Chartbeat

Marketing Operations

• Oversee and optimize the marketing technology stack (with a strong focus on HubSpot), ensuring systems are integrated and effective.
• Lead the configuration and optimization of two HubSpot instances with two brands in each instance, both trouble-shooting issues and refining existing processes and building out net new ones.
• Develop and implement best practices for lead management, scoring, segmentation, and nurturing, creating automated workflows that support campaign success and drive customer acquisition.
• Conduct regular audits of marketing operations processes and technologies, identifying areas for improvement and implementing scalable solutions to support growth.
• Manage data integrity and ensure accurate data collection via forms, developing robust reporting and analytics capabilities to support data-driven decision-making across the organization.
• Collaborate with cross-functional teams to align marketing operations with broader company objectives and other operations teams (revenue, product, customer experience etc.) to ensure our systems work seamlessly.
• Serve as the subject matter expert on marketing technology, providing training and support to team members on best practices for using tools effectively and maximizing marketing impact.
• Manage the Marketing’s team Monday.com instance by creating automation that enhances the team’s project management capabilities.
• Monitor and report on key marketing performance metrics (e.g., MQLs, conversion rates, ROI), delivering actionable insights and recommendations to improve marketing effectiveness.

Marketing Operations Manager

Revenue Operations

• Serve as the owner of Salesforce and connected GTM systems, including Sales Cloud, CPQ, Conga, and integrations.
• Own the end-to-end revenue data model across lead, opportunity, quote, contract, renewal, and expansion workflows.
• Define and manage the roadmap for revenue systems, balancing new capabilities, usability, and technical debt.
• Ensure systems are reliable, scalable, and trusted as the operational system of record.
• Partner with Sales, Marketing, Customer Success, Product, Finance, and Leadership to translate business needs into effective system design.
• Balance competing stakeholder priorities and make thoughtful tradeoffs in service of the company as a whole.
• Ensure systems support how teams actually work, not just how metrics are reported.
• Design dashboards and forecasting frameworks that provide leadership with clear visibility into performance, risk, and opportunity.
• Architect, administer, and continuously improve the Salesforce instance, including Sales Cloud, CPQ, and Conga.
• Establish guardrails, controls, and validation to maintain data integrity without slowing teams down.
• Lead and develop a team covering Business Intelligence and Salesforce Administration.

Senior Director, Revenue Systems and Data

Designer

• Execute production-ready design assets using pre-existing templates and brand libraries
• Create and update marketing and internal materials including slide decks, digital ads, one-pagers, and internal documents
• Resize, reformat, and version design files for multiple platforms and channels
• Ensure visual consistency and technical accuracy across all outputs
• Collaborate with designers, content creators, and marketers to meet fast-paced production timelines
• Organize and maintain Figma libraries and file structures for accessibility and clarity

Production Designer

Events

• Assist in the planning and execution of all Marketing events, including trade shows, conferences and hospitality events.
• Owning hospitality logistics such as venue selection, catering, and vendor management.
• Work with the content team to develop event collateral, presentations, and promotional materials.
• Manage relationships with external vendors, partners, and internal teams to ensure event success.
• Monitor travel expenses and work with the team to ensure costs are managed efficiently.
• Work closely with other teams such as Sales and Customer Success to align event content and objectives with business goals.

Marketing Operations Manager

Senior Director, Revenue Systems and Data

Production Designer

Event Marketing Coordinator