Marketing Operations Lead

Job not on LinkedIn

October 24

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $100k - $140k / year

⏰ Full Time

🟠 Senior

⚙️ Marketing Operations

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Allocate

WebsiteLinkedInAll Job Openings

Finance • Fintech • Wealth Management

Allocate is a private markets platform that empowers wealth advisors and family offices to build and manage high-quality investment portfolios through intelligent curation, tracking, and personalized infrastructure. The platform offers a variety of solutions including fund launching, client portfolio management, and access to curated private market opportunities. Allocate provides resources such as educational content, webinars, and community events, facilitating informed investment decisions for its clients. With a strong focus on high-net-worth clients and wealth advisory firms, Allocate aims to enhance the private market investing experience.

51 - 200 employees

Founded 2021

💸 Finance

💳 Fintech

💰 Venture Round on 2023-09

📋 Description

• Managing and optimizing Allocate's marketing systems - including HubSpot, Salesforce, Webflow, Brevo, and Google Analytics - for campaign execution, data flow, and full-funnel visibility • Evolving lifestyle marketing infrastructure: workflows, segmentation, lead routing, attribution, and reporting • Partnering with cross-functional teams to align systems with strategic business goals • Supporting website and campaign operations through enhancements, tagging, and analytic configuration • Ensuring system hygiene, documentation, and compliance with privacy standards (e.g., GDPR, CAN-SPAM) • Leading special projects: platform evaluations, data migrations, new tool implementations, and process improvements

🎯 Requirements

• 4–6+ years of hands-on experience managing and integrating marketing technology platforms in high-growth, SaaS or fintech context • Strong technical fluency across martech systems and data integrations into a unified revenue system • Proven ability to scale martech in a high-growth SaaS or fintech context • Ability to independently optimize workflows and documentation while collaborating with cross-functional stakeholders • Proficiency in HTML/CSS basics, UTM tagging, and digital tracking best practices • Project management skills and clear communication in fast-paced, iterative settings • A mindset rooted in problem solving and a commitment to excellent internal service preferred (but not required) • Deep working knowledge of HubSpot, Salesforce, Webflow, and Google Analytics • Experience scaling martech in a B2B or fintech environment • Familiarity with Brevo or similar email platforms • Interest in helping shape broader marketing operations strategy as systems evolve.

🏖️ Benefits

• Bonuses • Equity