About the Role
You will own the marketing technology as well as the data and processes that power our marketing function. You will manage day to day administration of the marketing automation platform including list management, workflow automation, lead scoring, and platform hygiene. You will build and optimize integrations between marketing automation, CRM, event platforms, and other tools to ensure clean data flow. You will evaluate, implement, and maintain marketing technology tools and serve as the internal expert for marketing platform questions. You will partner with Sales and Revenue Operations to align on lead handoff processes, lifecycle stage definitions, and CRM field mapping. You will build and run campaigns including email nurture workflows, lead capture forms, landing pages, UTM frameworks, and campaign tracking. You will manage audience segmentation and ensure campaigns are tracked, segmented, and measurable. You will maintain email compliance standards (CAN-SPAM, GDPR) and deliverability best practices. You will build dashboards and attribution models and deliver regular reporting to stakeholders. You will identify gaps in data coverage and implement solutions to improve measurement accuracy. You will document SOPs for core marketing ops workflows, onboard teammates, and continuously identify process improvements to increase speed, accuracy, and scale.
Requirements
- 4+ years of marketing operations experience ideally in a B2B fintech, financial services, or high growth technology company
- Hands on expertise with HubSpot (or comparable marketing automation platform such as Marketo or Pardot) including workflows, lead scoring, forms, and reporting
- Solid working knowledge of Salesforce CRM comfortable with field mapping, lead/contact/opportunity objects, and campaign influence reporting
- Strong understanding of campaign tracking fundamentals: UTM parameters, attribution models, and funnel analytics
- Experience building marketing dashboards in tools such as HubSpot, Salesforce, Looker, or similar
- Detail oriented and data driven you catch errors before they ship and trust numbers over gut instinct
- Able to manage multiple concurrent projects independently in a fast paced, fully remote environment
Responsibilities
- Own day-to-day administration of the marketing automation platform including list management, workflow automation, lead scoring, and platform hygiene
- Manage integrations between marketing automation, CRM (Salesforce), event platforms, and other tools to ensure clean, reliable data flow across systems
- Evaluate, implement, and maintain marketing technology tools and serve as the internal expert for marketing platform questions
- Partner with Sales and Revenue Ops to align on lead handoff processes, lifecycle stage definitions, and CRM field mapping
- Build and manage campaign infrastructure including email nurture workflows, lead capture forms, landing pages, UTM frameworks, and campaign tracking
- Support institutional, content, and events marketing teams with operational execution ensuring every campaign is tracked, segmented, and measurable
- Own list segmentation and audience management to ensure the right messages reach the right audiences across institutional issuer and retail segments
- Maintain and enforce email compliance standards (CAN-SPAM, GDPR) and deliverability best practices
- Build and maintain marketing dashboards and reports that track pipeline contribution, campaign performance, channel ROI, and funnel conversion rates
- Own marketing attribution modeling working with Sales and RevOps to ensure accurate multi touch attribution across the buyer journey
- Deliver regular reporting to marketing leadership and cross functional stakeholders on key performance metrics
- Identify gaps in data coverage and proactively implement solutions to improve measurement accuracy
- Document and maintain standard operating procedures for core marketing ops workflows campaign builds QA checklists launch processes and reporting cadences
- Onboard marketing team members to tools and processes serve as the internal trainer and resource for marketing platform usage
- Continuously identify and implement process improvements that increase speed accuracy and scale across the marketing function
Benefits
- Flexible Paid Time Off
- Equity Grant Opportunities
- Remote Work Flexibility
- Comprehensive Insurance Coverage Medical Dental and Vision benefits for you and your family
- 401(k) Retirement Plan