About the role

  • B2B Marketing Operations Manager for Purchasing Power enhancing employer-partner engagement through operational processes. Develop marketing strategies and improve performance across B2B initiatives in a hybrid role.

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

B2B Marketing Operations Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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