Marketing Operations Manager

🔥 7 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Marketing Operations

👻 Ghost score 15%

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Conquest Planning Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💳 Fintech

💰 Series A on 2023-02

B2B • Fintech

Conquest Planning Inc. is a leading financial planning software company headquartered in Canada, with additional offices in the UK and USA. The company is committed to a purpose-driven approach to delivering financial advice, ensuring that every individual has access to great financial advice. Their intuitively designed product features a simple onboarding process and utilizes data-driven artificial intelligence to create beautifully designed, hyper-personalized financial plans. Founded in 2018 by seasoned financial technology veterans, Conquest Planning aims to accelerate the delivery of financial services through its innovative software solutions.

📋 Description

• Own day-to-day administration and optimization of Salesforce Marketing Cloud Account Engagement (previously Pardot) and its Salesforce integration • Manage connected lead enrichment and sales automation tools • Ensure clean data flow, routing, reliable syncs, and accurate full-funnel reporting • Document, maintain, and improve marketing systems, processes, and data supporting campaign execution and performance measurement • Design and manage lead and contact enrichment workflows • Build and maintain lead-routing logic in the marketing automation platform and Salesforce • Own quality assurance and issue resolution for lead routing • Build and manage segmentation rules for personalization, prioritization, and reporting • Audit and own the current instance, sending rules, segmentation rules, and processes • Troubleshoot campaign and automation issues across the marketing automation platform and CRM • Maintain the communications calendar and format • Partner with marketing on list builds, list loads, audience segmentation, program setup, and QA • Track campaign performance and attribution from click to close • Build and maintain dashboards and reports for pipeline, funnel performance, and campaign impact • Test formats and messaging for email and nurture campaigns • Work with revenue leaders to map data definitions, funnel stages, lifecycle models, and marketing and sales processes into operating systems • Apply AI tools, LLMs, and martech solutions to improve marketing efficiency • Design and implement intelligent automations to reduce manual work, improve data quality, and surface insights faster • Monitor the AI and automation landscape and identify tooling that reduces friction or unlocks new capabilities

🎯 Requirements

• 6+ years of experience in Marketing Operations, Revenue Operations, or a similar ops role • Deep, hands-on experience with Pardot (Salesforce Account Engagement) and Salesforce (admin-level or beyond) strongly preferred • Proven track record of administering and optimizing a marketing automation platform, including configuration, data hygiene, integrations, and continuous improvement • Regulated-industry experience a plus • Incredible organization skills, including taxonomies, naming conventions, and folder structures • Hands-on familiarity with sales automation and the broader martech stack • Ability to manage a multi-tool stack with focus on integration health, data quality, and end-to-end reliability • Strong analytical mindset; comfortable building dashboards, structuring reporting frameworks, and contributing to revenue forecasting conversations • Hands-on experience with AI and automation tools and a demonstrated history of applying them to reduce manual work and drive operational efficiency • Excellent communication and stakeholder management skills • Comfortable with ambiguity and fast-moving priorities • AI-savvy marketing operations expertise • Precision in marketing to prospects in a regulated industry

🏖️ Benefits

• Inclusive culture made up of extremely talented people • Leadership team with a proven track record of success • Hands-on coaching • Clear path to grow your career • Opportunity to join a fast-growing company as it expands across the globe • Competitive compensation • Generous benefits • Equal opportunity employer • Inclusive work environment • Accessibility support and accommodation during the recruitment process

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