CFRA Research

Marketing Operations

• Serve as primary HubSpot administrator: manage the portal, build and maintain workflows, automations, lead scoring, and campaign assets (landing pages, forms, emails, lists)
• Build and launch marketing campaigns end-to-end — from workflow logic to asset creation to post-launch reporting
• Own marketing analytics and reporting: campaign performance, engagement scoring, pipeline attribution, and ad hoc reporting for leadership
• Maintain data hygiene and process alignment between HubSpot and Salesforce, working closely with sales operations to ensure clean handoffs and accurate attribution
• Manage website updates and content publishing in WordPress , coordinating with marketing on landing pages, campaign microsites, and ongoing site maintenance
• Edit and produce video content (webinar clips, analyst commentary, promotional content) for use across web, email, and social channels
• Upload, format, and manage video content on YouTube, including titles, descriptions, thumbnails, and playlist organization
• Troubleshoot and optimize marketing tech stack performance, flagging and resolving integration or data issues

Marketing Operations Manager

Account Manager

• Support the team servicing existing accounts
• Develop account strategy and execution
• Build and maintain relationships with clients
• Ensure revenue retention and growth
• Cross-sell initiatives and act as primary liaison

Marketing Operations Manager

Marketing Operations Manager

Associate Vice President – Account Management