Email Marketing Specialist

Job description

Position: Email Marketing Specialist

Start Date: Immediate

Status: Full-time (Regular - Exempt)

Hours: 40-45 hours per week w/flexible schedule

Location: Bozeman, MT

Direct Reports: None

Reports to: Director of Marketing


XYPN Overview:

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. 

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have recently earned accolades as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.

Job Description:

As our Email Marketing Specialist, you will be instrumental in helping us communicate the right message, to the right people, at the right time. Using your deep expertise with email marketing conversion, you’ll obsess over our open rates, click rates and CTAs. We’re looking for a copywriting pro who will own our email initiatives from start to finish. This is an opportunity to manage multiple projects in a fast-paced, high-growth startup environment with a strong team.

Primary Responsibilities:

  • Collaborate closely with marketing and sales colleagues to achieve shared goals, increasing lead-to-customer conversion rates and client engagement metrics
  • Craft concise & compelling email copy without error
  • Manage segmentation of audience, client- and prospect-facing, and assist in developing/executing customized communication plans for each group through use of automation
  • A/B test and continually measure the performance of communications
  • Manage technical aspects of content delivery using HubSpot to support internal teams from all business lines
  • Carefully follow multi-step processes with consistency and diligence to complete regularly scheduled tasks; develop processes as needed
  • Maintain quality data and organized files and resources for use by the team
  • Understand and report on KPIs that speak to the effectiveness of our email communications


Required Qualifications:

  • College degree in marketing or closely related field, or equivalent experience
  • Exceptional written communication skills, verified by a writing assessment in the hiring process

What would make us drool:

  • Previous experience in an email marketing role with data-supported success
  • Extensive, recent experience with HubSpot
  • Familiarity with inbound marketing methodology
  • Background in personal finance or industry exposure
  • An eye for aesthetics/design

      Compensation & Benefits:

      • Salary: $50,000 - $59,000 / year, dependent on experience

      • Relocation assistance available, if applicable

      • 401K (4.5% match on 6% contribution)

      • Health insurance w/employer contribution

      • 8 paid holidays

      • Open vacation policy (Required to take a minimum of 3 weeks per year)

      • Please see our Dream Team Handbook to learn more about our company and benefit offerings


      • Cover Letter
      • Resume
      • Applications will be reviewed as they are received