Salesforce Login Jobs in Lenexa

JOB SUMMARY

As the Marketing Analytics Senior Manager at Creative Planning, you will be the strategic architect of our data-driven growth engine. You will bridge the gap between complex data science and executive-level marketing strategy, providing the insights necessary to optimize our brand presence, client acquisition, and long-term retention.

As a direct report to the Chief Marketing Officer, you will oversee the development of our analytics framework, converting raw data into comprehensive insights that inform multi-million dollar budget decisions and improve the fiduciary services provided to our clients.

JOB DUTIES

Marketing Acquisition & Performance Analytics

• Attribution Modeling: Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals).
• Media Optimization: Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality.
• Funnel Velocity: Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.

Retention & Client Lifecycle Analytics

• Churn Mitigation: Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention.
• Cross-Sell & Share of Wallet: Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration.
• LTV Analysis: Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.

CX (Customer Experience) Analytics

• Journey Mapping: Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction.
• Sentiment & Feedback: Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes.
• Digital Experience: Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.

Marketing Planning & Strategic Finance

• Budgeting & MMM: Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth.
• KPI Framework: Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI.
• Strategic Advisory: Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.

Leadership & Soft Skills

• Data Storytelling: Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee.
• Fiduciary Mindset: Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities.
• Collaborative Influence: Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy.
• Agility: Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.

REQUIRED EXPERIENCE / QUALIFICATIONS

• Experience: 8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment.
• Education: Bachelor’s degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master’s degree or MBA preferred.
• Data Stack: High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus.
• MarTech: Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4.
• Statistical Modeling: Experience with Python or R for predictive modeling and advanced statistical analysis.

JOB DESCRIPTION

As a Sales Representative, you will be responsible for acquiring new business by engaging with clients over the phone and email. The focus is offering a variety of logistics services and solutions. Sales Representatives will be equipped with the tools to seek the full sales cycle; prospecting, relationship building, customer service and operations. As you develop your career, there will be an opportunity to take your skills to the next level as a National Sales Representative!

THIS IS A HYBRID ROLE; ability to work in the Overland Park, KS office 4 days every week is required.

WE ARE CURRENTLY INTERVIEWING FOR A START DATE OF JUNE 15, 2026.

RESPONSIBILITIES (Include but are not limited to)

• Complete a high volume of outbound cold calls over the phone to support pipeline and revenue growth
• Develop, maintain and manage new client relationships
• Help drive new account growth via prospecting, sourcing, and account penetration
• Effectively utilize Salesforce for client prospecting and pipeline management
• Navigate Echo’s proprietary software to manage daily operational tasks such as account management, invoicing and tracking shipments
• Establish relationships with internal departments to ensure client transactions are processed accurately and efficiently
• Participate in ongoing education to stay informed about the industry, market, and business.

REQUIREMENTS

• Bachelor's degree
• Recent graduate or 1-2 years' sales experience

IDEAL CHARACHTERISTICS

• Strong customer service and relationship building skills
• Outstanding verbal and written communication skills
• Motivated by money
• Ability to cold call with assertive, positive and persistent style
• Motivated to reach and exceed quotas
• Ability to remain resilient in an aggressive and competitive environment
• Understand the importance of self-motivation, time-management, and organizational skills
• Thrive in a fast-paced environment that requires problem solving and decision making
• Ability to work independently and in a team setting

PAID TRAINING PROGRAM

We are committed to invest in our employee’s professional development and career growth with an industry leading training program! It is our mission to give you the tools needed to succeed. Inside Sales Reps will complete classroom training, a mentorship program, and an in-house continuous education program.

WORK ENVIRONMENT

This job operates in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the workday. The employee is regularly required to sit, talk, or hear.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran.