Marketing Operations Manager

MAI WEALTH MANAGEMENT, INC.•Independence, OH

1d•$75,000 - $100,000

About The Position

As the Strategic Execution Lead within the marketing team, the Marketing Operations Manager serves as the operational engine for the firm’s growth initiatives. This role focuses on operationalizing the digital roadmap through the hands-on configuration, maintenance, and optimization of the systems and processes that power our marketing ecosystem. Reporting to the Head of Digital and Integrated Marketing, you will be responsible for the technical execution of the “Lead-to-Revenue” journey, ensuring our technology stack—specifically HubSpot, Seismic, and Salesforce—is configured to drive workflow efficiency and deliver clear ROI. Working in close alignment with leadership’s strategic objectives, you will manage the data flows and reporting frameworks that provide actionable insights, ensuring marketing remains a measurable, high-performing driver of business development and client retention.

Requirements

Bachelor’s degree in Business, Marketing, Analytics, or a related field.
8+ years in Marketing Operations or RevOps, with a proven track record of managing complex tech ecosystems in a high-growth or financial services environment.
Power-user status in HubSpot Marketing Hub, Seismic and Salesforce.
Experience with advanced data visualization tools (e.g., Tableau, Power BI) and a deep understanding of Google Analytics 4 (GA4).
Proven ability to lead large-scale digital transformations, such as website redesigns and replatforming.
Systems Thinker: You don't just see a campaign; you see the workflow, the data trigger, and the reporting output.
Agile Mindset: Ability to thrive in a fast-paced environment, managing multiple high-priority projects without losing sight of technical precision.
Communication Bridge: You can translate "geek" to "Greek"—explaining complex technical limitations or opportunities to non-technical executive stakeholders.
Data-Obsessed: A natural inclination to challenge "gut feelings" with hard data and statistical significance.
Integrity & Discretion: Given the sensitivity of financial data, you maintain the highest standards of confidentiality and ethical data handling.

Nice To Haves

Certifications in HubSpot, Seismic, or Salesforce platforms are highly desirable.
Familiarity with HTML/CSS, API integrations, and SQL is a significant plus.

Responsibilities

Implement and manage the firm’s marketing technology stack, ensuring seamless integration between HubSpot, Seismic, Salesforce Financial Services Cloud (FSC), and third-party data tools.
Partner with Sales and Business Development to define lead-to-cash workflows, lead scoring models, and automated routing to ensure no opportunity is lost.
Act as the guardian of marketing data integrity. Establish protocols for data hygiene, compliance (GDPR/CCPA), and standardized naming conventions across all platforms.
Build and maintain multi-touch attribution models. Move beyond surface-level metrics to report on pipeline influence, customer acquisition cost (CAC), and lifetime value (LTV).
Managing campaign operations, ensuring proper targeting, and improving lead flow throughout the marketing funnel.
Evaluate emerging AI and automation technologies to identify opportunities for competitive advantage and operational efficiency.
Manage relationships and negotiations with technology partners, ensuring the firm maximizes its ROI on every seat and license.