Senior Marketing Operations Coordinator

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

We are seeking an experienced Senior Marketing Operations Coordinator to join our growing team! In this role, you will help manage our marketing operations function, including the applicable systems, processes, reporting, and data analysis.

The ideal candidate will have prior marketing operations experience, strong project management and communication skills, and thrive on driving results and optimizing operations through efficient processes and technology.

Serve as the owner and team expert for core marketing platforms, including HubSpot and our data and reporting solution, and as the primary vendor contact

Manage the marketing automation system, including setting up and monitoring workflows and templates, lead scoring, and advising the team on best practices

Manage the data and reporting solution, including making updates to dashboards, coordinating with the vendor on requirements, and validating the accuracy of data

Be the primary contact for marketing requests received through our internal ticketing system, including resolving where possible or assigning to others on the team

Facilitate timely assignment of incoming web leads and ensure proper attribution and follow-through

Collaborate with Revenue Operations to help manage marketing attribution and the information flow between Hubspot and Salesforce; support marketing team and users with marketing-related Salesforce questions and campaigns

Leverage AI to produce reporting as needed and lead the team reporting process; analyze data and metrics to identify cross-channel trends and improvement opportunities

Refresh monthly budget tracker, validate data, and flag inconsistencies or pacing concerns

Identify areas for process improvement and enable automations across the team utilizing PowerBI, Smartsheet automations, and AI support

Lead or support strategic team initiatives and research efforts

Provide other general operations support as needed, including for events, campaigns, and communications

Stay current on the latest marketing operations best practices and solutions

Bachelor's degree in marketing, communications, or a related field

3-5 years of experience in marketing operations, preferably in a B2B environment

Strong project management skills to manage multiple efforts concurrently

Hands-on experience with marketing automation platforms, preferably HubSpot or comparable marketing systems

Advanced proficiency in AI and data analysis to drive marketing decisions

Strong analytical and problem-solving skills and attention to detail

Excellent communication and interpersonal skills and collaboration with cross-functional teams and stakeholders