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PerfectServe

Secure clinical communication and scheduling platform

Marketing Operations Manager

Growth & MarketingPosted on Nov 13
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of experience in Marketing Operations, Revenue Operations, Demand Operations, or a related B2B SaaS operations role.
  • Experience supporting complex B2B marketing and sales organizations with enterprise and/or multi-product go-to-market motions.
  • Strong experience with marketing automation platforms such as Marketing Cloud Account Engagement/Pardot and Salesforce CRM, including lifecycle management, lead and account routing, campaign architecture, and data integration.
  • Demonstrated experience with funnel analytics, lead scoring, attribution, campaign measurement, and marketing performance reporting.
  • Experience with intent data, account-based marketing platforms such as 6sense and Vector, enrichment tools such as Clay and ZoomInfo, and other go-to-market technologies.
  • Strong analytical capabilities, including experience with business intelligence and reporting tools and the ability to translate complex data into actionable insights.
  • Strong understanding of B2B SaaS funnel metrics, including marketing-qualified lead conversion, Sales acceptance, opportunity creation, pipeline contribution, velocity, and attribution.
  • Ability to work across Marketing and Sales and translate the needs of both functions into scalable processes.
  • Strong business judgment, attention to detail, and ability to balance recurring operational responsibilities with larger improvement initiatives.
  • Bias toward simplification, automation, scalability, and high-quality data.

Responsibilities

  • Own operational execution of the lead and account lifecycle from initial engagement through handoff to Sales.
  • Design lifecycle stages, qualification criteria, scoring models, and routing logic with Revenue Operations, Marketing, and Sales, then implement and maintain them.
  • Manage lead and account routing to ensure high-quality opportunities reach the appropriate business development representative or seller quickly and accurately.
  • Monitor marketing-qualified-lead-to-Sales acceptance, meeting conversion, opportunity creation, and other key funnel transitions to identify leakage and areas for improvement.
  • Maintain and monitor service-level agreements between Marketing, business development representatives, and Sales, surfacing breakdowns and partnering with leaders to resolve them.
  • Ensure funnel definitions and system logic remain consistent across Marketing and Sales platforms.
  • Assess the cross-functional impact of marketing operations initiatives and ensure alignment across systems, processes, and teams.
  • Own the operational infrastructure required to execute scalable, measurable marketing campaigns.
  • Manage marketing automation workflows, segmentation, campaign structure, audience logic, and operational quality assurance.
  • Partner with Marketing teams to ensure campaigns are properly configured, tracked, and measurable.
  • Establish campaign governance and naming conventions that create consistent and reliable reporting.
  • Identify opportunities to automate repetitive processes and improve campaign execution speed and accuracy.
  • Collaborate with data analysts to create dashboards and reporting that provide visibility into funnel performance, campaign contribution, pipeline generation, conversion, velocity, and marketing effectiveness.
  • Analyze performance across channels, campaigns, segments, products, personas, and stages of the buyer journey.
  • Identify funnel leakage, conversion trends, engagement patterns, and opportunities to improve Marketing's contribution to pipeline and revenue.
  • Help Marketing leadership understand what is driving business outcomes and where performance is changing, beyond reporting activity and volume.
  • Partner with Sales Operations to provide a connected view of the funnel from initial engagement through opportunity creation and revenue.
  • Design and own the attribution framework by selecting models, defining sourced versus influenced logic, and recommending changes as the funnel and buying journey evolve.
  • Ensure campaigns, contacts, accounts, and opportunities are structured appropriately to support reliable attribution and influence reporting.
  • Maintain data and process integrity across the systems used to measure marketing contribution.
  • Provide Marketing leadership with visibility into sourced and influenced pipeline, conversion, and campaign performance.
  • Help distinguish activity metrics from measures indicating meaningful progression toward pipeline and revenue.
  • Manage the day-to-day effectiveness and administration of marketing-specific technology within the broader go-to-market technology ecosystem.
  • Partner with Revenue Operations on technology evaluation, implementation, integration, consolidation, and governance.
  • Maintain integrations and data flows between marketing automation platforms, Salesforce, intent and account intelligence platforms, and other marketing systems.
  • Own the strategy for data quality, enrichment, duplication, consent, and other issues affecting the usability and reliability of marketing data.
  • Identify opportunities to use automation and artificial intelligence to improve segmentation, routing, data enrichment, campaign execution, and insight generation.
  • Evaluate whether technology is creating meaningful leverage or unnecessary complexity.
  • Operationalize account segmentation, targeting, intent signals, and account-based programs with Marketing and Sales.
  • Ensure intent and engagement signals are surfaced to the appropriate Sales and business development teams in a usable and actionable way.
  • Support workflows that connect target-account activity across Marketing and Sales.
  • Measure engagement and progression within priority accounts and help identify signals that warrant Sales action.
  • Partner with Sales Operations to ensure account ownership, routing, and marketing activity are aligned.
  • Support annual and quarterly Marketing planning with funnel analysis, historical conversion data, pipeline requirements, and scenario modeling.
  • Partner with Revenue Operations and Marketing leadership to translate revenue goals into measurable funnel requirements.
  • Track performance against Marketing pipeline and funnel objectives throughout the year.
  • Support Marketing leadership in understanding where investment is producing results and where assumptions may need to change.
  • Serve as an operational partner to Marketing leadership and the broader Marketing organization.
  • Partner with Sales Operations to ensure clean handoffs, shared definitions, reliable data, and visibility across the Marketing-to-Sales funnel.
  • Work with Field Enablement to ensure sellers and business development representatives understand how to interpret and act on marketing-generated signals, intent, campaigns, and programs.
  • Surface operational issues and coordinate resolution across Marketing, Sales, business development, Revenue Operations, Finance, Field Enablement, and other teams as needed.
  • Create repeatable processes that allow marketers to spend more time building effective programs and less time navigating systems, reconciling data, or troubleshooting operational issues.

About the Company

PerfectServe

Secure clinical communication and scheduling platform

PerfectServe provides a healthcare-focused communication and collaboration platform used by hospitals, health systems, group practices, and post-acute facilities. Organizations license the software, customize features like secure messaging, provider scheduling, nurse communication, and patient-family updates, and use it across care teams to route information so the right person gets the right data. The platform emphasizes HIPAA-compliant security and tightly integrated tools designed for healthcare workflows and large deployments. Its goal is to improve patient outcomes and operational efficiency by streamlining communication across care teams.

Company size
201-500
Company stage
Series D
Total funding
$35.9M
Headquarters
Knoxville, TN
Founded
1999

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