Marketing Automation Specialist driving communications and optimizing campaigns using Marketo at Smartsheet. Collaborating across various platforms for seamless execution of marketing operations.
About the role
- B2B Marketing Operations Manager developing operational processes for fintech company Purchasing Power. Collaborating with sales to drive marketing effectiveness in the employer space.
Responsibilities
- Develop and implement operational processes that support B2B marketing efforts.
- Implement scalable solutions to improve workflow and productivity and identify opportunities to enhance performance dashboards to measure operational effectiveness.
- Own and manage all marketing automation platforms.
- Support campaign builds, QA, and deployment across channels (email, paid media, webinars, events, etc.).
- Develop scalable workflows for lead nurturing and segmentation.
- Partner with team members on demand generation, events, and content efforts to ensure operational excellence.
- Monitor funnel performance and identify optimization opportunities.
- Track performance of campaigns and assets so we know what’s landing well, where we’re seeing engagement, and what needs to evolve.
- Use AI‑assisted tools to streamline content development, improve workflow efficiency, and help the team work smarter across campaigns.
- Support foundational marketing operations needs — simple list pulls, segmentation, basic performance reporting, and helping ensure data consistency across employer outreach.
- Represent the company at marketing tradeshows, industry conferences, and client events to support lead generation and brand visibility.
- Work with Sales Operations to improve pipeline visibility and conversion and ensure information flows correctly through Salesforce and Marketo as our B2B tools mature.
- Assist in building and scaling our B2B marketing processes — helping document workflows, maintain consistency, and introduce automation as tools expand.
- Coordinate with vendors or external creative partners when needed to support the production of prospect and employer‑facing materials.
- Provide basic budget awareness (what’s driving value, what’s being used, where materials are most effective) to help Marketing prioritize resources.
Requirements
- Over 5 years of B2B marketing experience, ideally within financial services, fintech, benefits, or employer-focused industries.
- Comfort working closely with Sales, tailoring materials and approaches to their workflow.
- Excellent project management skills
- The ability to build simple, repeatable processes without layers of tech — but also the ability to adopt new tools as our B2B engine grows.
- Curiosity, sound judgment, and a practical approach to testing, learning, and iterating.
- Proficient in Salesforce, Marketo, or similar CRM/automation tools and comfortable navigating, partnering with technical owners, and supporting clean data and workflows.
- Comfort using AI‑enabled tools to support idea generation, analytics, and workflow efficiency.
Benefits
- Hybrid work model (Onsite/Offsite)
- Comprehensive benefits: medical, dental, vision, company paid Basic Life/AD&D
- 401k Retirement Plan
- Paid Time Off
- Career Development
- Employee Purchase Program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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