Manager, Marketing Operations

Posted 2 Days Ago
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Westlake, OH, USA
In-Office
Expert/Leader
Agency • Insurance • Financial Services
The Role
Leads marketing technology operations, automation governance, routing systems, CRM integrations, platform performance, and process improvement. Manages and develops marketing automation analysts, establishes SLAs, oversees data governance and campaign deployment, evaluates technology investments, and coordinates implementations. Builds KPI dashboards and reporting, resolves complex automation issues, and partners with Sales, IT, Revenue Operations, and Marketing leadership to align technology with business and revenue objectives.
Summary Generated by Built In

About Goosehead


Since 2003, Goosehead has been changing the face of the insurance industry and making the search for great coverage a piece of cake. We’re committed to finding the best policies and rates, and that starts with our team. Our people are smart, inclusive, hungry for success, and strive everyday to win. There is noble purpose in all our efforts. The work we do matters. Not only are we fixing a broken industry, we get to win professionally and financially while doing it. If you think you have what it takes to grow with our company, we would love to meet you.


Job Summary


We are seeking an experienced and strategic Marketing Operations Manager to lead the execution, governance, and optimization of our marketing automation platforms and technology infrastructure. This role will serve as the key operational leader and primary escalation point for marketing technology initiatives, ensuring all automation workflows, routing systems, and marketing-owned technology platforms operate efficiently, compliantly, and in alignment with business objectives and SLAs. The ideal candidate will possess strong analytical and operational capabilities, a deep understanding of marketing automation platforms and CRM integrations, and the ability to balance governance oversight with strategic execution while leading a high-performing team. 


Principle Duties and Responsibilities

 

People Leadership & Performance Management


  • Manage, coach, and develop a team of Marketing Automation Analysts, fostering a culture of accountability and continuous improvement. 
  • Establish clear performance expectations, define measurable SLAs, and ensure team adherence to performance standards and service level agreements. 
  • Conduct regular performance reviews, provide constructive feedback, and create development plans to support team growth and career progression. 
  • Lead by example with strong operational discipline, attention to detail, and commitment to excellence in execution. 

 

Marketing Technology Governance & Strategy 


  • Oversee all marketing-owned technology platforms, including automation and routing systems (e.g., LeanData), ensuring platforms operate efficiently and in alignment with business objectives. 
  • Design and enforce governance standards for data hygiene, segmentation methodologies, routing logic, and campaign deployment to maintain compliance and data quality. 
  • Evaluate new marketing tools and solutions for scalability, integration feasibility, cost efficiency, and ROI impact; develop and present business cases for technology investments. 
  • Lead the onboarding and implementation of new marketing technology solutions, including integration planning, configuration, documentation, and team training. 
  • Serve as the primary escalation point for complex automation or routing issues, partnering cross-functionally with Sales, IT, Partnerships, and Marketing stakeholders to resolve challenges and maintain alignment across the customer lifecycle. 

 

Operational Excellence & System Performance 


  • Monitor platform performance metrics, including routing accuracy, error rates, processing time, and system utilization, to identify optimization opportunities. 
  • Develop and maintain dashboards and reporting frameworks to track team throughput, SLA compliance, campaign performance, and system health metrics for internal stakeholders. 
  • Identify and implement continuous process improvements to enhance operational efficiency, reduce risk, and drive scalable service delivery. 
  • Maintain operational standards, documentation, and intake processes to ensure consistent and sustainable service delivery across all marketing technology platforms. 

 

Integration & Cross-Functional Alignment 


  • Partner strategically with Sales, IT, and Marketing leadership to align marketing technology solutions with broader business objectives and revenue goals. 
  • Collaborate with internal teams and external partners on the integration of marketing automation platforms with existing systems and processes (e.g., Salesforce, LeanData, enrichment tools). 
  • Translate business requirements and field insights into structured automation and technology frameworks that support marketing and sales effectiveness. 
  • Communicate proactively with stakeholders on platform updates, changes, performance metrics, and strategic initiatives through regular reporting and cross-functional engagement. 

Education and Experience 


  • Bachelor's degree in Marketing, Business, Communications, Computer Science, or related field. 
  • 7-10 years of progressive experience in marketing automation, marketing operations, revenue operations, or related marketing technology roles. 
  • Minimum 3-4 years of direct people leadership or supervisory experience, managing marketing technology teams, cross-functional projects, or analyst-level staff. 
  • Extensive experience administering, optimizing, and scaling marketing automation platforms (e.g., Iterable, HubSpot, Marketo, Pardot, Salesforce Marketing Cloud, or similar). 
  • Proven track record managing lead routing and orchestration systems (e.g., LeanData, 6sense, or comparable solutions) with demonstrated impact on operational efficiency and SLA performance. 
  • Experience developing and presenting business cases for technology investments, with demonstrated ROI analysis and vendor evaluation capabilities. 

 

Required Skills and Abilities


  • Demonstrated expertise in people leadership and performance management with a track record of building and scaling high-performing teams. 
  • Deep expertise in marketing automation platforms and CRM integrations; proven ability to evaluate, implement, optimize, and scale marketing technology solutions across organizations. 
  • Advanced analytical skills with demonstrated ability to build sophisticated KPI dashboards, performance reporting frameworks, and translate data-driven insights into strategic recommendations. 
  • Comprehensive understanding of data governance, compliance standards, and segmentation methodologies; experience implementing governance frameworks. 
  • Proven experience designing and implementing omnichannel marketing campaigns across the marketing technology stack, including email, SMS, digital, mobile, and direct mail; demonstrated ability to orchestrate customer experiences across multiple touchpoints and channels. 
  • Excellent project management and cross-functional stakeholder alignment skills; proven ability to influence and collaborate effectively with Sales, Revenue Operations, and Marketing leadership. 
  • Strong operational discipline with demonstrated commitment to SLA adherence, process standardization, and continuous improvement at scale. 
  • Excellent written and verbal communication skills, including proven ability to present strategic insights and recommendations to C-suite executives. 
  • Process design and continuous improvement mindset; track record of identifying operational inefficiencies and implementing scalable, sustainable solutions. 

 

Preferred Qualifications 


  • Prior experience in a formal people management capacity with responsibility for team growth, development, and retention. 
  • Deep knowledge of Salesforce ecosystem, API integrations, and marketing automation integration patterns. 
  • Experience with data enrichment tools, lead management workflows, and complex routing logic design. 
  • Demonstrated success developing and managing technology budgets or ROI analyses for marketing solutions. 
  • Background in financial services, insurance, or B2C sales-driven environments (highly preferred). 
  • Certification or advanced training in marketing automation platforms (Salesforce Marketing Cloud, Marketo, HubSpot, Iterable, etc.). 

Benefits Summary


  • High quality voluntary health, vision, disability, life, and dental insurance programs 
  • 401K Matching Plan 
  • Employee Stock Purchase Plan 
  • Paid holidays, vacation, and sick leave 
  • Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness 
  • Financial Solution Program 

 

Equal Employment Opportunity 


Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability. 

 

To learn more about our job opportunities, apply here. We look forward to speaking with you! 

Skills Required

  • Bachelor's degree in Marketing, Business, Communications, Computer Science, or a related field
  • 7-10 years of progressive experience in marketing automation, marketing operations, revenue operations, or related marketing technology roles
  • 3-4 years of direct people leadership or supervisory experience
  • Extensive experience administering, optimizing, and scaling marketing automation platforms such as Iterable, HubSpot, Marketo, Pardot, or Salesforce Marketing Cloud
  • Experience managing lead routing and orchestration systems such as LeanData or 6sense
  • Experience developing and presenting business cases for technology investments, including ROI analysis and vendor evaluation
  • Expertise in people leadership and performance management
  • Expertise in marketing automation platforms and CRM integrations
  • Advanced analytical skills, including KPI dashboards and performance reporting frameworks
  • Experience with data governance, compliance standards, and segmentation methodologies
  • Experience designing and implementing omnichannel marketing campaigns across email, SMS, digital, mobile, and direct mail
  • Project management and cross-functional stakeholder alignment skills
  • Strong operational discipline, SLA adherence, process standardization, and continuous improvement experience
  • Excellent written and verbal communication skills, including presenting to C-suite executives
  • Salesforce ecosystem, API integrations, and marketing automation integration experience
  • Experience with data enrichment tools, lead management workflows, and complex routing logic
  • Experience managing technology budgets or ROI analyses for marketing solutions
  • Background in financial services, insurance, or B2C sales-driven environments
  • Certification or advanced training in Salesforce Marketing Cloud, Marketo, HubSpot, Iterable, or another marketing automation platform

Goosehead Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Goosehead Insurance and has not been reviewed or approved by Goosehead Insurance.

  • Pay Growth & Progression — High-income potential for top-producing sales staff is highlighted, with strong commissions available under the right circumstances. Feedback suggests this upside is achievable but typically requires sustained high performance and time to build a book.
  • Retirement Support — A 401(k) with employer matching and a four-year vesting schedule is described as part of the package. Some comments call out the match as a positive feature for long-term savings.
  • Equity Value & Accessibility — Employee stock-purchase opportunities and occasional stock awards are mentioned for certain roles. Feedback suggests these programs can add to total compensation, particularly for corporate employees.

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The Company
HQ: Dallas, TX
2,120 Employees
Year Founded: 2003

What We Do

Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.

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