Manager, Marketing Operations & Performance

Summary

Join Caseware as the Manager, Marketing Operations & Performance and lead the global Marketing Technology stack. You will manage the marketing database, build and manage the global reporting system, implement new technologies, and ensure data integrity. Responsibilities include database management and enrichment, reporting and analytics, marketing technology management, and workflow optimization. The ideal candidate has a Bachelor’s degree, 5+ years of experience in marketing operations, and experience with HubSpot and Salesforce integrations. The position offers flexible work options, remote opportunities, competitive compensation, comprehensive benefits, and opportunities for career growth. Caseware is a leading Fintech company with a collaborative culture and commitment to work-life balance.

Requirements

• Bachelor’s degree in a business, marketing or data science program
• 5+ year’s experience in Marketing Operations/automation/performance reporting or related field
• Experience in leading technology implementation projects with large teams
• A strategic mindset with the capability to scale processes, workflows and business needs while maintaining standardization and a clean thoughtful approach to supporting marketing
• 5+ years’ experience as global administrator for Hubspot managing multiple instances, integrations and workflows
• Certification in Hubspot will be a requirement
• Documented experience working with Hubspot and Salesforce integrations
• Deep analytical mindset and experience with the ability to integrate and analyze data across various data sources

Responsibilities

• Build, execute, and maintain a database enrichment program to clean, organize, segment and optimize our Marketing automation platform, HubSpot
• Serve as the primary global administrator for HubSpot, supporting regional and international teams
• Work with other operation teams to manage system workflows, address errors and introduce new process to improve operational efficiency for marketing data
• Manage lead import process and workflow management for efficient distribution to commercial teams
• Identify gaps in processes, workflows, technologies, data and provide strategic recommendations/facilitation for remediation
• Own customer and prospect database and perform analysis for marketing programs leveraging other data points across the organization – i.e. product level data, usage data, etc
• Develop and maintain reports on database growth and health; campaign KPIs, email performance, marketing revenue targets
• Create and manage dashboards and templates to standardize marketing reporting for global teams across systems
• Provide regular updates on performance and own overall marketing reporting on monthly, quarterly, and annual basis
• Work cross-functionally with corporate and regional teams to streamline reporting
• Oversee the global marketing tech stack, ensuring effective evaluation, implementation, and integration of tools
• Document and develop training material, processes, updates, and best practices to enable team adoption and maximize tool usage
• Project manage the resource gathering, technology identification, vetting and build of MarTech systems needed to support various business use cases
• Produce, maintain, and optimize self-serve documentation, support materials, and one-pagers, ensuring accurate tool use
• Own the vendor management of our technical agency partners to achieve business objectives
• Implement and manage a process to monitor system access, adoption, errors and performance; roadmap optimization milestones
• Streamline lead management workflows to ensure smooth data flow between marketing campaigns and CRM systems
• Develop, implement, and manage lead and account scoring methodologies
• Drive continuous improvement in marketing operations through innovation and collaboration
• Facilitate accurate utilization of Hubspot including but not limited to forms, templates, audits, imports, integrations, workflows, field mapping and creation, campaigns and data etc
• Build, optimize and execute global marketing emails to support Marketing, Sales and Product teams. Leverage workflows and segmentation to promote efficient, targeted and personalized emails

Preferred Qualifications

• Experience working with 3rd party BI tools to consolidate data, build reports and dashboard will be an asset
• Experience in leading projects that entail prospect journey mapping, lead flow/scoring and nurture programs

Benefits

• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions
• We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team
• Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance
• We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans
• We are driven by impactful work . Your contributions directly affect how our clients manage financial processes and drive their success
• Recognition and rewards matter to us . We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth
• We embrace global opportunities . Work on international projects and collaborate with a diverse, global team