Responsible for driving the strategy, execution, and optimization of marketing operations that support Coterie’s growth across all distribution partners and audiences.
Ensures the marketing organization operates efficiently by managing marketing technology, data, campaign operations, and reporting infrastructure.
Partners with other members of marketing, growth/revenue, insurance, and technology teams to develop scalable systems and processes that support agent and customer acquisition, partner engagement, customer retention, and pipeline growth.
Ensures marketing programs are measurable, data-driven, and aligned with revenue goals.
Serves as the operational backbone of the marketing team, ensuring campaigns, automation, and reporting systems are optimized to deliver measurable ROI and continuous improvement.
Develops and executes marketing operations processes and systems that enable scalable campaign execution, data-driven decision making, and measurable marketing performance.
Manages and supports 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 supports 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.
Develops 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.
Analyzes marketing performance data and provides insights to inform strategy, optimization, and investment decisions.
Oversees marketing operations vendors and technology partners to ensure systems are optimized and aligned with business goals.

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.
Experience in insurance, fintech, or insurtech industries is strongly preferred but not required.

Benefits

100% remote
Health insurance through Aetna (we pay 100% of premiums)
Dental and vision insurance through Guardian (we pay 100% of premiums)
Basic life insurance (we pay 100% of premiums)
Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
401K plan (up 4% match with immediate vest).
Must be 21 years of age or older to participate
Flexible PTO policy offering up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment.
After the first year of employment and effective as of the anniversary date, eligibility transitions to up to 4 to 5 weeks of time off annually to recharge and sustain long-term success.
12 company-paid holidays each year
Continuing education annual stipend

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

marketing operationsdata-driven decision makingcampaign executionlead managementlifecycle nurturingmarketing performance measurementattribution modelingpipeline managementcampaign optimizationmarketing analytics

Soft Skills

strategic thinkingcollaborationproject managementcommunicationteam leadershipproblem-solvingorganizational skillsdata analysiscreative thinkingquality assurance