Coterie Insurance is a company focused on transforming the small commercial insurance space through innovative technology. The Marketing Operations Manager will drive the strategy and execution of marketing operations, ensuring efficiency and alignment with revenue goals while managing marketing technology and campaign performance.
Responsibilities:
- Develops and executes marketing operations processes and systems that enable scalable campaign execution, data-driven decision making, and measurable marketing performance
- Manage and support marketing team members responsible for creative and content execution to ensure campaign readiness and alignment with marketing priorities
- Evaluates and implements marketing technology solutions that improve campaign execution, integration, and marketing performance management such as CRM integrations, marketing automation systems, analytics tools, and attribution platforms
- Partners with marketing leadership and support operational infrastructure for campaign strategies across digital marketing, lifecycle marketing, partner marketing, and demand generation programs
- Establishes campaign execution processes including timelines, asset coordination, quality assurance, and launch readiness
- Designs, implements, and optimizes marketing automation workflows, lead management processes, and lifecycle nurturing programs to support agent acquisition, partner engagement, and customer retention
- Maintains marketing data quality and standards, segmentation frameworks, and audience management processes to support targeted marketing campaigns
- Develop dashboards, reporting frameworks, and attribution models to measure marketing performance, pipeline contribution, and campaign ROI
- Collaborates with revenue operations and revenue leadership to align lead routing, scoring, and pipeline management processes
- Builds and manages the marketing campaign calendar and ensures campaigns are executed accurately across all systems and channels
- Partners with cross-functional teams including insurance, growth/revenue and marketing peers to lead product launches and go-to-market initiatives
- Analyzes marketing performance data and provides insights to inform strategy, optimization, and investment decisions
- Oversee marketing operations vendors and technology partners to ensure systems are optimized and aligned with business goals
- Drives continuous improvement in marketing processes, documentation, and operational best practices while ensuring all marketing systems, processes, and data practices comply with privacy regulations and internal governance standards
- Manages marketing operations budgets related to technology platforms, data tools, and operational vendors
Requirements:
- Bachelor's degree in Marketing, Communications, Business, Advertising, or related field
- 5-8+ years of experience in marketing operations, revenue operations, or marketing analytics within a B2B or technology-driven organization
- Experience working with marketing automation platforms, CRM systems, and analytics tools required
- Experience supporting cross-functional marketing teams and managing marketing technology stacks
- Experience managing marketing automation platforms such as HubSpot, Marketo, Salesforce (including Marketing Cloud/Pardot), or similar systems
- Strong understanding of CRM systems (Salesforce or equivalent) and integration with marketing platforms
- Experience designing and managing lead lifecycle processes including lead scoring, routing, and nurturing workflows
- Strong analytical and reporting capabilities including marketing dashboards, attribution models, and pipeline analytics
- Ability to translate marketing strategy into scalable operational systems and processes
- Experience managing marketing data, segmentation strategies, and audience targeting frameworks
- Strong project management skills with the ability to manage multiple campaigns, systems, and priorities simultaneously
- Excellent collaboration skills with the ability to work cross-functionally with marketing, sales, product, and leadership teams
- Strong written and verbal communication skills with the ability to oversee content strategy, guide content development, and ensure consistent messaging and brand voice across marketing initiatives
- Demonstrated ability to optimize marketing performance through data-driven insights and experimentation
- Problem solving mindset
- Experience in insurance, fintech, or insurtech industries is strongly preferred but not required