Marketing Operations Coordinator

Summary

Join Wealth.com, a leading estate planning platform, as their Marketing Operations Coordinator! This role is crucial in optimizing our marketing technology stack, ensuring data integrity, and streamlining campaign execution. You will collaborate with various teams to enhance marketing efficiency and performance. Responsibilities include managing marketing systems, reporting and analytics, and supporting marketing automation workflows. This is a fantastic opportunity to develop expertise in marketing technology, operations, and analytics within a fast-growing SaaS company. The ideal candidate possesses 0-2 years of experience in a related field and familiarity with marketing automation and CRM systems. Wealth.com offers a competitive salary, full remote flexibility, comprehensive benefits, and a supportive work environment.

Requirements

• 0-2 years of experience in marketing, operations, or analytics (internships count!)
• Familiarity with marketing automation platforms (e.g., HubSpot) and CRM systems (e.g., Salesforce)
• Strong analytical mindset with an interest in marketing performance measurement
• Detail-oriented, organized, and eager to learn in a fast-paced environment
• Passion for marketing technology and data-driven decision-making

Responsibilities

• Assist in managing and optimizing Wealth.com’s marketing automation
• Set up and execute email campaigns, workflows, and lead nurturing sequences
• Support landing page creation, A/B testing, and form tracking to enhance conversion rates
• Oversee all marketing-related software, tools, and subscriptions, ensuring proper access, renewals, and budget alignment
• Maintain and clean marketing data within CRM systems (e.g., Salesforce, HubSpot)
• Ensure accurate data tracking for lead attribution, campaign effectiveness, and pipeline contribution
• Manage contact segmentation and audience targeting for marketing initiatives
• Support demand generation campaigns by managing program execution and performance monitoring
• Track and report on key marketing metrics, including email engagement, lead conversion rates, and ROI
• Assist in the development of dashboards and reports to provide insights for the marketing team
• Work closely with the demand generation, content, and sales teams to ensure marketing campaigns align with business objectives
• Assist in monitoring and managing the marketing budget, including tracking expenses, subscriptions, and campaign costs to ensure alignment with financial goals
• Research and recommend new tools and technologies to improve marketing efficiency
• Assist in process documentation and optimization for marketing workflows

Preferred Qualifications

Proficiency in Excel/Google Sheets and experience with reporting tools

Benefits

• Competitive Salary
• Fully remote, flexible work environment. We do however meet together in person several times a year
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid Parental Leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire
• Free estate planning!
• $70,000 - $80,000 a year