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Marketing Automation Specialist

Ubiquity Retirement + Savings

in Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NJ / NV / NY / OH / OR / RI / SC / WA

Ubiquity Retirement + Savings

Ubiquity Retirement + Savings® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record keeping. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. For over 2 decades, we have helped workers save more than $2.5 billion and opened retirement plans for 9,000+ small businesses—pioneering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Learn more at:

The only thing as unique as our business model is our company culture. We thrive on accountability, collaboration, and transparency. Proudly one of the Best Places to Work in the Bay Area and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. With mottos like "Freedom With Accountability," we are a family of friends who like to get it done and do it with passion.


Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)

Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)

Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. 

Position Purpose 

Our marketing team is looking for an exceptional Marketing Automation Specialist to focus on strategic planning and executing multi-channel marketing campaigns (both internal and external) to meet demand gen and brand awareness goals and objectives.  It is important that they are proactive, data focused with exceptional project management skills. 

The individual in this role should thrive in a fast-paced, highly collaborative and entrepreneurial environment. They are passionate about best practices, discovering impactful insights, delivering thoughtful recommendations and influencing business decisions to maximize value.  

The role is that of “ringleader” for the company for all marketing projects, will interface with all departments of the business, and is crucial to the ongoing growth of the company.  This is a remote position, open to any applicant in the U.S. 

Core Responsibilities 

  • Marketing automation system administration 
  • Devise strategy and manage execution of multiple email marketing and other campaigns 
  • Produce engaging marketing copy 
  • Manage multiple stakeholders for the strategic planning, development and timely execution of integrated, top to bottom of the funnel marketing campaigns to drive demand gen and build brand awareness 
  • Partner closely with internal teams, including: Customer Success, Sales and Business Intelligence for campaign continuity 
  • Ensure consistency across campaigns in strategy, creative assets and design, messaging 
  • Track program results, report metrics 


Adaptability & Flexibility - Adapts to changing business needs, conditions, and work responsibilities 

Organizing - Capable of managing multiple clients and priorities, and thrive in a deadline-driven     environment with frequently changing priorities 

Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message 

Results Focus & Initiative - Focuses on results and desired outcomes and how best to achieve them. Gets the job done. 

Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks 


  • A well-rounded marketer with 3-5 years in hands-on marketing campaign management experience
  • Previous role experience working with Salesforce -- Pardot Specialist or Marketing Cloud, administrator credential required.    
  • Ability to see the big picture – and manage multiple projects simultaneously with exceptional attention to detail from ideation to execution 
  • Experience managing internal and external client / vendor relationships 
  • Ability to flex between working autonomously and as a team member 
  • Excellent written, verbal, and time management skills 
  • Master of MS Office Suite, Google Suite and Basecamp 
  • The ability to laugh during stressful situations 
  • Knowledge of retirement industry valuable but not required 
  • Passionate about Ubiquity’s mission and the impact we want to have towards retirement savings in the U.S. 
  • BA/BS degree required

Additional information

This is a salaried, full-time position located in the San Francisco Bay Area. Remote candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.

We offer:

  • Competitive compensation package
  • 401(k) company match (up to 4%)
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Fully stocked kitchen with cold brew coffee, fresh fruit, and more
  • Fun social events and outings
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws. 

How to Apply

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