AUTOMATION SPECIALIST JOB DESCRIPTION
Real-world Automation Specialist job descriptions compiled in one place, covering qualifications, duties, and skills across multiple industries and experience levels.

Automation Specialist Job Description Template
1. About the Role
An Automation Specialist owns the technical execution layer between a marketing team's strategy and its audience. This is not a campaign-ideation seat. The role governs the architecture of automated customer journeys - from CAN-SPAM-compliant email sequences to lead-scoring logic that routes prospects into the sales funnel - and is measured on whether those systems run accurately at scale. It typically reports into a Marketing Operations or Demand Generation function, sitting between creative and analytics. Getting it wrong means mis-routed leads, suppression list failures, and campaigns that never reach the right inbox.
2. Position Summary
As the Automation Specialist, you own the build, deployment, and ongoing performance of automated marketing programs that drive customer acquisition and retention across digital channels. You work within the marketing operations function, collaborating with campaign managers, sales operations, and product marketing to ensure lead management processes and campaign data remain accurate, compliant, and conversion-ready.
3. Why Join Us
Career Impact: Hands-on ownership of lead management architecture and CAN-SPAM/GDPR compliance processes builds a depth of marketing operations expertise that is increasingly valued at the senior and manager level in demand generation.
Business Impact: The automated journeys you build determine whether prospects move through the funnel or stall - directly shaping pipeline contribution and the renewal rate of marketing-sourced revenue.
Growth Opportunity: Proficiency gained across segmentation, A/B testing methodology, and cross-channel campaign orchestration expands your market value toward Marketing Operations Manager and Director of Demand Generation roles.
4. Key Responsibilities
- Design and maintain automated triggered and lifecycle campaign programs covering onboarding, engagement, and retention audiences.
- Manage the global email deployment schedule, enforcing frequency policies and resolving scheduling conflicts independently.
- Build and maintain lead management workflows including lead scoring, routing, assignment, and follow-up sequencing with sales operations.
- Execute end-to-end QA and cross-client testing for all campaigns before deployment to ensure rendering and deliverability standards are met.
- Develop dashboards and reports measuring funnel conversion rates, segmentation performance, and pipeline contribution for marketing and C-suite stakeholders.
- Audit and maintain the lead database, including hygiene processes, suppression list management, and integration of new data elements.
- Collaborate with campaign managers on paid search initiatives including keyword generation, bid management, and landing page optimization.
- Ensure all programs comply with CAN-SPAM and GDPR requirements and maintain documentation of process changes and best practices.
5. Required Qualifications
- Bachelor's degree in Marketing, Communications, Business, or Analytics, or equivalent work experience.
- 3 or more years of hands-on experience deploying and maintaining email automation campaigns through a marketing automation platform or email service provider.
- Demonstrated ability to build and manage lead scoring, list segmentation, and audience targeting logic within a CRM or marketing automation environment.
- Proficiency in HTML and CSS sufficient to edit email templates and troubleshoot rendering issues across clients and devices.
- Experience designing and interpreting A/B tests on campaign elements including subject lines, send times, and landing page variants.
- Working knowledge of SEO principles, paid search campaign management, and web analytics measurement.
- Strong analytical and data management skills with ability to interpret campaign performance data and present findings to non-technical stakeholders.
- Excellent written and verbal communication skills with proven ability to manage multiple concurrent projects against fixed deadlines.
6. Preferred Qualifications
- Marketo Certified Expert or equivalent platform certification demonstrating validated automation competency.
- Familiarity with GDPR compliance obligations beyond CAN-SPAM, including consent management and data subject request workflows.
- Experience integrating marketing automation platforms with CRM systems via API or native connectors to support bi-directional data flows.
- Prior exposure to SMS campaign deployment or multi-channel orchestration extending beyond email into push and paid social channels.
7. Success Metrics & Environment
- Email deliverability rate, measuring whether campaigns consistently reach the intended inbox rather than spam folders.
- Lead-to-MQL conversion rate, reflecting how well scoring and routing logic qualifies pipeline for sales.
- Campaign list accuracy rate, measuring hygiene and deduplication discipline across managed databases.
- Funnel conversion rate by segment, tracking whether lifecycle programs move contacts through each defined pipeline stage.
- A/B test velocity, measuring the number of statistically valid experiments completed per quarter to improve campaign performance.
- Typical tools: marketing automation platforms (commonly Marketo or Salesforce Marketing Cloud); CRM (commonly Salesforce); analytics (commonly Google Analytics).
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $65,000 to $90,000 annually depending on experience and market.
- Bonus: Annual performance bonus of 5% to 10% of base salary.
- Equity: Rare at this level; RSUs possible at larger tech-adjacent employers.
- Health Benefits: Medical, dental, and vision coverage; employer contributes majority of premium.
- PTO: 15 to 20 days annually plus standard US holidays.
- Common Perks: Remote or hybrid work options, professional certification reimbursement, marketing conference attendance budget.
Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.
9. EEO & Legal
Successful completion of a background check is required as a condition of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Applicants requiring a reasonable accommodation to participate in the hiring process should notify the recruiting team at the time of application. Candidates must be authorized to work in the United States.
Automation Specialist Job Description Examples
1. Automation Specialist (Chemical Demilitarization)
The Automation Specialist owns the programming, evaluation, and modification of Distributed Control Systems used to monitor and control processes within a chemical demilitarization facility, working under limited supervision to support systemization testing and normal plant operations. Reporting into the project team at the Bluegrass Chemical Agent Destruction Pilot Plant, this specialist directs work assignments, maintains configuration documentation, and ensures control system reliability in compliance with environmental permits and facility safety standards.
Key Responsibilities
- Perform all work safely and with utmost concern for the safety of self and other employees; comply with all environmental permits and regulations.
- May be required to work overtime or varying hours; must be at work when scheduled and maintain a good attendance record.
- Work in close proximity to a chemical demilitarization facility and may be asked to function as a temporary Lead.
- Under limited supervision, conduct work requiring independent evaluation, selection, adaptation, and modification of standard techniques, procedures, and criteria.
- Direct and prioritize work assignments of the Automation Specialists and provide reports and updates to management on control system implementation and operation.
- Be responsible for the analysis, implementation, evaluation, and modification of the system(s) used to control and monitor demilitarization facility processes.
- Be responsible for providing DCS programming and hardware support to systemization teams during testing of plant operations.
- Implement new control software and modify existing code utilizing approved demilitarization coding procedures.
- Perform analysis, evaluation, and modifications to all DCS process control systems software to support systemization testing and normal operation.
- Maintain configuration management and programming documentation in accordance with required project procedures; perform troubleshooting of DCS and associated control system hardware in upset conditions.
- Assist with the preparation and execution of test plans and procedures, and develop and/or review all standard operating and maintenance procedures associated with the process control system.
Education & Experience
- Bachelor's degree in electrical engineering or a related field and 13 years of experience, or Associate's degree and 17 years, or high school diploma and 21 years of electrical engineering or automation experience.
- Must be a United States or naturalized citizen able to obtain and maintain BGCAPP site access; must maintain fitness-for-duty standards including any drill, contingency, and/or emergency requirements.
- Ability to solve complex problems and understand the impact of decisions on facility operations; knowledge of technical documents including specifications, drawings, test plans, SOPs, and system demonstration procedures.
- Competent in developing, analyzing, and modifying complex DCS software and related HMI software; ability to understand Logic Diagrams.
- Programming/configuration experience with Foxboro I/A, Infusion, EVO, and/or Eco Structure on a Foxboro/Invensys/Schneider Electric DCS; knowledge of network systems and related components; InSQL programming experience.
- Must be computer literate in common software applications and able to operate general office equipment.
- Strong organizational, detail-oriented, and communication skills with ability to coordinate projects, present technical information, and liaise with engineers, operators, and management.
2. Automation Specialist (Pharmaceutical Manufacturing)
Embedded within the Manufacturing Process Unit teams, the Automation Specialist delivers integrated automation solutions for process, building, utility, and environmental monitoring equipment from initial design through final validation, covering both primary and secondary process technologies. Working closely with Project Controls, maintenance technicians, and junior automation staff, this specialist leads L1/L2 project execution, manages EHS compliance including PTW review, and ensures all control system upgrades meet quality standards and scheduling goals in a biological manufacturing environment.
Core Functions
- Serve as the expert on automation for equipment and systems in dedicated MPUs across multiple technology domains.
- Deliver complex automation modifications on existing equipment and lead L1/L2 projects ensuring smooth handover to the maintenance team.
- Support the full system lifecycle for process automation and control systems including design, assessment, selection, commissioning, validation, and implementation.
- Lead execution of small projects (L1/L2) ensuring compliance with company procedures, quality standards, EHS requirements, cost targets, and scheduling goals.
- Assist the Project Controls department in defining project documents including scope, financial plans, schedules, and risk management plans.
- Follow up on technical project tasks and manage planning and budget to ensure deliverables are reached on time and within budget.
- Manage EHS aspects including writing and reviewing PTWs, coordinating coactivity risks, and reporting on EHS matters.
- Participate in project governance meetings and contribute to on-call duties.
- Train, coach, and mentor automation technicians and junior automation specialists.
Required Qualifications
- Background in the pharmaceutical industry is highly preferred.
- Robust experience with automation projects required.
- Knowledge of automation subjects including Data Management and Data Integrity, Obsolescence Management, Cyber Security, and process control systems is a plus.
- Proven project delivery experience; knowledge of GSK standards and systems is a plus.
- Strong networking, influencing, and negotiation skills to engage a broad community of stakeholders.
- Ability to coordinate technical projects in a highly complex biological manufacturing production environment.
- Strong organizational skills with ability to ensure alignment and prioritization with business and automation staff.
3. Automation Specialist (SharePoint & M365)
Reporting to business and IT stakeholders, the Automation Specialist shapes the development and integration of SharePoint components and Office 365 applications by building forms, workflows, and process automations that streamline enterprise operations. Partnering with units across the organization, this specialist drives project planning sessions, maps As-Is and To-Be process scenarios, and maintains accurate change management documentation to ensure quality and continuity of automated systems.
Primary Duties
- Develop new SharePoint components using Forms and Workflows, C#, JavaScript, HTML, CSS, and React.
- Analyze business operations to identify opportunities to streamline and automate processes using MS Flow, Power App, and other automation and AI tools.
- Integrate SharePoint applications into other Office 365 applications including Teams, Delve, Sway, Stream, and Power BI.
- Keep the company's intranet refreshed with up-to-date designs.
- Work with content to build and/or modify lists, libraries, pages, subsites, and configure site features within SharePoint.
- Drive project planning sessions with units and stakeholders across the organization.
- Develop process maps to understand As-Is and To-Be scenarios.
- Manage and prioritize tasks and provide regular status updates.
- Document system changes using change management best practices and maintain updated project documentation.
- Identify bugs and resolve quality issues detected in automated processes.
- Install applications and databases relevant to automation systems and administer services like SharePoint and Teams.
Qualifications & Experience
- Bachelor's degree in Computer Science or Software Engineering.
- MOSS or WSS certification is an added advantage.
- Must have 4–6 years of work experience.
- Previous experience as a SharePoint Developer with ability to develop applications and workflows in SharePoint Online and SharePoint 2016.
- Experience with M365 tools including Power Automate and Power BI.
- Proficiency in C#, ASP.NET, .NET Frameworks, JavaScript, HTML5, CSS, XML, jQuery, SQL Server, and Web Services.
- Effective written and verbal communication skills; demonstrated ability to work as part of a high-performing team.
- Proven ability to operate effectively in a geographically diverse environment with strong customer relationship management skills.
- Detail and process oriented; self-motivated with a proven track record of self-development.
4. Senior Automation Specialist (RPA & Healthcare)
Sitting at the intersection of process improvement and RPA delivery, the Senior Automation Specialist leads workflow automation using commercially available RPA software, gathering requirements from process owners, troubleshooting production bots, and contributing to department SOPs throughout the automation lifecycle. Operating across technical and non-technical stakeholder groups, this specialist educates staff on industry best practices, provides feedback on future software releases, and ensures automation documentation remains current and accurate.
Duties
- Automate workflows using proprietary automation software within all aspects of the RPA lifecycle.
- Meet with process owners, gather requirements, create documentation, and identify automation opportunities.
- Recommend process improvements in both workflows and bot design.
- Support and troubleshoot production automated bots and maintain their supporting documentation.
- Reliably communicate meaningful updates to coworkers and management.
- Contribute to the creation and upkeep of department documentation and SOPs.
- Propose focus areas and provide feedback on future automation software releases and initiatives.
- Contribute to the education and growth of existing staff on best industry practices and techniques.
Skills & Qualifications
- Bachelor's degree preferred in a technology-related field.
- 3 years of dedicated experience with commercially available automation software.
- Experience in the healthcare industry is preferred.
- Proficient with API integrations and process improvement and optimization techniques.
- Successful and proven problem-solving and analytical skills.
- Excellent communication skills across technical and non-technical audiences.
- Must be able to multitask and reprioritize in a dynamic environment.
- Strong organizational and documentation skills; collaborative and team oriented.
- Must be willing to work with pre-production software; ability to apply common sense understanding to carry out instructions.
5. DevOps Release Automation Specialist (Digital Banking)
A key member of Nordea's engineering team, the DevOps Release Automation Specialist builds and maintains CI/CD deployment pipelines for large-scale digital banking solutions using the D.Ai Release orchestration platform, while continuously improving release processes across both legacy and new infrastructure environments. Collaborating across development teams and serving as 3rd level support for in-house D.Ai Release plugins, this specialist automates manual delivery activities to ensure deployment efficiency and system reliability at enterprise scale.
Accountabilities
- Become the in-house technical expert for Nordea's release orchestration tool of choice: D.Ai Release.
- Plan, implement, and maintain D.Ai Release-based software deployment pipelines for digital banking solutions.
- Support development teams in creating CI/CD pipelines with D.Ai Release.
- Define, implement, and continuously improve continuous integration and deployment pipelines and processes across legacy and new digital solutions.
- Automate manual activities throughout the delivery and deployment pipeline to ensure efficiency and reliability.
- Operate and support systems as 3rd level support for in-house developed D.Ai Release plugins and facilitate incident resolutions.
- Ensure D.Ai Release tool remains fit for purpose across all infrastructure environments.
Technical Qualifications
- At least 5 years of software programming and/or scripting experience.
- Experience handling continuous releases of large-scale software solutions involving complex cross-dependencies.
- At least 3 years of hands-on experience with container platforms (Docker/Openshift), deployment orchestration (Ansible, Kubernetes, or similar), CI/CD tools (Jenkins or similar), and scripting languages (Python, Shell).
- Prior knowledge of D.Ai Release tool is a definite advantage.
- Excellent troubleshooting capabilities using tools like Splunk and AppDynamics.
- Fluency in written and spoken English.
6. Automation Specialist (Marketing Technology & CRM)
The Automation Specialist delivers automated campaign programs across onboarding, retention, and lead-scoring workflows, owning the operation and content management of the Iterable marketing automation platform in support of technology and sales brand growth initiatives. Reporting into the marketing function and collaborating with Sales Operations, product marketing leadership, and C-suite stakeholders, this specialist uses data and analytics to optimize multichannel campaign performance and strengthen competitive positioning through data-driven decision making.
Key Deliverables
- Drive business growth through smart campaign planning, development, and execution.
- Create and manage automated triggered, lifecycle, and purpose-driven content campaigns covering onboarding, engagement, retention, list segmentation, email and form creation, and optimization.
- Team with business leadership, marketing, and product marketing teams on multichannel campaigns using data and insights.
- Optimize marketing campaign efficiency leveraging end-to-end tracking, data management, automated reporting, and performance analysis.
- Develop and manage metrics reports on marketing and sales activities and use analytics to improve customer experience and ROI.
- Team with the Sales Operations team to improve campaign performance, data accuracy, and sales efficiencies.
- Own the operation, optimization, and content management of the Iterable marketing automation platform using Salesforce and Iterable.
- Assist in analyzing new technologies and managing automated processes such as lead assignment, lead routing, and lead scoring.
- Stay updated with new features of Iterable and Salesforce; deliver programs and projects on time while keeping stakeholders informed.
- Prepare reports for marketing, sales, product management, and C-suite teams and perform other marketing duties as assigned.
Position Requirements
- Bachelor's degree in Marketing, Communications, Business, Analytics, or a similar field preferred.
- Strong content writing and editing skills with ability to turn complex topics into concise messages.
- Experience working with Salesforce or a similar CRM tool preferred.
- Experience with email marketing and knowledge of HTML or design is a plus.
- Knowledge of WordPress or other CMS tools preferred.
- Strong analytical, technical, and problem-solving skills with strengths in attention to detail and issue resolution.
- Excellent communication, interpersonal, and presentation skills with ability to present insights and recommendations to senior management.
- Must be detail oriented, organized, self-motivated, and able to meet deadlines while managing multiple tasks simultaneously.
- Able to collaborate with business partners, demonstrate professionalism, and accept new challenges with flexibility.
7. Automation Specialist (Email Marketing & Campaigns)
Automation Specialist executes global email automation campaigns, newsletters, and targeted communications for member, partner, prospect, and internal audiences, serving as the subject matter expert responsible for building and maintaining marketing automation paths, landing pages, and CAN-SPAM/GDPR-compliant deployment processes. The work directly supports the marketing team's acquisition and retention objectives by managing list development from multiple databases, overseeing QA and cross-client testing, and collaborating with stakeholders through structured review cycles.
Areas of Ownership
- Provide guidance and assist in development of marketing automation paths, emails, and landing pages including strategy, planning, layout, content editing, and minor copywriting.
- Manage global email schedule while maintaining frequency policies and independently resolving scheduling conflicts.
- Manage external email service providers and troubleshoot technical issues with little to no supervision.
- Execute QA and end-to-end testing for all campaigns and ensure communications are tested across email clients and web browsers.
- Collaborate with Marketing to optimize campaign performance through testing and segmentation.
- Manage and identify target prospect data lists from multiple databases for email and automation campaigns.
- Develop and maintain processes for email best practices and new marketing automation tools; ensure compliance with CAN-SPAM and GDPR.
- Perform miscellaneous duties as assigned.
Background & Experience
- Bachelor's degree in Marketing or Communications preferred.
- Minimum 4 years of hands-on experience managing and deploying emails and maintaining multiple email automation campaigns through an email service provider or marketing automation platform.
- Understanding of CAN-SPAM and GDPR required.
- Intermediate HTML/CSS and image editing skills preferred (Photoshop/Illustrator).
- Salesforce Marketing Cloud experience required; Salesforce, SiteCore, and multiple marketing automation platform experience a plus.
- Intermediate/Advanced proficiency in MS Office/O365 with strong focus on Excel.
- Excellent verbal and written communication and interpersonal skills; must be creative, energetic, and disciplined in leading cross-functional teams.
- Critical eye for design and writing in email and web with a passion for marketing acquisition and retention and strong knowledge of online/email marketing execution.
- Ability to prioritize multiple projects in a deadline-driven environment; social media platform experience a plus.
- Up to 10% travel; ability to work extended hours when necessary.
8. Automation Specialist (Lead Management & Marketing Ops)
Automation Specialist manages the design, execution, and operations of lead management processes, marketing databases, and campaign tracking for the Data, Power and Control division, working with the Marketing Operations Manager to ensure day-to-day campaign reporting is accurate and properly tracked. Success in the position means enabling funnel conversion visibility through dashboards and segmentation reports, maintaining lead database hygiene, supporting SEO and paid search initiatives, and coordinating goal attainment with external agencies and cross-functional teams.
Job Functions
- Enable tracking across marketing activities and create dashboards and reports to measure campaign effectiveness, funnel conversion, pipeline contribution, segmentation performance, and overall marketing performance.
- Report key insights and progress on goals to DPC marcomm and staff teams.
- Execute marketing automation programs, conversion optimizations, and campaign list development; maintain systems and processes for lead identification, coding, passing, and follow-up management with sales and sales operations.
- Provide support in execution of SEO strategies to increase organic search results and drive relevant traffic to websites; collaborate with Campaign Managers to track marketing goals for DPC product launches and major interactive marketing efforts.
- Assist with paid search campaigns including keyword generation, ad copy testing, bid management, and landing page optimization.
- Support management of the lead database including hygiene, auditing, and integration of new data elements.
- Work with the manager to communicate project goals, team dynamics, and goal attainment with agencies; perform other assignments as directed.
- Provide insight into lead follow-up and lead aging.
Knowledge Skills & Abilities
- Exceptional knowledge of Google Analytics, AdWords, SEM, SEO, HTML/CSS/JavaScript, web analytics, and email marketing best practices.
- Proficient in Marketo and Salesforce.com; Marketo Certification preferred.
- Highly organized and detail oriented with strong project management skills and ability to manage multiple projects and deadlines simultaneously.
- Ability to analyze and track data and contribute insight.
- Team player who works well in a cross-functional environment.
- Highly motivated with strong initiative and excellent interpersonal and communication skills.
9. Automation Specialist (Digital Campaign Execution)
The Automation Specialist builds, deploys, and maintains digital marketing campaigns spanning email, SMS, social, and landing page channels, using a MarTech stack that includes an enterprise CDP and CRM platform to support day-to-day campaign operations and data-driven marketing initiatives. Reporting into the marketing team and collaborating with third-party digital vendors, this specialist runs A/B tests focused on email optimization, supports live webinars and PPC campaigns, and researches new digital tools to continuously expand the organization's marketing capabilities.
Role Responsibilities
- Build, deploy, and maintain campaigns through marketing automation platforms.
- Pull contact lists, maintain contact records, and assist with pulling reports and cleaning data using spreadsheets.
- Troubleshoot marketing automation and campaign elements across the MarTech stack.
- Run A/B tests on campaign elements with a focus on email optimization and test digital assets using cross-browser/cross-device applications.
- Assist with live webinars, digital events, PPC campaigns, and asset collection and upload across digital environments.
- Collaborate with third-party digital vendors and marketing team members to bring marketing plans to life.
- Assist with researching and implementing new digital tools in a fast-paced environment with frequent changes.
Professional Experience
- High proficiency with Adobe Marketo Engage required; experience with MS Dynamics is a plus.
- Experience with Zapier, webhooks, and APIs; familiarity with additional marketing automation technologies such as Twilio and HubSpot.
- High proficiency with Excel and comfort with marketing data; experience with HTML, CSS, and responsive email design.
- Working knowledge of Google Analytics and Google Tag Manager; knowledge of SMS campaign deployment.
- Digital Marketing certifications are a plus; ability to work both independently and collaboratively with a team.
10. Automation Specialist (RPA & Intelligent Automation)
The Automation Specialist leads the identification, evaluation, and governed delivery of RPA and scripting-based automation opportunities in support of the Intelligent Automation operating model, facilitating all project phases from requirements definition through testing and reporting. Collaborating with CBS and cross-functional project sponsors, this specialist demonstrates and trains users on automation scripts, establishes regular planning sessions, and applies strategic thinking to experiment with new automation techniques that improve process efficiency across the organization.
What You'll Do
- Collaborate with CBS and cross-functional teams to understand business needs and requirements related to automation.
- Develop, maintain, and enhance automation opportunities including RPA and scripting through a governed and controlled process.
- Provide demonstrations and training of automation scripts and tools as needed.
- Facilitate all phases of projects from defining technical, operational, and user requirements to planning, execution, and testing.
- Establish regular communication and planning sessions with project sponsors.
- Think strategically and leverage technology to deliver and experiment with new automation techniques.
Experience & Qualifications
- Student or completed degree studies.
- Experience with automation tools including UIPath, SAPscript, VBA, and Google AppScript.
- Proficiency in Google Workspace; experience in analyzing and interpreting data is an asset.
- Project management skills including planning, organizing, and controlling as applied to own work.
- Strong logical thinking, problem-solving, and root cause analysis skills.
- High level of proactiveness, independence, and ownership; process orientation and attention to detail; positive, cooperative attitude and eagerness to learn.
- Good command of English (minimum B2 level); written and communication skills in English are a must.
- Ability to work independently and as a member of a team.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.