Sales & Marketing Operations Manager

REMOTE (US based) | Full-time

Supporting the Chief Marketing Officer & Chief Sales Officer, you will assist with administrative duties in, by being the company’s admin, primarily responsible for building out sales and marketing processes, reports and dashboards, but also supporting the business with their management needs.

In this role 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 and dashboards. Support marketing efforts, 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. With close alignment with marketing activities, and with the marketing team, you will assist in the creation and management of sales email and calling campaigns. You will also assist in managing the sales forecasting processes, sales territory assignments, sales tool creation, and new sales onboarding.

Key Responsibilities




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.