As a Marketing Automation Project Planner, my objective is:

To help manage marketing automation projects and deliverables between the initial start of a project to final delivery, working alongside marketing automation subject matter experts and other agency teams.

The outcomes I need to produce for clients are:

  • Managing tasks, timelines, and deliverables for multiple projects concurrently
  • Communication with agency teams about data privacy rules and reminders
  • Provide financial management and on-going management of billing actions and budgets

The outcomes I need to produce for the agency are:

  • Knowledge of marketing automation process within the agency and for client governance
  • Communication around estimating budgets, implementing adjustments to project quotes and resources as needed to keep projects within budget
  • Statements of work written to client requirements
  • Assistance and attendance at marketing automation and web development workshops as needed

To produce these outcomes, I need to:

  • Multi-task in a fast-paced environment, being a driver of quality work
  • Be an over-communicator and collaborator
  • Build relationships with marketing automation experts and other project planners
  • Take initiative to have honest conversations to move a project forward

The skills and abilities I require are:

  • Excellent organizational and project management experience
  • Mastery of the Microsoft Office suite including advanced skills in Excel
  • Previous marketing automation experience with Salesforce Marketing Cloud, Eloqua, Pardot, Marketo, or HubSpot preferred, but not required
  • Previous agency experience considered a plus but not required

To produce these outcomes, I have decision-making authority over the following:

  • Budget concerns and when to elevate them to marketing automation leadership
  • My meeting schedule and work time

Leading indicators of my success are:

  • 100% of marketing automation and dev projects created, estimated, and billed in Workbook on time

Long-term indicators of my success are:

  • Demonstrated ability to effectively lead project scoping and estimating initiatives
  • Completion of detailed, accurate statements of work and data privacy documents
  • Increased efficiency within the marketing automation team
  • Increased understanding marketing automation systems and unique nuances


Simantel offers an attractive compensation package, which includes competitive salary, 401(k) plan, PTO, flexible work arrangements, holiday pay and a comprehensive benefits program.

We are an equal opportunity employer committed to a diverse and inclusive workforce. We encourage anyone interested to apply and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Simantel is not currently hiring individuals for this position who require sponsorship under U.S. immigration laws to be lawfully employed.