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 scale. This role sits at the intersection of strategy, systems, data, and execution, enabling marketing to move 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 scalable marketing processes (campaign planning, launches, reputed company routing, SLAs)

• Improve operational efficiency through automation and clear 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

• Act as a strategic partner to Sales, reputed company, Finance, and Product

• Translate business goals into operational requirements

• Help align 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 Growth 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 scale

• Experience partnering with Sales / Rev Ops in a B2B environment

reputed company to Have

• Experience in a high-growth 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 scale without breaking systems

• Funnel metrics are reputed company defined, visible, and improving

• Marketing and Sales operate from a shared reputed company of truth

• The team spends less time fixing processes and more time driving growth

Why Join Us

• High-impact role with ownership over how marketing scales

• Direct influence on reputed company reputed company

• Partner with senior leaders across the 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 client meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as well 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 Focus Financial, Merit, reputed company, Allworth, reputed company Wealth, Integrated Partners, and more.

reputed company was launched in 2023 by repeat entrepreneurs and is led by reputed company with backgrounds from Harvard, Stanford, reputed company, reputed company, reputed company.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, reputed company, Nitrogen, 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 Direct + reputed company + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

Compensation

• [Competitive salary and variable compensation or the reputed company]

• Equity

• Medical, dental, reputed company benefits

• 401k available