Full-Time
Marketing Automation and Operations Manager
Confirmed live in the last 24 hours
All-in-one investment platform for advisors
Fintech
Compensation Overview
$107,000 - $153,000Annually
+ Stock Options (ISOs)
Junior, Mid
San Francisco, CA, USA
Required Skills
Sales
Communications
Management
Lead Generation
Hubspot
Salesforce
Marketing
Requirements
- Bachelor's degree in Marketing, Business Administration, or related field
- 3+ years of experience in marketing automation, operations, or related roles, preferably within the B2B SaaS industry
- Proven experience with marketing automation platforms such as HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus
- Strong analytical skills with the ability to interpret data, identify trends, and make data-driven recommendations for optimization
- Excellent project management skills with the ability to manage multiple projects simultaneously and meet tight deadlines
- Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
- Proficiency in CRM systems such as Salesforce, including experience with data management and integration between CRM and marketing automation platforms
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and external stakeholders
- Self-motivated and proactive with a strong attention to detail and a commitment to delivering high-quality results
- Ability to thrive in a fast-paced, dynamic environment and adapt quickly to changing priorities and business needs
Responsibilities
- Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
- Oversee the setup, configuration, and management of marketing automation platforms such as HubSpot, Reply.io, and similar tools to streamline marketing workflows and campaigns
- Collaborate with cross-functional teams including marketing, sales, and product to create and execute automated marketing campaigns that target key segments and personas
- Analyze and optimize marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
- Manage the integration of marketing automation platforms with CRM systems (e.g., Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
- Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders
- Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement
- Stay current with industry trends and best practices in marketing automation, making recommendations for new tools, technologies, and strategies to enhance marketing operations
- Train and support marketing and sales teams in using marketing automation tools effectively, including providing guidance on campaign setup, segmentation, and A/B testing
Altruist offers an all-in-one investment platform for financial advisors, featuring intuitive software for account opening, trading, reporting, and billing, along with digital bulk transfers and high-touch support. The platform utilizes commission-free fractional share trading, a model marketplace, and automated rebalancer to streamline operations and exceed client expectations.
Company Stage
Series D
Total Funding
$297M
Headquarters
Culver City, California
Founded
2018
Growth & Insights
Headcount