Marketing Operations & Analytics Associate

A growing fintech organization is seeking a Marketing Operations & Analytics Associate to support the firm's business development, marketing, and client engagement initiatives.

This is a highly analytical and technology-driven role for someone who enjoys working at the intersection of data, systems, marketing, and sales strategy.

Responsibilities

• Manage and maintain marketing databases, CRM platforms, and prospecting tools to ensure data integrity and efficient audience segmentation.
• Build and execute targeted outreach campaigns across multiple audience segments and stages of the sales funnel.
• Develop and maintain automated workflows, lead nurturing programs, and marketing sequences designed to improve engagement and conversion.
• Partner closely with business development and relationship management teams to ensure alignment between marketing initiatives and sales activity.
• Monitor campaign performance and identify opportunities to improve audience engagement, lead quality, and conversion rates.
• Design and maintain dashboards and reporting tools that provide visibility into pipeline activity, marketing effectiveness, and business development efforts.
• Analyze funnel performance, identify gaps and drop-off points, and recommend strategies to improve overall effectiveness.
• Leverage AI and marketing automation tools to enhance personalization, operational efficiency, and campaign execution.
• Support ongoing process improvement initiatives, system integrations, and marketing technology enhancements.
• Prepare regular reporting and performance analysis for senior leadership.

Qualifications

• 3 years of experience in marketing operations, revenue operations, CRM management, business intelligence, or a related analytical function.
• Strong experience with HubSpot, Salesforce, or comparable CRM platforms.
• Experience managing marketing automation, audience segmentation, workflow design, and lead nurturing programs.
• Strong analytical skills with the ability to interpret data and translate findings into actionable business recommendations.
• Advanced proficiency in Excel and data analysis tools.
• Comfortable working with large datasets, reporting platforms, and marketing technologies.
• Excellent organizational skills with exceptional attention to detail.
• Strong communication skills and the ability to collaborate effectively across multiple business functions.
• It is preferred that you have financial services, asset management, wealth management, professional services, or other relationship-driven industries.
• Also preferred experience with prospect intelligence, market research, or business development data platforms.
• Familiarity with marketing analytics, attribution reporting, and campaign performance measurement.