Marketing Operations Specialist

Marketing Operations Specialist

Miami, FL 

At Idea Financial, we’re passionate about helping small businesses thrive. Based in Miami’s booming Waterford Business District, we’re a direct lender that has provided over $1 billion in financing to business owners nationwide. We specialize in lines of credit and term loans designed to help businesses manage cash flow, invest in growth, and navigate real-world operating challenges. 

Our marketing team is responsible for driving demand, supporting sales, and building a brand that stands out in a crowded financial services market. We’re a highly collaborative, fast-moving team that values strong execution, clear thinking, and creative problem-solving, and we’re entering an exciting new phase of brand growth.  

About the Role

We’re hiring a Marketing Operations Specialist to own the systems, data, and infrastructure that power our marketing function. As our martech stack and lifecycle programs have grown more sophisticated, we need a dedicated owner for the operational backbone that all other marketing work depends on.

This is a hands-on role for someone who lives at the intersection of marketing, data, and technology. You’ll own our Braze instance, partner closely with our Salesforce Admin on lead flow and integrations, design and maintain our lead scoring framework, and build the reporting and attribution infrastructure that helps us understand what’s working. You’ll be the person who makes sure campaigns can actually run, leads get routed correctly, data is clean, and decisions are grounded in trustworthy numbers.

You’ll work closely with our Senior Marketing Manager and our Marketing Specialist, and partner cross-functionally with Sales, Salesforce Administration, Engineering, and Finance.

Key Responsibilities

• Own the marketing technology stack, including Braze, Pardot, Salesforce (marketing-side), GA4, and Sprout Social
• Design, build, and maintain lifecycle Canvases in Braze across merchant and partner audiences, including segmentation logic, Liquid personalization, and webhook integrations with Salesforce
• Own lead data quality end-to-end: import processes, deduplication, list hygiene, source attribution, and ongoing audits
• Build and maintain our lead scoring framework in Pardot and Salesforce, partnering with Sales on SQL definitions and qualification criteria
• Lead the application flow audit and phone verification rollout to improve lead quality and reduce drop-off
• Build and maintain marketing dashboards and reporting infrastructure pulling from Salesforce, Google Ads, Meta, LinkedIn, Braze, GA4, and Sprout Social
• Own UTM standards, conversion tracking, and attribution hygiene across paid and owned channels
• Partner with the Salesforce Admin and Engineering on integrations, webhooks, and data flow between marketing and sales systems
• Document processes, build runbooks, and create the operational infrastructure that lets the team scale
• Support the eventual sunset of Pardot and full migration to Braze, including data architecture decisions and migration planning

Qualifications

• 4 years of experience in marketing operations, martech, or a closely related discipline
• Hands-on experience administering a marketing automation or customer engagement platform (Braze strongly preferred; Marketo, Salesforce Marketing Cloud, HubSpot, or Pardot also relevant)
• Working knowledge of Salesforce from a marketing perspective: campaigns, lead and contact objects, lead routing, and the marketing-to-sales handoff
• Strong data fluency: comfort with CSV manipulation, segmentation logic, deduplication, and diagnosing data quality issues
• Experience designing or significantly contributing to a lead scoring framework
• Familiarity with GA4, UTM frameworks, and multi-channel attribution
• Strong documentation habits and a process-oriented mindset
• Comfortable working cross-functionally with Sales, Engineering, and Finance stakeholders
• Clear written communication, particularly around explaining technical concepts to non-technical partners

Nice-to-Haves

• Experience in fintech, lending, SaaS, or B2B services
• Experience with Braze specifically, including Canvas design, Liquid templating, and the Braze API
• Experience managing a Pardot-to-Braze migration or a comparable platform transition
• Familiarity with SQL or experience pulling data directly from a warehouse
• Experience with BI or visualization tools (Looker, Tableau, Power BI, or similar)
• Salesforce certifications or comparable martech credentials

Compensation & Benefits

Compensation will be commensurate with experience.

• 401(k) with company matching
• Health, dental, vision, and life insurance
• Paid time off and holidays

Schedule

Monday to Friday

9:00 am - 5:00 pm

In-person at our Miami headquarters located in Waterford Business District