| Title / Role | Experience | Core Competencies | Activities | Development areas |
|---|---|---|---|---|
| Marketing Operations Specialist | ~2 years | Process-oriented and analytical thinker |
Comfortable manipulating and interpreting data (for example, in Google Sheets or Excel).
Proficient with core marketing automation functionality including building and deploying emails, building out automation programs, updating lead scoring, creating forms, and building segments.
Conversant in the primary ways marketing teams measure performance (ex: attribution models, MQL, CPL, CPA, conversion rates, etc.). | Support the implementation and configuration of the marketing technology stack, including building multi-product integrations, and building email nurture and lead follow up configurations
Support the execution of marketing programs including webinars, email marketing, content syndication, and ABM initiatives.
Partner with events/field marketing to ensure proper attribution and timely follow up of leads.
Report out on campaign results to the team.
Create frameworks and processes to streamline the rollout of content, webinars, and email sends to ensure quality and identify areas for optimization. | Continually research, recommend, and evaluate new technologies.
Stays current with industry trends, emerging technologies and strategies, and finds ways to experiment with them.
Proactively engages with other teams within and outside of marketing to help ensure consistent processes and data flow. | | Marketing Operations Manager | ~5 years | Proficient with advanced marketing automation functionality including managing a system of nurture tracks, ensuring proper data flows between various systems, and troubleshooting issues as they arise.
Deep understanding of the various tools that comprise the marketing technology stack.
Reporting and analytics (potentially shared with dedicated analytics function). | Own the marketing technology stack, working closely with RevOps to ensure alignment across the GTM funnel
Report on programs and campaigns consistently, and share results with stakeholders across the organization
Ensure leads are properly routed, attributed to related campaigns, and that we have a consistent processes and data flow between sales and marketingHelp define and implement lead qualification and scoring, and marketing attribution models.
Build audience segmentation to help ensure marketing delivers the right message, to the right audience, at the right time / stage.
Support the sales development team by ensuring leads are properly routed and attributed to related campaigns with any actionable data. | Invest in learning a new facet of marketing technology that will augment the operations function by pursuing a certification / training, or spinning up a new technology investment.
Partner closely with sales leadership to recommend and define lead scoring, account scoring, and routing. | | Senior Marketing Operations Manager | ~7 years | Sets the marketing technology and operations strategy. | Drive the “roadmap” for operational improvements for the team.
Recommend tooling and process changes to improve efficiency, lower costs, and increase ROI.
Own lead definitions and routing decisions alongside sales leadership
Team lead and / or direct people leadership | |