Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
Wealth.com is seeking a detail-oriented and highly organized Marketing Operations Coordinator to support our growing marketing team. This role will play a crucial part in optimizing our marketing technology stack, ensuring data integrity, and streamlining campaign execution. You will work closely with the demand generation, content, and sales teams to enhance marketing efficiency and performance.
As a Marketing Operations Coordinator, you will manage key marketing systems, assist with reporting and analytics, and support marketing automation workflows. This is an excellent opportunity for someone looking to develop expertise in marketing technology, operations, and analytics within a fast-growing SaaS company.
Responsibilities:
- Marketing Technology & Automation:
- Assist in managing and optimizing Wealth.com’s marketing automation.
- Set up and execute email campaigns, workflows, and lead nurturing sequences.
- Support landing page creation, A/B testing, and form tracking to enhance conversion rates.
- Oversee all marketing-related software, tools, and subscriptions, ensuring proper access, renewals, and budget alignment.
- Data Management & CRM Support:
- Maintain and clean marketing data within CRM systems (e.g., Salesforce, HubSpot).
- Ensure accurate data tracking for lead attribution, campaign effectiveness, and pipeline contribution.
- Manage contact segmentation and audience targeting for marketing initiatives.
- Campaign Execution & Performance Tracking:
- Support demand generation campaigns by managing program execution and performance monitoring.
- Track and report on key marketing metrics, including email engagement, lead conversion rates, and ROI.
- Assist in the development of dashboards and reports to provide insights for the marketing team.
- Cross-Team Collaboration & Support:
- Work closely with the demand generation, content, and sales teams to ensure marketing campaigns align with business objectives.
- Assist in monitoring and managing the marketing budget, including tracking expenses, subscriptions, and campaign costs to ensure alignment with financial goals.
- Research and recommend new tools and technologies to improve marketing efficiency.
- Assist in process documentation and optimization for marketing workflows.
Qualifications:
- 0-2 years of experience in marketing, operations, or analytics (internships count!).
- Familiarity with marketing automation platforms (e.g., HubSpot) and CRM systems (e.g., Salesforce).
- Strong analytical mindset with an interest in marketing performance measurement.
- Detail-oriented, organized, and eager to learn in a fast-paced environment.
- Proficiency in Excel/Google Sheets and experience with reporting tools is a plus.
- Passion for marketing technology and data-driven decision-making.
Why you'll love working for wealth.com
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
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