Director, Marketing & Sales Operations

REMOTE (US based) | Full-time

Supporting the Chief Marketing Officer and Chief Sales Officer, you will serve as the primary administrator of In this capacity, you will purchase and integrate external financial institution data sources, help to maintain data accuracy, ensure adherence to standard marketing and sales processes, and create standard and ad hoc sales and marketing reports.

Support the Chief Marketing Officer with segmentation creation and list updates, based on new and purchased contacts, as well as campaign building in, campaign member structure, and lead source attribution.

You will also assist the Chief Sales Officer with strategizing and implementing prospect email and calling campaigns, detailed sales forecasting and sales territory assignments, Salesforce dashboards, and other reports.

Key Responsibilities

Core Competencies


Key Performance Indicators

Skills & Requirements

Apply now

If interested, shoot us an email at Tell us a little about yourself and attach your resume or include a link to your LinkedIn profile.