Senior Manager, Marketing Operations

About the Company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

Responsibilities

• Develop and implement comprehensive marketing automation strategies to support growth objectives
• Oversee the setup, configuration, and management of marketing automation platforms including HubSpot, WordPress, and Outreach.io
• Collaborate with marketing, sales, and product teams to execute automated campaigns targeting key segments
• Analyze and optimize workflows to improve lead generation, nurturing, and conversion rates
• Manage integration of marketing automation platforms with CRM systems like Salesforce
• Develop and maintain documentation for marketing automation processes and standard operating procedures
• Monitor and report on key performance metrics to provide insights for continuous improvement
• Train and support marketing and sales teams on effective use of automation tools

Requirements

• 5+ years of experience in marketing automation or operations
• Experience in B2B financial services, fintech, or SaaS preferred
• Strong analytical skills and data-driven decision-making ability
• Proficiency in CRM systems, specifically Salesforce
• Experience with marketing automation tools like HubSpot, Marketo, or Pardot
• Excellent project management and communication skills
• B.A. / B.S. degree in Marketing, Business, or a related field

Benefits

• Competitive pay and equity
• Premium healthcare, dental, and vision insurance
• 401k savings plan with 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development budget
• One month work from anywhere policy