Marketing Lifecycle & Automation Manager
Taxwell
Marketing Lifecycle & Automation Manager
Taxwell
Digital tax filing software for professionals
Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.
The Marketing Lifecycle & Automation Manager is the lead hands-on expert for Salesforce Marketing Cloud Account Engagement (Pardot) within B2B Marketing. This role builds and optimizes automated programs that improve prospect and customer engagement, lead progression, conversion, retention, and revenue across Drake Software and TaxAct Professional.
Key Responsibilities
Marketing Automation and Lifecycle Programs
Build, test, launch, troubleshoot, and optimize automated nurture programs, Engagement Studio journeys, forms, landing pages, segmentation rules, scoring models, and triggered communications.
Develop journeys spanning prospect engagement, qualification, sales follow-up, conversion, onboarding, retention, and re-engagement.
Replace one-time communications and manual processes with scalable automation.
Lead Management and Campaign Enablement
Own marketing requirements for lead scoring, grading, qualification, routing, prioritization, and marketing-to-sales handoffs.
Analyze lead progression from initial engagement through sales acceptance, opportunity creation, conversion, and retention.
Partner with campaign and channel owners to develop targeted audiences, automated follow-up, testing strategies, and reusable journey frameworks.
Platform, Data, and Technology Enablement
Serve as B2B Marketing’s subject-matter expert and primary hands-on user of Salesforce Marketing Cloud Account Engagement.
Diagnose campaign, segmentation, synchronization, data-quality, and automation issues, escalating platform or integration needs when necessary.
Partner with Marketing Operations, Data, and AI teams to define the fields, audience signals, business rules, integrations, and insights needed to expand automation and personalization.
Performance and Optimization
Monitor lifecycle engagement, funnel progression, conversion, and program effectiveness.
Translate performance insights into improvements to audiences, messaging, scoring, timing, and journey paths.
Connect lifecycle programs to pipeline, revenue, adoption, and retention outcomes.
Qualifications
5+ years of experience in B2B marketing automation, lifecycle marketing, demand generation, CRM marketing, or a related field.
3+ years of hands-on experience building and optimizing programs in Salesforce Marketing Cloud Account Engagement (Pardot).
Experience with Engagement Studio, segmentation, automation rules, forms, landing pages, scoring, grading, and campaign reporting.
Strong understanding of lead management, funnel stages, routing, qualification, and marketing-to-sales handoffs.
Ability to translate business needs into automation logic, audience criteria, data requirements, and reporting specifications.
Experience working with Marketing Operations, Data, Analytics, or AI teams to enable automation and personalization.
Salesforce Account Engagement/Pardot certification preferred.
Measures of Success
Increased use and effectiveness of automated lifecycle journeys.
Improved lead acceptance, lead-to-opportunity conversion, and response time.
Reduced manual list creation and campaign execution.
Improved Pardot utilization, data quality, and automation reliability.
Expanded data- and AI-enabled segmentation and personalization.
Pipeline and revenue influenced by lifecycle programs.
At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.
Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.
If you need assistance or accommodation due to a disability, you may contact us at [email protected] or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.
Taxwell combines Drake Software and TaxAct to offer digital tax filing for both tax professionals and DIY filers. It provides downloadable and cloud-based software to prepare federal and state tax returns (forms such as 1040, 1065, 1120, 1120S, 1041, 990, 706) and supports e-filing, multi-state filing, practice management, and customizable client billing for professionals. For DIY users, TaxAct guides the filing process to maximize credits and refunds with straightforward software. Integrated services include Drake Pay for payments and audit defense via Protection Plus. The company serves over 90,000 tax professionals and more than 3 million DIY filers, with Drake Software serving about 70,000 firms that file over 36 million returns annually. Taxwell is owned by private equity firm Cinven and aims to deepen its position in the US tax software market by offering both professional-grade tools and consumer-friendly filing options under two established brands.
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