Job Description

Are you excited to architect and scale modern marketing automation ecosystems? 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, Marketing Automation 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, and Research, Advocacy & Standards (RAS) 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, Marketing Automation 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.

What You’ll Do

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.

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X

Important Message:Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to humanresources@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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