Email & Account Engagement Specialist
Peak Retirement Planning, Inc.
We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone.
What We Look For
A+ Player
Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
Dislikes working with B and C players.
Does not need to be told twice what to do.
Foxhole Team Member
Has a servant's heart and a purpose bigger than themselves.
Will help a team member fix a flat on the side of the road at 6am.
Goes above and beyond to provide a "White Glove Service" to our clients.
Rocketship Mentality
Excited to join a fast-growing startup with extreme upside.
Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
"Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
Main Requirements:
Experience or relevant experience with Salesforce Account Engagement (Pardot), Marketing
Cloud, Mailchimp, Keap, or other similar platforms
Comfortable using email builders such as Canva or AI tools
Write, design, and schedule email campaigns in Salesforce Account Engagement
Build and maintain engagement journeys, automation rules, and lead scoring
Ensure branding and messaging are consistent across all emails, templates, and layouts
A/B test subject lines, send times, content, and user journeysHelp manage newsletters, workshop follow-ups, webinar emails, and event sequences
Create and maintain landing pages, forms, and RSVP automations in Salesforce
Support content creation efforts for digital marketing and internal campaigns
Collaborate with advisors and operations to ensure accuracy in messaging
Segment recipient lists using Salesforce data and engagement history
Maintain clean contact data, suppression lists, and compliance standards
Monitor campaign success to improve future campaigns and user experience
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