PitchMeAI
SmartAsset

Senior Marketing Operations Manager

SmartAsset · United States

  • Hybrid
  • Full-time
  • $175,000 / year
  • United States
Tailored resumekeyword-matched to this role.
Hiring managerwe find who's hiring.
Intro emaildrafted to reach them directly.

Job highlights

  • Optimize lead-to-revenue lifecycle for conversion improvements.
  • Monitor KPIs and deliver insights to leadership.
  • Own demand generation operational foundation and tools.
  • Align marketing and sales for pipeline growth.
  • Develop customer segmentation for multi-channel campaigns.

About the role

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 Recruiting@smartasset.com.

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.

Key skills/competency

  • Marketing Operations
  • Revenue Operations
  • Sales Operations
  • Salesforce
  • Pardot
  • Marketo
  • SQL
  • Tableau
  • Demand Generation
  • Lead-to-Revenue Lifecycle

Skills & topics

  • Marketing Operations Manager
  • Marketing Operations
  • Revenue Operations
  • Sales Operations
  • Salesforce
  • Pardot
  • Marketo
  • SQL
  • Tableau
  • Demand Generation
  • Lead-to-Revenue
  • MQL
  • GTM
  • Customer Segmentation
  • Financial Services Marketing

How to get hired

  • Tailor your resume: Highlight marketing operations, revenue operations, and Salesforce expertise. Quantify achievements in lead conversion and pipeline growth.
  • Showcase technical skills: Emphasize proficiency in Salesforce, Pardot/Marketo, SQL, and Tableau. Include any relevant certifications.
  • Demonstrate analytical thinking: Provide examples of how you've used data to identify friction points and optimize marketing funnels.
  • Understand the GTM: Articulate your experience with demand generation, marketing-sales alignment, and customer segmentation strategies.
  • Prepare for technical and behavioral questions: Be ready to discuss your approach to optimizing the lead-to-revenue lifecycle and driving cross-functional collaboration.

Technical preparation

Master Salesforce flows, data structures, and schema.,Gain certification in Salesforce, Pardot, or Marketo.,Practice advanced SQL for complex data analysis.,Build effective Tableau dashboards with complex data.

Behavioral questions

Describe optimizing a lead-to-revenue lifecycle.,How do you ensure marketing and sales alignment?,Share an example of data-driven segmentation.,How do you translate insights into actionable strategies?

Frequently asked questions

What are the key technologies used by the Marketing Operations team at SmartAsset for this Senior Marketing Operations Manager role?
For this Senior Marketing Operations Manager position at SmartAsset, key technologies include Salesforce (with advanced capabilities in flows, data structures, and schema), Pardot or Marketo (certification preferred), SQL for data querying and analysis, and Tableau for dashboard creation and executive visualizations. Experience with paid marketing platforms is also beneficial.
How does SmartAsset define success for a Senior Marketing Operations Manager in terms of lead generation and sales alignment?
Success for a Senior Marketing Operations Manager at SmartAsset is defined by optimizing the full lead-to-revenue lifecycle, driving continuous conversion rate improvements. This includes owning the demand generation operational foundation, ensuring effective tool utilization for MQL volume, and fostering strong marketing-sales alignment to accelerate pipeline growth and conversion.
What specific experience is crucial for the Senior Marketing Operations Manager role at SmartAsset?
Crucial experience for this Senior Marketing Operations Manager role includes 7+ years in marketing, revenue, or sales operations. A deep understanding of the lead-to-revenue lifecycle, with proven ability to connect data touchpoints from web traffic to Salesforce pipeline, is essential. Proficiency in Salesforce, SQL, and Tableau is also a key requirement.
Does SmartAsset offer opportunities for professional development or certifications for its Marketing Operations team?
While not explicitly stated, SmartAsset values expertise and prefers candidates with certifications in Salesforce, Pardot, or Marketo. This suggests a company culture that recognizes and potentially supports professional development and acquiring relevant certifications to excel in roles like the Senior Marketing Operations Manager.
What is the expected impact of the Senior Marketing Operations Manager on SmartAsset's business growth?
The Senior Marketing Operations Manager is expected to significantly impact SmartAsset's revenue and customer base growth by optimizing demand generation motions and enhancing the marketing tech stack. This role drives conversion rate improvements, provides actionable insights to leadership, and ensures efficient MQL generation to support sales efforts.
How does SmartAsset leverage data and analytics in its marketing operations?
SmartAsset heavily leverages data and analytics in its marketing operations. The Senior Marketing Operations Manager is expected to be an analytical problem solver, using data-backed expertise to define and monitor KPIs, build dashboards, deliver insights, and develop data-driven customer segmentation strategies based on behavioral, firmographic, and intent data.
What are the benefits of working remotely as a Senior Marketing Operations Manager at SmartAsset?
Working remotely as a Senior Marketing Operations Manager at SmartAsset offers significant flexibility, allowing you to work from where you thrive within the contiguous U.S. SmartAsset provides comprehensive health coverage, life/disability protection, financial wellness benefits including a 401(k) match, generous time off, and additional perks like a home office stipend.