Red Oak ISD

Marketing Operations

• Support the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth.
• Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and integrations with Salesforce.
• Support data hygiene, list uploads, and campaign set-up to ensure accurate targeting and segmentation.
• Partner with Marketing to track and report on campaign performance and monitor lead scoring, routing, and campaign attribution processes.
• Build dashboards and reports in Salesforce and/or BI tools to measure lead flow, funnel conversion, and ROI.
• Ensure marketing data accuracy by running regular audits and identifying areas for improvement.
• Support pipeline analysis, marketing contribution reporting, and prepare monthly/quarterly business reviews (QBRs).
• Work cross-functionally with Sales and Sales Operations to ensure proper attribution, lead-to-opportunity tracking, and smooth lead handoff.
• Document and maintain marketing operations processes and workflows; support testing and rollout of new tools, campaigns, or processes across the GTM team.

Marketing Operations Analyst

Security Engineer

• Own Red Oak’s SOC 2 Type II audit program, including control definition, gap assessments, evidence gathering, and renewals.
• Respond to customer RFPs, security questionnaires, and vendor risk reviews.
• Guide implementation and alignment with frameworks like NIST CSF, ISO 27001, and GDPR/CCPA.
• Maintain and evolve security policies, training programs, and internal documentation.
• Partner with Legal, Sales, and Engineering to ensure contractual and regulatory security obligations are met.
• Lead vulnerability management, penetration testing coordination, and threat modeling efforts.
• Monitor security risks across infrastructure, application, and third-party services.
• Build or integrate a lightweight Security Operations Center (SOC) model, including incident response playbooks and post-incident analysis.
• Drive adoption of security automation, alerting, and monitoring tools.
• Partner with Engineering on secure development practices, including code reviews, dependency scanning, and CI/CD hardening.
• Participate in architecture reviews to ensure secure-by-default system design.
• Help enforce PII handling standards, encryption policies, and access controls in line with privacy regulations.
• Define and evolve Red Oak’s security roadmap, including tool selection, team growth, and control maturity.
• Track and report on key security KPIs and represent security posture to customers, partners, and executives.
• Build and lead a security team over time as business needs grow.

Head of Information Security

Engineering Manager

• Direct product development teams in the delivery of software supporting the company’s products
• Work in a fast paced, agile environment, collaborating with stakeholders and Product Management
• Manage delivery of initiatives and sprints based on the Product Roadmap
• Translate business objectives clearly and develop team strategies to support them
• Establish best practices for frontend software development at Red Oak
• Coordinate development, test, and production release of new features
• Coordinate maintenance activities required to support existing features
• Research and recommend software products to support new development
• Track and report on key performance indicators and metrics for all phases of delivery and continuous improvement
• Escalate issues, risks, and changes in a timely, structured manner
• Identify process gaps and build capabilities to grow and improve
• Collaborate with senior staff and architects on continually improving systems architecture
• Manage, coach and mentor a team of software engineers
• Conduct performance appraisals and perform salary administration; recruit and hire new staff members
• Develop the capabilities and skill levels of the Engineering Team to ensure career growth opportunities
• Provide regular reporting on projects, resources and state of the department
• Develop and manage the department budget, ensuring cost-effective solutions and resource allocation
• Ensure the security of the Red Oak application and conduct regular security training for the engineering team

Account Executive

• Drive new business growth and expand Red Oak’s footprint within the financial services industry.
• Own the full sales cycle: prospecting, qualification, discovery, solution presentation, proposal development, negotiation, and closing.
• Develop and execute targeted sales strategies to acquire new customers and expand market share.
• Collaborate with Product, Marketing, and Revenue Operations to align on go-to-market strategies and ensure a seamless buyer experience.
• Lead contract initiation and execution with clients and external partners, ensuring accuracy, compliance, and timely delivery.
• Monitor and analyze key performance metrics such as pipeline velocity, win rates, and revenue targets; take corrective action when performance is below expectations.
• Maintain a deep understanding of Red Oak’s expanding product portfolio and effectively position solutions against competitors.
• Build and maintain strong relationships with key stakeholders, including C-level executives, compliance officers, and technology leaders.
• Represent Red Oak at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities.