Role Description
As the Senior Marketing Operations Strategist, you provide comprehensive marketing operations support for our larger and more complex B2B and B2C Lead-Generation clients. You are responsible for managing the tools and processes that enable lead capture, nurture, and flow through the revenue funnel. This includes:
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Building the foundation for marketing operations success
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Optimizing and maintaining marketing operations excellence on an ongoing basis
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Performing high-level sales operations tasks, including building intermediate automations and dashboards for revenue teams
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Advising on standard CRM-use processes for the sales team
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Providing senior support to other Marketing Operations Strategists
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Solving problems quickly and thinking of long-term processes and solutions
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Presenting creative reporting to clients and team members through storytelling
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Implementing learnings to enhance future processes and strategies
Responsibilities
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Setting the foundation for Marketing Operations excellence
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Manage and perform Marketing Automation Platform/CRM setups (primarily Hubspot)
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Manage and perform migrations to new Marketing Automation Platforms/CRMs (primarily Hubspot)
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Clean up existing Marketing Automation Platforms/CRMs
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Typical clean-up tasks include:
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Deduplication (via Insycle)
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Field standardization
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Asset organization
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Contact purges
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Sync error resolutions
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Sync setting updates
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Compliance program setup
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Custom field consolidation
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Set up any custom objects or custom behavioral events
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Ensure platform integration syncs are accurate and clean
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Strategize sales and marketing alignment automation within the Marketing Automation Platform/CRM
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Lead program strategy and implementation including:
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Target audience builds (e.g., ICP criteria and decision-maker makeup)
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List segmentation
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Lifecycle funnel automation
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Workflow development
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Scoring model creation
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Optimizing and expanding existing Marketing Ops setups
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Build dashboards within the CRM for revenue teams that contain important metrics and KPIs for each leader
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Lead qualification automation optimizations
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Campaign creation & SOPs
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System troubleshooting & additional customizations
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Additional custom reports & dashboards
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High-level sales operations processes and functions within the CRM
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KPI field setup & tracking (e.g., Lead status date stamps, speed to lead tracking)
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Sales performance & activity reports
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Operational and day-to-day SOP creation for CRM utilization and clean data entry
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Support internal growth of the Marketing Ops Department
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Audit systems of prospective/existing clients
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Actively identify opportunities to improve products/services beyond their accounts
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Mentor team members and hold strategy sessions on accounts they support
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Review and provide feedback to junior team members on reports & deliverables
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Assist with developing our product offering and share insights with the team
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Document all processes and conduct trainings for client and/or sales team members
Qualifications
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4+ years experience in marketing operations or related role
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Expert in Hubspot and proficient in Pardot (any other MAP and CRM platforms are a plus!)
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High proficiency in Salesforce with the ability to perform intermediate functions including:
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Report and dashboard builds
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Campaign setup and reporting
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Field setup and mapping
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Record customization
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Intermediate to advanced automation builds
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Experience with various sales and marketing systems and tools (e.g., ZoomInfo, SalesLoft, Insycle, 6Sense) and understanding of how they interact with a Marketing Automation Platform and/or CRM
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Ability to quickly troubleshoot issues within the marketing technology stack (including the CRM)
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Experience building out complex processes and automations
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Ability to be client-facing and discuss complex strategies and recommendations with the client
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Comfortable with ambiguity and able to structure complex issues
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Excellent organizational, time-management, and prioritization skills
Requirements
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Proficiency in spoken and written English at an advanced level
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This is a contract, project-based position
KPI (Key Performance Indicators)
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Leads 6 - 8 clients (more of our complex clients)
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RPE goal of $25k/month
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90% client retention rate
MITs (Most Important Things)
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Manage accounts with the highest workflow volume or complexity with positive feedback
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Lead trainings and play an active role in team member development and support within the department
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Collaborate closely with team members across internal departments and roles