Lakeside Software is how organizations with large, complex IT environments can finally get visibility across their entire digital estates and see how to do more with less. Lakeside Software helps companies gain a better view, so they can see the hidden issues, the smartest fixes, and the biggest savings. We collect and analyze more endpoint data than anyone else. The more data you have, the better your results will be. That’s why so many of the world’s leading companies look to Lakeside to gain visibility across their entire digital estates, empowering them to do more with less.
Role
We are looking for a highly analytical and systems-savvy Sales & Marketing Operations Manager to optimize how we generate, track, and convert pipeline. This role will sit at the center of sales and marketing performance—ensuring visibility, accountability, and efficiency from first touch to closed-won.
You’ll be responsible for reporting and insights, process optimization, and system integrity across Salesforce, Marketo, and supporting tools. You’ll also take ownership of marketing automation workflows, lead lifecycle management, and CRM hygiene, driving continuous improvement and operational alignment between sales and marketing.
Key Responsibilities
· Develop and maintain BI dashboards and reports to track:
o Lead-to-opportunity conversion rates
o Sales cycle velocity
o Win/loss rates and revenue attribution
o Marketing-sourced and influenced pipeline
· Ensure seamless lead flow and lifecycle management across Marketo and Salesforce, including MQL, SAL, SQL, and opportunity handoffs
· Own marketing automation programs in Marketo, including campaign execution, scoring, routing, and nurturing workflows
· Manage CRM data hygiene, including deduplication, field governance, segmentation, and enrichment strategies
· Partner with Sales Ops, RevOps, and GTM teams to ensure accurate forecasting, territory planning, and funnel performance tracking
· Help define and enforce processes for lead qualification, sales stage definitions, and pipeline SLA compliance
· Support tool integrations and data sync across platforms such as 6sense, LinkedIn, ZoomInfo, Gong, and others
· Continuously audit and improve GTM infrastructure and data models to support scalability and performance reporting
Requirements
· 4–7 years of experience in sales or marketing operations at a B2B SaaS company
· Advanced proficiency in Salesforce, Marketo, and BI/reporting tools (e.g., Tableau, Power BI, Salesforce dashboards)
· Proven experience analyzing and improving funnel metrics and sales/marketing performance
· Strong understanding of lead lifecycle management, campaign attribution, and funnel KPIs
· Experience managing marketing automation workflows and campaign execution in Marketo
· Meticulous attention to data quality and systems hygiene
· Highly collaborative with excellent communication and documentation skills
· Bachelor’s degree in business, marketing, analytics, or a related field
Lakeside Software is committed to pursuing a diverse and talented team and offering an inclusive environment for all employees and candidates. We are particularly interested in receiving candidate applications from a broad spectrum of individuals, including women, historically marginalized groups, individuals with disabilities, members of the LGBTQIA+ community, veterans, and any other legally protected group. Lakeside is dedicated to providing equal access and opportunity, as well as reasonable accommodation, for individuals with disabilities in employment, its services, activities, and programs. Lakeside is an Equal Opportunity Employer and does not make hiring or employment decisions on any basis protected by applicable local, state, or federal laws or prohibited by Company policy. If reasonable accommodation is needed to participate in the job application or interview process, to perform required job functions, or to receive other benefits and privileges of employment, please contact accomodations@lakesidesoftware.com.
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What We Do
Lakeside Software is how organizations with large, complex IT environments can finally get visibility across their entire digital estate and see how to do more with less. For far too long, IT teams have struggled to see what’s going on in their dark estate – where costly inefficiencies, poor employee experiences, and unresolved problems hide. Only Lakeside lets you give everyone a better view, so they can see the hidden issues, see the smartest fixes, and see the biggest savings. That’s why so many of the world’s leading global brands rely on Lakeside. And it’s how our customers see an average ROI of more than 250%. Learn how you can get a better view at lakesidesoftware.com.
Why Work With Us
Lakeside Software is recognized as a DEX market leader by Gartner, Forrester, and ISG. Building off of its long history, the Lakeside of today has made massive strides to modernize the programs and strategies that positively impact our employees. We are customer-first and that value saturates all areas of our business, starting with our people.
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