Full-Time

Marketing Operations Analyst

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Compensation Overview

$78k - $122kAnnually

+ Bonus + Equity

Junior, Mid

Remote in USA

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Lead Generation
Salesforce
Data Analysis
Requirements
  • 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree.
  • Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce).
  • Experience with marketing data analysis and reporting is essential.
  • Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights.
  • Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel.
  • Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams.
  • Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once.
Responsibilities
  • Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement. Track lead performance to spot trends and improvement areas.
  • Set up a reliable data infrastructure for scalable attribution across marketing and sales. Streamline data processes for accurate reporting and insights.
  • Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting and provide insights to improve lead generation and management.
  • Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization, working with stakeholders to improve lead quality and funnel efficiency.
  • Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce for reporting and data flow optimization.
  • Create executive dashboards and reporting systems for lead management visibility, enabling data-driven strategic decisions for leadership.
  • Assist in automating marketing and lead management workflows to improve efficiency and scalability, ensuring alignment with business goals and reporting needs.

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

N/A

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

10%

1 year growth

15%

2 year growth

32%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance