent Expertise — Direct experience owning or heavily using Cvent for event and webinar management, including integration with a marketing automation platform. Certifications — Pardot/Salesforce certification (e.g., Industry Background — Demonstrated experience in financial services, exchanges, fintech, or another regulated industry with complex, multi-audience marketing requirements. Cross-Functional Fluency — Proven ability to partner cross-functionally with sales, CRM administrators, content strategy, web/analytics, compliance, and legal teams.
Executive Presence — Comfort presenting program performance and strategic recommendations to senior leadership, including EVP and C-suite audiences. Technical Proficiency — Strong expertise in marketing automation, including audience segmentation, lead scoring and grading, persona alignment, lifecycle automation, and campaign optimization. Proficient in HTML/CSS, email deliverability, and A/B testing. Experience leveraging AI and integrated marketing technologies to enhance personalization, efficiency, and scalability.
Education — Bachelor's degree in Marketing, Communications, Business, or related field, or equivalent professional experience. This role may also be eligible for annual incentive compensation and, where applicable, participation in Cboe's long-term equity programs. com email or via LinkedIn Recruiter.
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