Marketing Operations Specialist in charge of executing and optimizing marketing automation and lifecycle programs for a SaaS company. Support campaign infrastructure, ensure data integrity, and improve operational workflows.
About the role
- Director of Marketing Operations leading campaign automation and data-driven marketing strategies. Overseeing marketing operations and collaborating closely with sales and leadership teams to drive revenue.
Responsibilities
- AI & Automation Strategy: Transform manual marketing & BDR processes into automated, scalable workflows across campaign execution, lead management, and content distribution
- Data Enrichment & Segmentation: Lead advanced enrichment strategies using tools such as Clay and UserGems to build highly targeted audiences and trigger-based outreach
- Experimentation: Design and execute operational experiments to evolve beyond traditional funnel models (e.g., static lead scoring) toward real-time intent and AI-driven propensity modeling
- Modern Prospecting Infrastructure: Partner with BDR leadership to replace volume-based outreach with insight-driven engagement powered by enriched data and intent signals
- Enrichment Automation: Build and manage automated “waterfall” enrichment processes that provide actionable prospect intelligence, not just contact data
- Sales & Marketing Alignment: Own the systems integration layer, ensuring insights and signals are accurately and effectively operationalized within Salesforce
- Roadmap & Planning: Define and own the Marketing Operations roadmap, including annual priorities, budget management, and performance tracking
- Revenue Alignment: Partner with Marketing and Finance leadership to ensure marketing investments are aligned to pipeline and revenue outcomes
- Team Leadership: Mentor internal team members and external partners, driving adoption of AI-first principles and operational excellence
- Technology Architecture: Serve as the primary owner and architect of the marketing tech stack, including Clay, HubSpot, Salesforce, Revsure, Netline, Breakout.io, 6Sense, UserGems, Nooks, Outreach, Neuron (data enrichments) and more
- Campaign Operations: Oversee execution of campaigns, including events, webinars, and content launches
- Operational Excellence: Maintain system health and compliance, including workflow optimization, data hygiene, email deliverability, and consent management
Requirements
- 10+ years of experience in Marketing Operations or Sales Operations within B2B environments
- Deep expertise in HubSpot and Salesforce (required)
- Proven experience managing and optimizing complex marketing technology stacks
- Hands-on experience with AI and automation tools (e.g., Clay, Zapier, Make, LLM- and agent-based workflows)
- Strong understanding of BDR workflows and prospecting infrastructure
- Experience with attribution and planning tools (e.g., Revsure) is a plus
- Advanced proficiency in Clay, including building tables, using Claygent, and integrating with CRM/ESP systems (Nice to Have)
- Experience operationalizing intent data (e.g., G2) into outbound and sales workflows (Nice to Have)
- Track record of building scalable, data-driven GTM systems (Nice to Have)
Benefits
- Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
- Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
- Annual Stipends: Dedicated funds for your professional development and caretaking needs.
- Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
- Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
- Premium Tools: The latest Apple hardware to empower you to do your best work.
- Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.
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