What are the responsibilities and job description for the Marketing Operations Specialist position at Treasure AI?
Treasure AI
Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.
Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.
Your Role
We’re building the operational backbone of a fast-moving, multi-channel Marketing organization, and this role is a key part of that engine.
As a Marketing Operations Specialist you’ll be hands-on in making sure campaigns, leads, and reporting actually work the way they’re supposed to. You’ll turn plans into execution, keep work moving, and help ensure Marketing runs with consistency, clarity, and momentum.
This is an execution-first role where details matter. You’ll partner closely with senior Marketing and Operations leaders to translate priorities into clean workflows, accurate tracking, and repeatable processes, so leadership can stay focused on strategy while you keep the machine running smoothly.
Responsibilities
Lead Management & Campaign Operations
Working out of the New York, New York office according to our “Global Hybrid Working Policy.”
Travel Requirements
Up to 10% travel for events, client visits, and internal team gathering
Perks And Benefits (US)
Our benefit package showcases our culture of care and empathy with
We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.
Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.
Agencies And Recruiters
We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!
This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.
Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.
The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.
Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.
Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always-on through continuous, context-driven action.
Furthermore, Treasure AI employees are enthusiastic, data-driven, and customer-obsessed. We are a team of drivers—self-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility.
Your Role
We’re building the operational backbone of a fast-moving, multi-channel Marketing organization, and this role is a key part of that engine.
As a Marketing Operations Specialist you’ll be hands-on in making sure campaigns, leads, and reporting actually work the way they’re supposed to. You’ll turn plans into execution, keep work moving, and help ensure Marketing runs with consistency, clarity, and momentum.
This is an execution-first role where details matter. You’ll partner closely with senior Marketing and Operations leaders to translate priorities into clean workflows, accurate tracking, and repeatable processes, so leadership can stay focused on strategy while you keep the machine running smoothly.
Responsibilities
Lead Management & Campaign Operations
- Support the Marketing → Sales lead handoff process, including routing, tracking, and follow-up coordination
- Build and manage post-event and post-campaign cadences and sequences in partnership with Marketing and Sales
- Ensure leads are accurately tracked, statused, and progressed through defined workflows
- Support adherence to agreed SLAs and follow-up expectations
- Balance structure with flexibility in an evolving environment.
- Build and maintain project plans in Asana for Marketing initiatives
- Track action items, dependencies, and timelines across workstreams
- Maintain Marketing intake requests and ensure work is properly scoped and routed
- Proactively flag risks, blockers, or delivery delays
- Reporting, Dashboards & KPIs
- Build and maintain dashboards in HubSpot to support Marketing reporting
- Track and report on key Marketing KPIs (lead volume, follow-up status, campaign performance, etc.)
- Prepare weekly and monthly reports for Marketing leadership
- Support development of QBR decks, including data pulls, charts, and narrative summaries
- Manage Marketing intake workflows to ensure requests are documented, prioritized, and tracked
- Monitor and support AI-driven data syncing by automating data pipelines to ensure real-time unified customer profiles sync cleanly between Treasure Work and HubSpot.
- Leverage generative AI features and automated marketing agent skills to streamline routine campaign routing, task sequencing, and data hygiene checks.
- Document workflows, operating procedures, and playbooks
- Support creation of repeatable, scalable Marketing processes
- Ensure consistency in how Marketing work is executed and reported
- Maintain operational trackers, dashboards, and documentation
- Support QA checks for campaigns, lead handoffs, and reporting accuracy
- Help standardize templates, tools, and reporting structures across the Marketing team
- Hands-on experience with HubSpot or similar marketing automation / CRM platforms
- Strong analytical and reporting skills with comfort pulling and validating data
- Practical familiarity with conversational AI platforms, generative AI workflows, or AI-native productivity tools applied to business operations
- Ability to leverage AI-native capabilities and automated workspace tools to eliminate manual steps, reducing overall operational friction across the department
- Highly organized with strong attention to detail
- Proficiency with Asana, Google Workspace, and spreadsheets
- Ability to follow defined processes while managing multiple tasks in parallel
- Strong problem-solver with a track record of untangling issues and moving teams forward.
- Collaborative and resourceful; thrives on building processes from scratch.
- Brings a positive, level-headed attitude — steady under pressure, approachable, and able to lighten the mood appropriately.
- Lead handoffs are clean, timely, and consistently executed
- Campaign follow-up processes are reliable and repeatable
- Dashboards and KPI reporting are accurate and up to date
- QBR and leadership reporting materials are well-organized and data-driven
- Marketing operates with greater clarity, visibility, and reduced operational friction
Working out of the New York, New York office according to our “Global Hybrid Working Policy.”
Travel Requirements
Up to 10% travel for events, client visits, and internal team gathering
Perks And Benefits (US)
Our benefit package showcases our culture of care and empathy with
- Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP)
- Competitive compensation packages
- Company paid life insurance 3x salary
- Company paid short- and long-term disability coverage
- Retirement planning (401K) with 4% company match
- Restricted Stock Units (RSU)
- Flexible Time Off (FTO)
- Up to 26 weeks paid parental leave including a post-partum night nurse
- Comprehensive support and access to care for everyone, everywhere through Carrot - our global reproductive health and family-building benefit.
We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives.
Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it.
Agencies And Recruiters
We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!
This description captures the core of the role today. As we adopt AI and new ways of working, responsibilities may evolve, and we encourage team members to take initiative, lean into change, and help expand the impact of their role beyond what’s listed here.
Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on.
The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth.
Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.