MarTech Platforms Manager

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Administer, configure, and support the marketing technology platforms that enable marketing operations, campaign execution, advisor engagement, and digital experiences. Manage day-to-day platform health, user access, workflows, integrations, documentation, and vendor support across the marketing technology ecosystem. Ensure platforms are connected, governed, optimized, and performing effectively to support clean data flow, strong campaign operations, and scalable marketing technology practices. Partner cross-functionally with internal partners to support platform improvements, security requirements, vendor evaluations, and ongoing operational maturity.

What To Expect

• Platform Administration & Configuration: Serve as primary administrator for core marketing technology platforms, including HubSpot, Salesforce Marketing Cloud, and Snappy Kraken. Own platform configuration, user provisioning, permission management, system health monitoring, and ongoing platform maintenance across the marketing technology stack. Build, maintain, and optimize workflows, automation sequences, email templates, campaign infrastructure, and related platform functionality. Uphold platform governance standards, including data hygiene, naming conventions, configuration documentation, and consistent operating practices. Proactively identify platform gaps, redundancies, underutilized capabilities, and opportunities for optimization.

• Marketing Automation & Campaign Infrastructure: Support the development and maintenance of scalable campaign infrastructure within marketing automation and related platforms. Translate marketing and business needs into practical platform configurations, workflows, automations, and operational processes. Support campaign execution by ensuring platform functionality, data inputs, audience logic, templates, and automation sequences are accurate, reliable, and aligned with business needs. Troubleshoot platform issues and support timely resolution of campaign operations or system performance concerns.

• Vendor & Platform Support Management: Manage day-to-day relationships with marketing technology vendors and serve as a primary point of contact for platform support, renewals, escalations, and ongoing vendor coordination. Support vendor evaluation processes, including requirements gathering, demos, implementation planning, and assessment of new platform additions. Maintain a current inventory of marketing technology tools, contracts, platform ownership, and integration dependencies. Coordinate with vendors and internal partners to resolve issues, improve platform performance, and support ongoing system enhancements.

• Integration & Data Flow Management: Own and support integrations between core marketing technology platforms to ensure clean, reliable, and consistent data flow across systems. Monitor integration performance, troubleshoot data flow issues, and identify opportunities to improve reliability, scalability, and data quality. Partner with internal partners to document integration architecture, dependencies, processes, and data movement across the marketing technology ecosystem. Support adjacent tools and reporting environments, including GA4 and Looker Studio, as needed.

• Governance, Security & Compliance: Partner with internal partners to ensure marketing technology platforms align with access management, SSO, cybersecurity, data privacy, and compliance expectations. Support vendor access reviews, permission audits, and documentation of platform controls. Maintain strong documentation practices for configurations, workflows, integrations, user access, and platform governance standards. Identify risks, gaps, or inconsistencies within platform administration practices and recommend improvements.

• Cross-Functional Partnership & Continuous Improvement: Partner with marketing, technology, data, compliance, and other internal partners to understand needs, support platform adoption, and improve marketing technology operations. Serve as a go-to resource for platform questions, troubleshooting, and system functionality. Bring forward recommendations that improve platform efficiency, campaign execution, data reliability, user experience, and operational maturity. Support implementation of new tools, enhancements, and process improvements that strengthen the marketing technology ecosystem.

• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in marketing, business, information systems, data analytics, technology, or related field required. 

• Minimum of five years of experience in marketing technology, marketing operations, platform administration, or related experience required.

• Experience administering HubSpot and Salesforce Marketing Cloud required.

• Experience with Snappy Kraken or advisor-facing marketing automation platforms preferred.

• HubSpot, Salesforce Marketing Cloud, or related platform certification preferred.

• Experience managing marketing technology integrations and data flows across a multi-platform ecosystem required.

• Experience building, maintaining, and optimizing workflows, automations, email templates, campaign infrastructure, and platform configurations required.

• Experience managing vendor relationships, contracts, platform support, renewals, and escalations required.

• Experience with GA4, Looker Studio, or marketing analytics reporting environments preferred.

• Experience in financial services, wealth management, or a regulated industry preferred.

• Knowledge of marketing automation, CRM data structures, campaign operations, platform governance, and data hygiene practices required.

• Knowledge of SSO, vendor access management, cybersecurity compliance, or platform security requirements in a marketing technology environment preferred.

• Ability to manage multiple platforms, priorities, vendors, and stakeholders with strong attention to detail required.

• Ability to document configurations, integrations, processes, workflows, and platform standards clearly and consistently required.

• Ability to work cross-functionally with internal partners and translate business needs into practical platform solutions required.

• Strong problem-solving, organization, communication, and systems-thinking skills required.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. 

The total rewards expected for this role include:

• Starting annual base salary between $105,000 - 127,500.


• Variable compensation potential (Bonus and/or commissions)


• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.