Marketing Operations Manager

Major Duties and Responsibilities

• MarTech Ownership: Implement and manage the firm’s marketing technology stack, ensuring seamless integration between HubSpot, Seismic, Salesforce Financial Services Cloud (FSC), and third-party data tools.
• Revenue Operations (RevOps) Alignment: Partner with Sales and Business Development to define lead-to-cash workflows, lead scoring models, and automated routing to ensure no opportunity is lost.
• Data Governance & Quality: Act as the guardian of marketing data integrity. Establish protocols for data hygiene, compliance (GDPR/CCPA), and standardized naming conventions across all platforms.
• Performance & Attribution: Build and maintain multi-touch attribution models. Move beyond surface-level metrics to report on pipeline influence, customer acquisition cost (CAC), and lifetime value (LTV).
• Campaign Execution Support: Managing campaign operations, ensuring proper targeting, and improving lead flow throughout the marketing funnel.
• Strategic Roadmap: Evaluate emerging AI and automation technologies to identify opportunities for competitive advantage and operational efficiency.
• Vendor & Budget Management: Manage relationships and negotiations with technology partners, ensuring the firm maximizes its ROI on every seat and license.

Experience/Credentials

• Education: Bachelor’s degree in Business, Marketing, Analytics, or a related field.
• Experience: 8+ years in Marketing Operations or RevOps, with a proven track record of managing complex tech ecosystems in a high-growth or financial services environment.
• Platform Expertise: Power-user status in HubSpot Marketing Hub, Seismic and Salesforce. Certifications in these platforms are highly desirable.
• Analytical Rigor: Experience with advanced data visualization tools (e.g., Tableau, Power BI) and a deep understanding of Google Analytics 4 (GA4).
• Project Leadership: Proven ability to lead large-scale digital transformations, such as website redesigns and replatforming.
• Technical Literacy: Familiarity with HTML/CSS, API integrations, and SQL is a significant plus.

Competencies

• Systems Thinker: You don't just see a campaign; you see the workflow, the data trigger, and the reporting output.
• Agile Mindset: Ability to thrive in a fast-paced environment, managing multiple high-priority projects without losing sight of technical precision.
• Communication Bridge: You can translate "geek" to "Greek"—explaining complex technical limitations or opportunities to non-technical executive stakeholders.
• Data-Obsessed: A natural inclination to challenge "gut feelings" with hard data and statistical significance.
• Integrity & Discretion: Given the sensitivity of financial data, you maintain the highest standards of confidentiality and ethical data handling.

Featured Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement