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Jobs(38,923)/Marketing Manager Role(752)/ncontracts (20) - Senior Marketing Operations Specialist
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ncontracts - Senior Marketing Operations Specialist

Remote - USA *3d ago
RemoteSeniorNAFintechSoftwareMarketing ManagerSales ManagerExcelGoogle SheetsReportingB2BData QualityDocumentationData GovernanceGovernanceSQLSalesforce

Requirements

• Salesforce Administrator certification or equivalent hands-on administration experience • Experience with HubSpot, 6sense, Clay, or other marketing automation and ABM platforms • Background in financial services, compliance, fintech, or B2B SaaS • Familiarity with multi-touch attribution models and revenue attribution tools • Experience supporting or collaborating with ABM, demand generation, or field marketing teams

Responsibilities

• Salesforce Reporting & Dashboard Development • Build and maintain the Salesforce dashboards and reports the team relies on daily, covering pipeline health, funnel stage progression, lead source performance, and campaign attribution • Own account-level dashboards that show how we’re engaging with target accounts, how deep our penetration is, and where ABM is influencing pipeline • Produce and deliver recurring marketing performance reports that cover campaign attribution, lead source ROI, and how marketing touches are influencing deals across the funnel • Work closely with campaign and ABM teams when new programs launch to make sure tracking and attribution are set up correctly in Salesforce from day one • Pull ad hoc reports and data cuts when leadership or stakeholders need answers fast • Spot gaps in what we’re measuring and take the initiative to build views that give the team better visibility into what marketing is contributing to pipeline • Data Quality & Pipeline Hygiene • Run regular data quality audits in Salesforce to make sure contact, account, and opportunity records are complete and accurate enough to trust • Track down and fix duplicate records, orphaned contacts, and data integrity issues before they start showing up in reports • Keep data governance standards in place across field usage, picklist values, and record ownership so the database stays consistent as the team grows • Contribute to database standardization and enrichment efforts, including firmographic and technographic data programs that keep our records sharp • Keep an eye on the HubSpot-to-Salesforce sync and jump in quickly when data flow failures start affecting lead and contact records • Lead Management & Lifecycle Tracking • Manage lead creation, validation, and status workflows in Salesforce so every lead is tracked accurately through its lifecycle • Watch lead routing rules and assignment logic for problems and resolve issues when leads aren’t getting to the right people • Check that leads are complete and meet qualification criteria before they move from marketing to sales • When new lead sources or campaign types come online, make sure they’re set up correctly in Salesforce with proper tagging and attribution from the start • Process Execution & Documentation • Keep documentation current for reporting processes, data standards, and operational workflows so the team always has a reliable reference • Own QA and testing for new Salesforce workflows, validation rules, and system updates before anything goes into production • Own monitoring across the marketing tech stack integrations and stay on top of data flow issues before they affect reporting accuracy • 3 to 5 years in marketing operations, sales operations, revenue operations, or another role where you were deep in CRM data on a daily basis • Real Salesforce proficiency, meaning you’ve built custom report types, cross-object reports, and dynamic dashboards and know your way around leads, contacts, accounts, and opportunities • Solid understanding of B2B lead management, including lifecycle stages, lead routing, MQL/SQL definitions, and what a good marketing-to-sales handoff looks like • Experience actually owning data quality, not just contributing to it. Deduplication, enrichment, audits, governance, the whole thing • Comfort with campaign attribution models and a track record of connecting marketing activity to pipeline outcomes in Salesforce • The kind of attention to detail that makes you genuinely uncomfortable when data is wrong or reports don’t add up • Ability to juggle multiple projects and stakeholders without things falling through the cracks • You can take a messy data set and turn it into a clear, concise summary that someone without a Salesforce login can actually act on • Proficiency in Excel or Google Sheets for data manipulation and analysis

Benefits

• A fun, fast-paced work environment • Responsible PTO Plan that meets or exceeds state and local medical and family leave laws • 11 paid holidays • Community and social events to keep you connected and engaged • Medical, Dental and Vision insurance • Company-paid Group Life Insurance, Short- and Long-Term Disability • Flexible Spending Account & Health Savings Account • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice • Pet Insurance • 401 (k) with company match with eligibility on Day 1 of employment • 2 Paid Volunteer Time Off Days • And much more! • Part-Time, Temporary, Contractor, and Intern positions are not eligible for company benefits, including paid time off, health insurance, and other employee benefit programs. • AAP/EEO Statement

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