Marketing Operations

• Manage the operational delivery of marketing products and services for a portfolio of designated client accounts.
• Build and maintain client relationships to demonstrate program value, support product adoption, and drive renewal and growth across assigned lines of business.
• Partner with internal stakeholders to ensure contracted services are delivered accurately and on time.
• Provide clients with the expertise needed to maximize product usage and outcomes.
• Coordinate campaign delivery for designated client accounts across marketing products and services.
• Partner with the Sales team to scope and size new client opportunities and renewals in alignment with business growth objectives.
• Lead client calls to communicate program performance, share insights, and recommend next steps.
• Conduct regular client check-ins to ensure products and services are utilized effectively and that clients are realizing measurable value from their investment.
• Identify, coordinate, and support client training needs to drive product adoption and maximize usage.
• Ensure on-time, within-contract delivery of all contracted products and services.
• Track client usage and prepare monthly reports to support revenue recognition processes.

Marketing Operations Associate

• Support day-to-day HubSpot tasks including contact management, list building, workflow updates, property creation, form management and report and dashboard creation
• Help maintain and resolve field mapping issues, sync errors, and data consistency
• Support enrichment workflows using tools like ZoomInfo, Clay, or similar platforms to keep data accurate
• Execute ongoing data hygiene work including deduplication, field standardization, list cleanup, and segmentation
• Support HubSpot workflow builds and updates that support campaign launches, and lead routing
• Build and manage email sequences in Outreach.io , create and maintain prospect views and lists, and manage Chili Piper Rules and Routers
• Document workflows, processes, and field definitions to support team knowledge and continuity

Marketing Operations Manager

• Manage and calculate Spiffs/STIs to incentivize and reward sales teams, boosting performance.
• Process Spark points for positive customer reviews, encouraging a culture of excellence.
• Accurately code and process invoices, ensuring timely payments and maintaining financial records.
• Develop and implement streamlined sales and marketing operational processes, enhancing efficiency.
• Monitor and analyze sales and marketing data, identifying trends and areas for improvement and optimization.
• Collaborate closely with the sales and marketing teams, understanding their needs and providing effective operational support.
• Ensure compliance with company policies and procedures, maintaining a professional and ethical work environment.
• Stay updated on industry trends and best practices, suggesting innovative solutions to enhance our operations.
• Provide regular, data-driven reports and insights to management, offering recommendations for strategic decisions.
• Assist in the development and execution of strategic sales and marketing plans, contributing to the achievement of business goals.

Sales & Marketing Operations Specialist

• Build and manage end-to-end patient outreach journeys in Braze, driving patient enrollment, engagement, and retention
• Collaborate cross-functionally with data engineering, product and account teams to ensure campaign logic, data fields, and workflows support both business and operational goals
• Monitor performance across engagement, conversion, and retention metrics. Helping translate CRM impact on core business OKRs
• Proactively identify operational challenges and opportunities and support developing the solution in partnership with cross-functional partners
• Maintain CRM infrastructure and integrations, with support from data and engineering
• Act as a technical owner for the lifecycle programs you build, ensuring QA, accurate targeting, and clean reporting
• Leverage advanced personalization, including Liquid logic, dynamic content, and nuanced targeting
• Help define and evolve best-in-class CRM operating procedures, including day-to-day operability and long-term, strategic goals

Manager, Lifecycle Marketing Operations

• Play a crucial role in supporting our project management and marketing operations team
• Assist in the communication, development, and execution of marketing projects across the national team
• Assist in building out, scoping, kicking off, and launching cross functional marketing campaigns
• Manage assigned projects through completion and launch
• Support in the management of project management platform (Wrike), including AI components and reporting
• Document marketing workflows, identify bottlenecks, and assist in automating manual tasks
• Assist in coordination across various teams within MarComm
• Support company-wide strategic initiatives directly impacting company goals

Marketing Operations Intern

• Own Health & Wellness Marketing’s operating system
• Enable consistent delivery through clear intake and prioritization
• Establish and run the intake and prioritization engine
• Drive standardization of operational artifacts
• Lead process mapping and documentation

VP, H&W Marketing Operations Enablement

• Drive the end-to-end execution of multi-channel marketing programs
• Manage email program including list management, drip sequences, and customer communications
• Conceptualize and develop high-impact collateral like eBooks, white papers, and blogs
• Collaborate with Sales and Account Management teams to support webinars and trade shows
• Partner with external agency
• Report critical performance metrics in collaboration with SVP of Growth and Partnerships

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