insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics. We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com. 

The Marketing Operations Manager will drive operational excellence for the marketing team and overall GTM functions. 

This role is process oriented and detail focused. You will be responsible for building and improving our lead to opportunity funnel by shortening lead time to action, increasing conversion rates, and enhancing funnel reporting. You will scrutinize the minutia of how existing processes work and recommend solutions to improve business outcomes.

This is a technical role that will be responsible for administration of marketing technology, processes, and data integrations. 

Experience with B2B lead capture, routing, data strategy, analytics and developing processes that support these areas will play a key role in your success in this position. 

What will you do? 

• Own the marketing lifecycle. You will improve existing processes within the lead to opportunity funnel (lead capture, BDR handoff, qualification, stage tracking). 

• Own data strategy within the MarTech stack (Salesforce/Pardot), including implementation of 3rd party tools 

• Enhance funnel reporting through improved data collection & activity tracking 

• Identify and champion process improvements that increase pipeline generation 

• Act as a project manager to drive strategic projects from conception to completion (e.g. contact enrichment) 

• Work closely with the Business Systems & Marketing Automation to build & test new fields and workflows in Salesforce/Pardot 

• Document and articulate the technical components of marketing infrastructure to non-techincal audiences

• Act as subject matter export (SME) to train marketing members on tools & processes 

• Actively keep on top of industry trends, product features and best practices 

Who are we looking for? 

• The thinker whose north star is the art of the possible. Your intellectual curiosity finds creative solutions to opportunities, and you are not complacent with doing things “how it always has been done.” 

• The tinkerer who gets under the hood. You understand technical capabilities (and limitations) of enterprise tools, how data flows between systems, and downstream impacts of process changes. 

• The analyst who makes data-driven decisions. You identify patterns, spot outliers and take action – you don’t wait for tasks to be assigned.    

• The team player who thrives through collaboration. You volunteer to take lead on projects and strive to make yourself and your colleagues better.     

• 2 years in B2B/SaaS marketing operations, automation or adjacent role 

• Proven experience building & reporting on lead lifecycle (capture, handoff, qualification, stage/conversion tracking) 

• Salesforce/Pardot technical knowledge preferred  

• Strong analytic acumen and problem-solving skill; comfortable building datasets and deriving insights with Excel, BI tools 

• Detail-oriented, you don’t sacrifice quality for timeliness   

Expectations 

• Strong written and verbal communicator capable of clearly articulating ideas and solutions. Interacts effectively with cross-functional teams & may own check-in meetings. Strong attention to detail and is not error-prone. 

• Track record of installing new processes in the lead lifecycle & improving efficiency of existing ones.

• Takes full ownership of projects and tasks assigned while seeing them through to completion. Communicates roadblocks early, keeps leadership and stakeholders appraised of progress, and escalates appropriately. Prioritizes competing tasks effectively.  

• Critical thinker who is able to identify and address complex problems before they turn into larger issues. May not have all of the answers but can self-resource and take initiative to resolve. Adds value to meetings & speaks up with ideas.

• Has a strong grasp of data analysis and calls out actionable insights, for example, identifying poor sources of MQL-SQL lead conversion. Identifies areas of opportunity & risks alike through data. Has the ability to manipulate data sets (vlookup, pivots). 

All your information will be kept confidential according to EEO guidelines.

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** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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