Marketing Operations Specialist

Your Role

We’re building the operational backbone of a fast-moving, multi-channel Marketing organization, and this role is a key part of that engine.

As a Marketing Operations Specialist you’ll be hands-on in making sure campaigns, leads, and reporting actually work the way they’re supposed to. You’ll turn plans into execution, keep work moving, and help ensure Marketing runs with consistency, clarity, and momentum.

This is an execution-first role where details matter. You’ll partner closely with senior Marketing and Operations leaders to translate priorities into clean workflows, accurate tracking, and repeatable processes, so leadership can stay focused on strategy while you keep the machine running smoothly.

Responsibilities

• Lead Management & Campaign Operations
• Support the Marketing → Sales lead handoff process, including routing, tracking, and follow-up coordination
• Build and manage post-event and post-campaign cadences and sequences in partnership with Marketing and Sales
• Ensure leads are accurately tracked, statused, and progressed through defined workflows
• Support adherence to agreed SLAs and follow-up expectations
• Balance structure with flexibility in an evolving environment.
• Project & Execution Support
• Build and maintain project plans in Asana for Marketing initiatives
• Track action items, dependencies, and timelines across workstreams
• Maintain Marketing intake requests and ensure work is properly scoped and routed
• Proactively flag risks, blockers, or delivery delays
• Reporting, Dashboards & KPIs
• Build and maintain dashboards in HubSpot to support Marketing reporting
• Track and report on key Marketing KPIs (lead volume, follow-up status, campaign performance, etc.)
• Prepare weekly and monthly reports for Marketing leadership
• Support development of QBR decks, including data pulls, charts, and narrative summaries
• Process, Intake & Governance
• Manage Marketing intake workflows to ensure requests are documented, prioritized, and tracked
• Monitor and support AI-driven data syncing by automating data pipelines to ensure real-time unified customer profiles sync cleanly between Treasure Work and HubSpot.
• Leverage generative AI features and automated marketing agent skills to streamline routine campaign routing, task sequencing, and data hygiene checks.
• Document workflows, operating procedures, and playbooks
• Support creation of repeatable, scalable Marketing processes
• Ensure consistency in how Marketing work is executed and reported
• Operational Enablement & QA
• Maintain operational trackers, dashboards, and documentation
• Support QA checks for campaigns, lead handoffs, and reporting accuracy
• Help standardize templates, tools, and reporting structures across the Marketing team

Job Requirements

• Hands-on experience with HubSpot or similar marketing automation / CRM platforms
• Strong analytical and reporting skills with comfort pulling and validating data
• Practical familiarity with conversational AI platforms, generative AI workflows, or AI-native productivity tools applied to business operations
• Ability to leverage AI-native capabilities and automated workspace tools to eliminate manual steps, reducing overall operational friction across the department
• Hightly organized with strong attention to detail
• Proficiency with Asana, Google Workspace, and spreadsheets
• Ability to follow defined processes while managing multiple tasks in parallel
• Strong problem-solver with a track record of untangling issues and moving teams forward.
• Collaborative and resourceful; thrives on building processes from scratch.
• Brings a positive, level-headed attitude — steady under pressure, approachable, and able to lighten the mood appropriately.

Success in This Role

• Lead handoffs are clean, timely, and consistently executed
• Campaign follow-up processes are reliable and repeatable
• Dashboards and KPI reporting are accurate and up to date
• QBR and leadership reporting materials are well-organized and data-driven
• Marketing operates with greater clarity, visibility, and reduced operational friction

Physical Requirements

Working out of the New York, New York office according to our “Global Hybrid Working Policy.”

Travel Requirements

Up to 10% travel for events, client visits, and internal team gatherings

Perks and Benefits (US)

• Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
• Competitive compensation packages
• Company paid life insurance 3x salary
• Company paid short- and long-term disability coverage
• Retail planning (401K) with 4% company match
• Restricted Stock Units (RSU)
• Flexible Time Off (FTO)
• Up to 26 weeks paid parental leave including a post-partum night nurse
• Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.

About Treasure AI

Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.

The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.

Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.