Senior Marketing Operations Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
150K-175K Annually
Senior level
Consumer Web • Digital Media • eCommerce • Fintech • Financial Services
SmartAsset is an online destination for consumer-focused financial information and advice.
The Role
Drive and optimize the full lead-to-revenue lifecycle, build dashboards and KPIs, manage demand generation operations and martech stack, align marketing and sales to accelerate pipeline, operationalize GTM initiatives, and develop customer segmentation to power multi-channel campaigns using data-driven insights.
Summary Generated by Built In

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.


About the Team:

The Sales Strategy, Operations, & Enablement (SSOE) team is at the epicenter of a rapidly growing business focused on acquiring new B2B customers in the Financial Services space. We are general athletes who have the strategic agility to flex into different parts of the organization to provide thought leadership and operational scale. The team is adept at  transitioning between high-level strategy and tactical execution, and managing competing priorities in a fast-paced, ever-changing business environment. 


About the Role:

We are seeking a talented Senior Marketing Operations Manager who can help us grow our revenue and customer base by optimizing our demand generation motions and improving how we operate our marketing tech stack. The ideal candidate is an analytical problem solver, bringing data-backed expertise across the many domains of revenue strategy and operations. This teammate must have keen instincts for building revenue generating machines and a passion for marketing analytics. 


In This Role, You Will:

  • Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels..
  • Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
  • Own the operational foundation of Demand Generation. Understand what tools to use and when to use them to drive Marketing Qualified Leads (MQL) volume for the Sales team.
  • Drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies that accelerate pipeline growth and conversion.
  • Partake in operationalizing strategic initiatives in support of the broader Go-to-Market (GTM) team - sometimes, as a project leader, other times, as a key contributor.
  • Develop and execute a customer segmentation strategy based on behavioral, firmographic, and intent data to power effective, multi-channel marketing campaigns.

 

Skills / Experience You Have: 

  • 7+ years of experience in marketing operations, revenue operations, and/or sales operations.
  • Expert understanding of the lead-to-revenue lifecycle, with proven experience tracking and connecting data touchpoints across web traffic, buyer intent signals, lead capture, and Salesforce pipeline.
  • At least one certification with Salesforce, Pardot (Salesforce Marketing Cloud Account Engagement) or Marketo.
  • Advanced command of Salesforce functions, capabilities, flows, data structures, and data schema.
  • Strong proficiency in Structured Query Language (SQL) for querying complex databases, data manipulation, and advanced pipeline analysis.
  • Ability to construct Tableau dashboards, leveraging logical functions and parameters to translate complex data sets into clean, actionable executive visualizations.
  • An innate curiosity and analytical mindset to dive deep into business data, identifying friction points and optimization opportunities across any domain.

Skills / Experience Preferred:

  • Experience working directly with paid marketing channel platforms (e.g. Google Ads, LinkedIn, social media, etc).
  • Extensive understanding of infrastructural and operational design principles related to Account Based Marketing (ABM) and multi-touch attribution models.
  • Proven experience leveraging Gen AI and LLMs to automate complex workflows, scale operational infrastructure, and eliminate manual bottlenecks.
  • Background in Financial Advisory Services, Residential Real Estate, or Insurance industries. 

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer 
  • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) 

Available Benefits and Perks: 

  • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
  • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
  • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
  • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
  • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
  • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $150,000 to $175,000 base salary + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Skills Required

  • 7+ years of experience in marketing operations, revenue operations, and/or sales operations.
  • Expert understanding of the lead-to-revenue lifecycle and connecting data touchpoints across web traffic, buyer intent, lead capture, and Salesforce pipeline.
  • At least one certification with Salesforce, Pardot (Salesforce Marketing Cloud Account Engagement), or Marketo.
  • Advanced command of Salesforce functions, capabilities, flows, data structures, and data schema.
  • Strong proficiency in SQL for querying complex databases and pipeline analysis.
  • Ability to construct Tableau dashboards leveraging logical functions and parameters for executive visualizations.
  • Analytical mindset and curiosity to dive deep into business data and identify optimization opportunities.
  • Experience working directly with paid marketing channel platforms (e.g., Google Ads, LinkedIn, social media).
  • Extensive understanding of ABM infrastructure and multi-touch attribution models.
  • Proven experience leveraging Gen AI and LLMs to automate workflows and scale operations.
  • Background in Financial Advisory Services, Residential Real Estate, or Insurance industries.
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The Company
HQ: New York, New York
300 Employees
Year Founded: 2012

What We Do

SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products. SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.

Why Work With Us

We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators.

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