Marketing Ops

Role Overview

• Develop and implement operational processes that support B2B marketing efforts.
• Implement scalable solutions to improve workflow and productivity and identify opportunities to enhance performance dashboards to measure operational effectiveness.
• Own and manage all marketing automation platforms.
• Support campaign builds, QA, and deployment across channels (email, paid media, webinars, events, etc.).
• Develop scalable workflows for lead nurturing and segmentation.
• Partner with team members on demand generation, events, and content efforts to ensure operational excellence.
• Monitor funnel performance and identify optimization opportunities.
• Track performance of campaigns and assets so we know what’s landing well, where we’re seeing engagement, and what needs to evolve.
• Use AI‑assisted tools to streamline content development, improve workflow efficiency, and help the team work smarter across campaigns.
• Support foundational marketing operations needs — simple list pulls, segmentation, basic performance reporting, and helping ensure data consistency across employer outreach.
• Represent the company at marketing tradeshows, industry conferences, and client events to support lead generation and brand visibility.
• Work with Sales Operations to improve pipeline visibility and conversion and ensure information flows correctly through Salesforce and Marketo as our B2B tools mature.
• Assist in building and scaling our B2B marketing processes — helping document workflows, maintain consistency, and introduce automation as tools expand.
• Coordinate with vendors or external creative partners when needed to support the production of prospect and employer‑facing materials.
• Provide basic budget awareness (what’s driving value, what’s being used, where materials are most effective) to help Marketing prioritize resources.

Requirements

• Over 5 years of B2B marketing experience, ideally within financial services, fintech, benefits, or employer-focused industries.
• Comfort working closely with Sales, tailoring materials and approaches to their workflow.
• Excellent project management skills
• The ability to build simple, repeatable processes without layers of tech — but also the ability to adopt new tools as our B2B engine grows.
• Curiosity, sound judgment, and a practical approach to testing, learning, and iterating.
• Proficient in Salesforce, Marketo, or similar CRM/automation tools and comfortable navigating, partnering with technical owners, and supporting clean data and workflows.
• Comfort using AI‑enabled tools to support idea generation, analytics, and workflow efficiency.

Benefits

• Hybrid work model (Onsite/Offsite)
• Comprehensive benefits: medical, dental, vision, company paid Basic Life/AD&D
• 401k Retirement Plan
• Paid Time Off
• Career Development
• Employee Purchase Program