Senior Marketing Operations Manager

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

The Sales Strategy, Operations, & Enablement (SSOE) team is at the epicenter of a rapidly growing business focused on acquiring new B2B customers in the Financial Services space. We are general athletes who have the strategic agility to flex into different parts of the organization to provide thought leadership and operational scale. The team is adept at  transitioning between high-level strategy and tactical execution, and managing competing priorities in a fast-paced, ever-changing business environment. 

We are seeking a talented Senior Marketing Operations Manager who can help us grow our revenue and customer base by optimizing our demand generation motions and improving how we operate our marketing tech stack. The ideal candidate is an analytical problem solver, bringing data-backed expertise across the many domains of revenue strategy and operations. This teammate must have keen instincts for building revenue generating machines and a passion for marketing analytics. 

• Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels..
• Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
• Own the operational foundation of Demand Generation. Understand what tools to use and when to use them to drive Marketing Qualified Leads (MQL) volume for the Sales team.
• Drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies that accelerate pipeline growth and conversion.
• Partake in operationalizing strategic initiatives in support of the broader Go-to-Market (GTM) team - sometimes, as a project leader, other times, as a key contributor.
• Develop and execute a customer segmentation strategy based on behavioral, firmographic, and intent data to power effective, multi-channel marketing campaigns.

• 7+ years of experience in marketing operations, revenue operations, and/or sales operations.
• Expert understanding of the lead-to-revenue lifecycle, with proven experience tracking and connecting data touchpoints across web traffic, buyer intent signals, lead capture, and Salesforce pipeline.
• At least one certification with Salesforce, Pardot (Salesforce Marketing Cloud Account Engagement) or Marketo.
• Advanced command of Salesforce functions, capabilities, flows, data structures, and data schema.
• Strong proficiency in Structured Query Language (SQL) for querying complex databases, data manipulation, and advanced pipeline analysis.
• Ability to construct Tableau dashboards, leveraging logical functions and parameters to translate complex data sets into clean, actionable executive visualizations.
• An innate curiosity and analytical mindset to dive deep into business data, identifying friction points and optimization opportunities across any domain.

• Experience working directly with paid marketing channel platforms (e.g. Google Ads, LinkedIn, social media, etc).
• Extensive understanding of infrastructural and operational design principles related to Account Based Marketing (ABM) and multi-touch attribution models.
• Proven experience leveraging Gen AI and LLMs to automate complex workflows, scale operational infrastructure, and eliminate manual bottlenecks.
• Background in Financial Advisory Services, Residential Real Estate, or Insurance industries. 

• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)