Full-Time

Marketing Automation and Operations Manager

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

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

6 month growth

15%

1 year growth

50%

2 year growth

105%