What are the responsibilities and job description for the Marketing Operations Manager position at B.O.S.S. Retirement Solutions?
Role overview
The Marketing Operations Manager works closely with our CMO to oversee the systems, processes, campaigns, and reporting that drive BOSS Retirement’s broadcast content, digital marketing programs and nurture campaigns. This role requires at least 6 years of hands-on marketing operations experience in a multi-channel environment, including marketing automation, and digital platforms.
Key responsibilities
- Own marketing automation: build and maintain tags, lead sources, campaigns, follow-up sequences, landing pages, reports, and workflows.
- Work with external vendors to manage deliverables to support campaigns.
- Oversee email marketing using email management system and related tools, including list pulls from CRM, campaign setup, QA, deployment, and reporting for clients, prospects, and partners.
- Manage marketing integrations and workflows in Zapier, Calendly, and other platforms to ensure accurate, timely data flow between systems.
- Support TV show, radio show and podcast distribution, ensuring episodes are posted, internal reports are updated, and content is published on Google Business Profiles and other designated channels.
- Coordinate and execute digital newsletters and Daily.ai content, including CTA updates, proofing, editing, scheduling, and performance tracking.
- Create and update landing pages on the website and third-party platforms in alignment with campaigns and CTAs.
- Manage local presence and reputation platforms including Google My Business/Apple Business for each office, Podium (reviews and automations), and Better Business Bureau account administration.
- Work with media and content partners to get content online, build corresponding automations, and maintain performance reports.
- Support blog content posting and basic SEO-related updates tied to campaigns and offers.
- Manage call tracking and call center numbers administration, including reconciling receipts and ensuring accurate attribution.
- Update lead sources and created dates for all incoming leads, and collaborate on automated reporting for marketing performance.
- Coordinate regular communications with internal stakeholders (e.g., weekly updates to leadership and key team members) to keep everyone aligned on marketing activity and results.
Qualifications
- Minimum 6 years of experience in marketing operations, demand generation, or a similar role managing multi-channel campaigns and tools.
- Strong, hands-on experience with marketing automation and CRM/marketing platforms such as Keap, Constant Contact, Zapier, Calendly, Podium, and webinar tools (e.g., Vimeo, Camtasia, or similar).
- Proven ability to manage tech stacks and integrations, maintain accurate data and lead source attribution, and build consistent reporting.
- Exceptional organizational skills with the ability to manage multiple concurrent campaigns, calendars, and stakeholders.
- Strong attention to detail and follow-through, especially around deadlines, campaign QA, and financial/contract administration.
Preferred experience and skills
- Background in financial services, retirement planning, or professional services marketing.
- Experience supporting multi-channel marketing.
- Comfort working in a fast-paced, entrepreneurial environment and collaborating closely with advisors, marketing leaders, and external vendors.
Salary Range $79,000.00-$126,000.00 annually
Salary : $79,000 - $126,000