The Role
Manage and optimize marketing technology processes, support account-based marketing, drive sales-marketing alignment, and enhance AI workflows.
Summary Generated by Built In
We’re looking for a strategic, data-driven Marketing Operations Manager to join our growing team. This role will play a critical part in ensuring our go-to-market motions, data, and processes are built with leading-edge thinking and designed to accelerate growth.
You’ll own and optimize our marketing technology stack and processes—including how they integrate with Salesforce (CRM)—to create an operational foundation that helps us run smart experiments, identify what to scale, and make better decisions. You are highly curious, love to own and solve complex problems, and have already started leveraging AI workflows to unlock greater effectiveness.
About Regard
Our mission is to bring world-class healthcare to everyone. Regard is an AI-powered Proactive Documentation platform that advances how care is delivered by reviewing all patient data in the EHR to recommend diagnoses and surface clinical evidence. Regard drafts a note even before the physician sees the patient, enabling an approach that gets documentation right at the point of care - we call it Proactive Documentation. This improves quality of care, reduces physician burden, and improves hospital finances. We are excited by challenges, mission-oriented work, and meaningful relationships. We work closely with some of the top health systems in the country and are leading the change that healthcare - one of the largest and most inefficient industries in the world - needs. We want you to join us.
Responsibilities:
- Own the vision for the marketing tech stack, processes, and workflows that support growth in an account-based environment
- Support implementation of account-based marketing workflows, specifically signal-based inbound and outbound demand generation
- Drive alignment between sales and marketing through processes for account prioritization, account /lead scoring and management, and related SLAs
- Collaborate with Sales/BD to support outbound prospecting workflows and cadences
- Identify and remove friction in the funnel—tracking conversion from lead to closed-won—and recommend process improvements
- Create and maintain dashboards and reports that provide visibility into the marketing funnel, conversion rates, and performance KPIs
- Explore and execute AI-enabled and AI agent workflows to enhance our GTM efforts and maximize the value of existing tools and data
- Lean into digital marketing (including paid search) as required, leveraging a strong understanding of performance marketing
Qualifications:
- 5+ years in Marketing Ops or a similar role, with some of that in a B2B SaaS environment
- Deep understanding of marketing automation solutions (e.g. Hubspot, Pardot/Salesforce), Salesforce CRM and ABM tools (ideally 6sense)
- Fluent in funnel metrics, pipeline stages, and campaign performance analysis
- Thrive in cross-functional collaboration and can speak both “sales” and “marketing”
- Comfortable diving into CRM and marketing automation logic, and capable of troubleshooting complex workflows
- Passionate about finding smarter, more automated ways to do things and have begun exploring into AI-enabled workflows
Preferred Qualifications:
- Highly analytical and structured thinker
- Experience with sales outreach tools (e.g. Salesloft, Gong, Outreach) and other enrichment tools (e.g. Clay, Keyplay etc.)
- Strong understanding of digital marketing including search optimization
Hybrid Work | Location | Work Authorization
- For this role, Regard is currently only considering candidates who are authorized to work in the US without visa sponsorship, and are within the New York City metro area
- Our expectation for this role is to be in the office on Tuesdays and Wednesdays. We may request more frequent in-office work during the onboarding period.
- We will provide relocation assistance to anyone who does not already reside in the NYC metro area
- We prefer hiring people within commuting distance of our NYC office because we value getting together in person regularly
- For those who enjoy working from our Manhattan office on a more regular basis, we offer catered lunches and other fun perks
- Additionally, hybrid employees have the flexibility to work from locations outside of their home office from up to 6 weeks per year
Comp | Perks | Benefits
- Eligible for equity
- 99% employer paid health benefits (Medical, Dental, and Vision) + One Medical subscription
- 18 PTO days/yr + 1 week holiday break
- Annual $750 learning & development stipend
- Company-sponsored team retreat + social events
- A sabbatical program
Our goal at Regard is to provide and maintain a work environment that fosters mutual respect, professionalism and cooperation. Regard is proud to be an equal opportunity employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, national origin, ancestry, alienage or citizenship status, age, disability or handicap, sex, gender identity, marital status, familial status, veteran status, sexual orientation or any other characteristic protected by applicable federal, state or local laws. We celebrate diversity and are proud of our supportive, inclusive workplace.
All candidates must successfully complete a background check as part of the hiring process.
Top Skills
6Sense
Ai Workflows
Clay
Gong
Hubspot
Keyplay
Outreach
Pardot
Salesforce
Salesloft
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The Company
What We Do
Regard is a health-tech start-up designed with physician workflows in mind. Regard synthesizes historical patient data, automates note-taking, and recommends diagnoses, empowering physicians to practice at the top of their license and administrators to spend their energy advancing the industry.
Why Work With Us
At Regard, we are building a product that is saving lives. We have an open feedback/growth minded culture where you have direct access to executive team. Being a remote/hybrid company, we offer an outstanding work/life balance with opportunities for the team to come together in person for work and fun!
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