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Marketing Operations Manager - job 1 of 2

Who We AreAddepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.The RoleWe are seeking a Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success. This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment.Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.The current range for this role is $102,000 - $159,000 (base salary) + bonus + equity + benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll Do• Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools.• Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.• Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.• Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.• Lead/Marketing Reporting & Data Strategy:• Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization.• Solidify and document the data infrastructure for accurate and scalable attribution and measurement.• Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.• Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.• Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.• Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.• Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.Who You Are• 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree• 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.• 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players• A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.• Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.• Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.• Strong understanding of sales and marketing processes and best practices, along with associated metrics.• Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds.• Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.• Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.Our Values• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
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Average salary estimate

$130500 / YEARLY (est.)
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$102000K
$159000K

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What You Should Know About Marketing Operations Manager, Addepar

Are you ready to take on an exciting challenge as a Marketing Operations Manager with Addepar in Dallas, TX? At Addepar, we are all about empowering investment professionals to make the best decisions for their clients, and we need someone like you to join our Marketing Operations team! In this role, you’ll not only lead a talented group of marketing ops professionals, but you’ll also delve deep into optimizing our marketing processes and implementing innovative automation solutions that will help us grow. You’ll manage our expansive marketing tech stack, ensuring that data flows seamlessly and supports strategic business decisions. Your knack for aligning technology, processes, and talented individuals will be pivotal in streamlining our operations. Plus, you'll collaborate with various teams to enhance lead management, optimize conversion rates, and document data processes for accurate measurement. It's a dynamic role that demands project management prowess and a strong ability to drive cross-functional collaboration, all while ensuring that our marketing practices comply with the necessary standards. If you have a background where numbers and strategy meet creativity, and you’re eager to contribute to a company that values innovation, teamwork, and client success, Addepar would love to hear from you!

Frequently Asked Questions (FAQs) for Marketing Operations Manager Role at Addepar
What are the responsibilities of a Marketing Operations Manager at Addepar?

As a Marketing Operations Manager at Addepar, your main responsibilities include leading the Marketing Operations team, managing the marketing tech stack and data infrastructure, championing automation strategies to streamline operations, and collaborating with cross-functional teams to drive successful marketing efforts. You'll also oversee the marketing reporting system and maintain compliance with communication governance standards.

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What qualifications do I need for the Marketing Operations Manager position at Addepar?

To be considered for the Marketing Operations Manager role at Addepar, you should have at least 6 years of relevant experience, with a Bachelor's degree or equivalent experience. Additionally, expertise in Marketo operational processes, particularly with Marketo-to-Salesforce integrations, is crucial. Demonstrated experience in managing and leading teams is also important.

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How does Addepar support career growth for Marketing Operations Managers?

Addepar is committed to fostering a culture of learning and growth. As a Marketing Operations Manager, you'll have opportunities for mentorship, collaboration, and leadership development. The company values innovation and encourages employees to drive impactful changes—your role will be pivotal in shaping the marketing strategy and enhancing processes.

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What tools and technologies will I be using as a Marketing Operations Manager at Addepar?

In this role, you'll primarily work with Marketo and Salesforce as part of your marketing tech stack. You'll also evaluate and integrate third-party tools to enhance our operational efficiency and reporting capabilities to ensure that all marketing operations run smoothly and effectively.

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What type of work environment can I expect as a Marketing Operations Manager at Addepar?

At Addepar, you’ll find a flexible work environment that embraces collaboration and innovation. The company supports a hybrid model and encourages teamwork across its various offices while promoting a culture of inclusivity and diversity.

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Common Interview Questions for Marketing Operations Manager
Can you describe your experience with marketing automation tools like Marketo?

When discussing your experience, it's important to emphasize specific projects you've undertaken using Marketo, particularly around lead lifecycle management. Explain how you utilized the tool to optimize workflows, enhance communication with leads, and integrate it seamlessly with Salesforce.

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How do you approach team leadership in a remote work environment?

Share your strategies for fostering communication, collaboration, and a sense of team cohesion in a remote setup. Describe tools or techniques you use, such as regular team check-ins or collaborative platforms, to keep everyone engaged and motivated.

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What process do you use to measure the success of marketing campaigns?

Describe your approach to defining key performance indicators (KPIs) at the outset of a campaign, how you track progress, and the methods of analyzing data post-campaign to assess effectiveness. Mention the importance of A/B testing and conversion tracking in your analysis.

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How would you streamline operations within the Marketing Operations team?

Discuss any previous experiences where you've identified bottlenecks or inefficiencies and propose actionable strategies to enhance productivity. Highlight the importance of creating streamlined workflows, utilizing automation, and ongoing training to improve team efficiency.

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How do you ensure compliance with data and marketing regulations?

Provide examples of how you've previously worked to understand and implement data privacy regulations. Talk about your attention to detail in ensuring that marketing tools and processes adhere to industry standards, including regular audits and compliance checks.

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What cross-functional collaborations have you experienced in your previous roles?

Elaborate on the importance of collaboration in marketing operations. Provide specific examples of how you've worked with sales, product, or client leadership teams to ensure alignment of marketing strategies and the successful execution of campaigns.

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What strategies do you employ for lead scoring and routing?

Discuss your approach to lead scoring, highlighting how you define criteria for scoring and ensure that leads are routed effectively to the sales team. Include the tools you use to facilitate this process and improvements you've made to enhance conversion rates.

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How do you handle competing priorities in a fast-paced environment?

Share your time management techniques, such as prioritization frameworks or tasks boards. Emphasize your ability to adjust quickly, remain organized, and remain focused on high-impact tasks while still managing day-to-day operations.

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What metrics do you track for marketing performance?

Identify key metrics you monitor regularly, such as lead conversion rates, campaign ROI, and engagement metrics. Describe how these metrics influence your decision-making and strategy adjustments post-campaign.

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Can you give an example of a challenging project you've led in the past?

Discuss the project specifics, such as the challenges faced, how you overcame them, and the outcome. Highlight your leadership and problem-solving skills, and demonstrate how you ensure team collaboration and alignment towards goals.

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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
December 1, 2024

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