Manager – Marketing Operations & Performance @ Caseware

Growth & Marketing (6)
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Growth & Marketing (6)

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Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As the Manager, Marketing Operations & Performance at Caseware, you’ll manage our global marketing automation solution and technology stack. Your work will help ensure that the tools and systems used by the global Marketing team run smoothly and contribute to efficient, data-driven marketing operations.

Your priorities include maintaining database health, executing email and nurture programs, processing and accelerating leads, supporting campaign setup and tracking, and contributing to marketing reporting and KPI monitoring. You’ll also implement new tools and processes, ensure proper documentation and training materials are in place, and monitor existing systems to identify and resolve issues. Your focus will be on enabling modern marketing at scale by helping activate, integrate, and optimize technology, workflows, and best practices across the team.

The ideal candidate is a self-starter with the ability to balance multiple priorities and collaborate with global teams to drive operational excellence.

❗This is a full-time, permanent position.

📍 Location:

This position is available to all applicants residing and eligible to work in Toronto, Ontario (hybrid 3x work from office).

What you will be doing:

Database Management, Enrichment and Engagement
Build, execute, and maintain a database enrichment program to clean, organize, segment and optimize our Marketing automation platforms, HubSpot and Salesforce Marketing Cloud.
Build and manage global email nurture programs; build/execute emails to support campaigns and product communications.
Serve as the primary global administrator for Salesforce Marketing Cloud, supporting regional and international teams.
Work with other operation teams to manage system workflows, address errors and introduce new process to improve operational efficiency for marketing data
Manage lead import process and workflow management for efficient distribution to commercial teams
Identify gaps in processes, workflows, technologies, data and provide strategic recommendations/facilitation for remediation

Reporting and Analytics

Develop and maintain reports to measure all funnel KPIs in the Marketing Operations charter, including but not limited to database growth and health; campaign KPIs, email performance, marketing revenue targets.
Provide templates and dashboards that enable regional teams to meet reporting requirements
Create and manage dashboards and templates to serve marketing performance insights to the global marketing team and external stakeholders.
Provide regular updates on performance and own overall marketing reporting on a weekly, monthly, quarterly, and annual basis

Marketing Technology Management

Document and develop training material, processes, updates, and best practices to enable team adoption and maximize tool usage.
Manage the resource gathering, technology identification, vetting and build of MarTech systems needed to meet departmental goals.
Implement and manage a process to monitor system access, adoption, errors and performance; roadmap optimization milestones.

Workflows, Processes and Optimization

Streamline lead management workflows to ensure smooth data flow between marketing campaigns and Salesforce.
Facilitate accurate utilization of Salesforce Advanced Cloud, including but not limited to forms, templates, audits, imports, integrations, workflows, field mapping and creation, campaigns and data.
Leverage workflows and segmentation to promote efficient, targeted and personalized campaigns and marketing programs.

What you will bring:

Bachelor’s degree in a business, marketing or data science program
5+ years' experience in Marketing Operations/automation/performance reporting or related field
Experience in leading technology implementation projects with large teams
A strategic mindset with the capability to scale processes, workflows and business needs while maintaining standardization and a clean thoughtful approach to supporting marketing
5+ years’ experience as global administrator for Salesforce Marketing Cloud, managing integrations and workflows.
Experience working with HubSpot is a plus, but not required
Experience working with 3rd party BI tools (e.g. Tableau, Power BI, Looker) to consolidate data, build reports and dashboard will be an asset
Experience in leading projects that entail journey mapping, lead flow/scoring and nurture programs
Deep analytical mindset and experience with the ability to integrate and analyze data across various data sources

What's in it for you:

▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.

▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.

▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.

▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

Manager – Marketing Operations & Performance

Marketing Operations, Performance Marketing

Caseware

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