The Role
Manage and optimize the marketing tech stack (HubSpot, Salesforce, WordPress), execute end-to-end campaigns, maintain data hygiene and attribution, produce and manage video content for web and social, and deliver marketing analytics and reporting to support sales alignment and leadership decision-making.
Summary Generated by Built In
This posting is live in multiple regions as we're open to hiring this role from the US, UK, or India. There is one position available. Candidates across all locations will be considered together.
About the Role
About the Role
CFRA Research, an independent equity and fund research firm, is looking for a Marketing Operations Manager to own the systems and processes behind our marketing and sales engagement. This role sits at the center of our HubSpot instance, our Salesforce integration, and our web and social presence — turning campaign ideas into clean execution and clean data into usable insight.
What You'll Do
- Serve as primary HubSpot administrator: manage the portal, build and maintain workflows, automations, lead scoring, and campaign assets (landing pages, forms, emails, lists)
- Build and launch marketing campaigns end-to-end — from workflow logic to asset creation to post-launch reporting
- Own marketing analytics and reporting: campaign performance, engagement scoring, pipeline attribution, and ad hoc reporting for leadership
- Maintain data hygiene and process alignment between HubSpot and Salesforce, working closely with sales operations to ensure clean handoffs and accurate attribution
- Manage website updates and content publishing in WordPress , coordinating with marketing on landing pages, campaign microsites, and ongoing site maintenance
- Edit and produce video content (webinar clips, analyst commentary, promotional content) for use across web, email, and social channels
- Upload, format, and manage video content on YouTube, including titles, descriptions, thumbnails, and playlist organization
- Troubleshoot and optimize marketing tech stack performance, flagging and resolving integration or data issues
What You Bring
- 3-5 years of experience in marketing operations, with deep hands-on HubSpot administration — asset building, workflow/automation design, and reporting
- Working knowledge of Salesforce, including experience with CRM data structure and marketing/sales alignment
- Experience managing a website in WordPress or a comparable CMS
- Familiarity with financial services — comfortable with industry terminology, compliance-conscious content practices, and B2B audiences in asset management, wealth management, or related sectors
- Strong analytical instincts; comfortable pulling and interpreting campaign and engagement data
- Detail-oriented and process-driven, with the ability to manage multiple concurrent workstreams
Nice to Have
- Background at a research firm, asset manager, or financial data/analytics company
- Familiarity with paid digital advertising (LinkedIn Campaign Manager, Google Ads, or similar), including campaign setup, budget management, and performance tracking
- Comfort with basic video editing tools (e.g., Premiere Pro, CapCut, Descript) and experience managing a YouTube channel or content library
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
About
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Skills Required
- 3-5 years of marketing operations experience with deep hands-on HubSpot administration (asset building, workflows, automations, reporting)
- Working knowledge of Salesforce CRM, including CRM data structure and marketing/sales alignment
- Experience managing a website in WordPress or a comparable CMS
- Familiarity with financial services and B2B audiences; compliance-conscious content practices
- Strong analytical skills; comfortable pulling and interpreting campaign and engagement data, attribution, and reporting
- Detail-oriented and process-driven with ability to manage multiple concurrent workstreams
- Edit and produce video content and manage YouTube uploads, metadata, thumbnails, and playlists
- Background at a research firm, asset manager, or financial data/analytics company
- Familiarity with paid digital advertising platforms (LinkedIn Campaign Manager, Google Ads) including setup and performance tracking
- Comfort with basic video editing tools (Premiere Pro, CapCut, Descript) and experience managing a YouTube content library
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The Company
What We Do
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
