Full-Time

Marketing Operations Manager

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

$102k - $159kAnnually

+ Bonus + Equity

Senior

Remote in USA

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Salesforce
Requirements
  • 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree
  • 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.
  • 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players
  • A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.
  • Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.
  • Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.
  • Strong understanding of sales and marketing processes and best practices, along with associated metrics.
  • Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds.
  • Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.
  • Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.
Responsibilities
  • Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools.
  • Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.
  • Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.
  • Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.
  • Lead/Marketing Reporting & Data Strategy: Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization. Solidify and document the data infrastructure for accurate and scalable attribution and measurement. Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.
  • Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.
  • Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.
  • Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.
  • Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.

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