Marketing Automation and Operations Manager
Altruist
About Altruist
Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!
Altruist is entering an exciting phase, and we're looking for a Marketing Automation Operations Manager to join our quickly scaling Marketing team!
What You’ll Do
You’ll play a critical role driving growth by developing best in class marketing automation and operations capabilities. Working cross-functionally with marketing, sales, and product teams you’ll drive the delivery of seamless experiences throughout the customer journey. You’ll develop and manage systems to take a user all the way from their first web session to becoming a valued customer on the Altruist platform.
- Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
- Oversee the setup, configuration, and management of marketing automation platforms such as HubSpot, Reply.io, and similar tools to streamline marketing workflows and campaigns
- Collaborate with cross-functional teams including marketing, sales, and product to create and execute automated marketing campaigns that target key segments and personas
- Analyze and optimize marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
- Manage the integration of marketing automation platforms with CRM systems (e.g., Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
- Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders
- Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement
- Stay current with industry trends and best practices in marketing automation, making recommendations for new tools, technologies, and strategies to enhance marketing operations.
- Train and support marketing and sales teams in using marketing automation tools effectively, including providing guidance on campaign setup, segmentation, and A/B testing
What You’ll Bring
- Bachelor's degree in Marketing, Business Administration, or related field
- 3+ years of experience in marketing automation, operations, or related roles, preferably within the B2B SaaS industry
- Proven experience with marketing automation platforms such as HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus
- Strong analytical skills with the ability to interpret data, identify trends, and make data-driven recommendations for optimization
- Excellent project management skills with the ability to manage multiple projects simultaneously and meet tight deadlines
- Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
- Proficiency in CRM systems such as Salesforce, including experience with data management and integration between CRM and marketing automation platforms
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and external stakeholders
- Self-motivated and proactive with a strong attention to detail and a commitment to delivering high-quality results
- Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and business needs.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Benefits
- Competitive salary and stock options
- Premium Healthcare, Dental, and Vision insurance plans
- Generous paid parental leave
- 401(k) savings plan with matching contributions
- Flexible paid time off
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.