Marketing Operations Director

• Own and optimize the marketing tech stack (e.g., CRM, marketing automation, attribution, analytics tools)

• Partner closely with Sales Ops / RevOps to ensure clean data flow across the funnel

• Lead implementation, integration, and ongoing optimization of tools and platforms

• Define and maintain funnel metrics from lead → MQL → SQL → revenue

• Build dashboards and reporting that drive decision-making (not vanity metrics)

• Own attribution models and performance measurement across channels

• Ensure data integrity, governance, and documentation

• Design scalable marketing processes (campaign planning, launches, lead routing, SLAs)

• Improve operational efficiency through automation and clear workflows

• Create playbooks and documentation to support a growing team

• Partner with demand gen, content, and product marketing to operationalize campaigns

• Manage campaign setup, QA, segmentation, and post-launch analysis

• Enable experimentation through testing frameworks and performance insights

• Act as a strategic partner to Sales, Customer Success, Finance, and Product

• Translate business goals into operational requirements

• Help align GTM teams around shared definitions, metrics, and outcomes

• 5-10 years of experience in Marketing Operations, Revenue Operations, or Growth Ops

• Deep experience with CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo)

• Experience using AI tools such as Anthropic to build workflows and enable visualization

• Strong analytical skills and comfort working with data, dashboards, and reporting

• Proven ability to design processes that scale

• Experience partnering with Sales / Rev Ops in a B2B environment

• Experience in a high-growth environment

• Familiarity with attribution tools, CDPs, or BI tools (e.g., Looker, Tableau, Amplitude)

• Understanding of PLG or hybrid sales motions

• Experience supporting both inbound and outbound motions

• Marketing leaders trust your data and insights to make decisions

• Campaigns launch smoothly and scale without breaking systems

• Funnel metrics are clearly defined, visible, and improving

• Marketing and Sales operate from a shared source of truth

• The team spends less time fixing processes and more time driving growth

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is Jump is backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.