Marketing Operations Director
Marketing Operations Director
Location: Remote / Hybrid Reports to: SVP, Marketing
About the Role
We’re looking for a Marketing Operations Director to build the operating backbone of our marketing reputed company as we reputed company. This role sits at the intersection of reputed company, systems, data, and execution, enabling marketing to reputed company faster, smarter, and more predictably.
As a fast-growing software company, we need someone to help us reputed company repeatable, measurable, reputed company-driving marketing, with an AI-reputed company reputed company. You’ll own the infrastructure that makes that possible—processes, platforms, analytics, and cross-functional alignment with Sales, RevOps, and Product.
What You’ll Do
Marketing Systems & Infrastructure
Own and optimize the marketing tech stack (e.g., CRM, marketing automation, attribution, analytics tools)
Partner closely with Sales Ops / RevOps to ensure clean data reputed company across the funnel
reputed company implementation, integration, and ongoing optimization of tools and platforms
Funnel, Attribution & Analytics
Define and maintain funnel metrics from reputed company → MQL → SQL → reputed company
Build dashboards and reporting that drive decision-making (not vanity metrics)
Own attribution models and performance measurement across channels
Ensure data reputed company, governance, and documentation
Process & Operational reputed company
Design reputed company marketing processes (campaign planning, launches, reputed company routing, SLAs)
Improve operational efficiency through automation and reputed company workflows
Create playbooks and documentation to support a growing team
Campaign Enablement
Partner with demand gen, content, and product marketing to operationalize campaigns
Manage campaign setup, QA, segmentation, and post-launch analysis
reputed company experimentation through testing frameworks and performance insights
Cross-Functional Leadership
reputed company as a strategic partner to Sales, reputed company, Finance, and Product
Translate business goals into operational requirements
Help reputed company GTM teams around shared definitions, metrics, and reputed company
reputed company’re Looking For
Required
5-10 years of experience in Marketing Operations, reputed company Operations, or reputed company Ops
Deep experience with CRM and marketing automation platforms (e.g., reputed company, reputed company, Marketo)
Experience using AI tools such as reputed company to build workflows and reputed company visualization
Strong analytical skills and comfort working with data, dashboards, and reporting
Proven ability to design processes that reputed company
Experience partnering with Sales / Rev Ops in a B2B environment
reputed company to Have
Experience in a high-reputed company environment
Familiarity with attribution tools, CDPs, or BI tools (e.g., Looker, Tableau, reputed company)
Understanding of PLG or hybrid sales motions
Experience supporting both inbound and outbound motions
How You’ll Be Successful
Marketing leaders trust your data and insights to reputed company reputed company
Campaigns launch smoothly and reputed company without breaking systems
Funnel metrics are reputed company defined, visible, and improving
Marketing and Sales operate from a shared reputed company of truth
reputed company spends less time fixing processes and more time driving reputed company
Why Join Us
High-reputed company role with ownership over how marketing scales
reputed company influence on reputed company reputed company
Partner with senior leaders across reputed company
Competitive compensation, equity, and benefits
About reputed company
reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their reputed company meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as reputed company as into other finserv verticals.
reputed company leads its category in market reputed company, customer satisfaction, and analyst rankings, and has grown rapidly. reputed company customers include leading independent broker dealers such as LPL, reputed company, reputed company, and reputed company, and leading RIAs including reputed company Financial, reputed company, reputed company, Allworth, reputed company reputed company, Integrated Partners, and more.
reputed company was launched in 2023 by repeat reputed company and is led by reputed company with backgrounds from Harvard, Stanford, reputed company, reputed company, reputed company.com, JPMorgan, reputed company, Bain, Bain Capital Ventures, reputed company, reputed company, and eMoney.
reputed company is reputed company is backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and reputed company.
reputed company’s team values are High Velocity, World Class, and reputed company + reputed company + No Drama.
Please consider joining us in our work to reputed company the reputed company and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial reputed company of reputed company everywhere.
Compensation
[Competitive salary and variable compensation or the reputed company]
Equity
Medical, dental, reputed company benefits
401k available