Position Summary:
The Marketing Operations Manager is responsible for driving the strategy, execution, and optimization of marketing operations that support Coterie’s growth across all distribution partners and audiences. This role ensures the marketing organization operates efficiently by managing marketing technology, data, campaign operations, and reporting infrastructure.
Partners with other members of marketing, growth/revenue, insurance, and technology teams to develop scalable systems and processes that support agent and customer acquisition, partner engagement, customer retention, and pipeline growth. The role ensures marketing programs are measurable, data-driven, and aligned with revenue goals. This role serves as the operational backbone of the marketing team, ensuring campaigns, automation, and reporting systems are optimized to deliver measurable ROI and continuous improvement.
Key Responsibilities:
- Develops and executes marketing operations processes and systems that enable scalable campaign execution, data-driven decision making, and measurable marketing performance.
- Manage and support marketing team members responsible for creative and content execution to ensure campaign readiness and alignment with marketing priorities.
- Evaluates and implements marketing technology solutions that improve campaign execution, integration, and marketing performance management such as CRM integrations, marketing automation systems, analytics tools, and attribution platforms.
- Partners with marketing leadership and support operational infrastructure for campaign strategies across digital marketing, lifecycle marketing, partner marketing, and demand generation programs.
- Establishes campaign execution processes including timelines, asset coordination, quality assurance, and launch readiness.
- Designs, implements, and optimizes marketing automation workflows, lead management processes, and lifecycle nurturing programs to support agent acquisition, partner engagement, and customer retention.
- Maintains marketing data quality and standards, segmentation frameworks, and audience management processes to support targeted marketing campaigns.
- Develop dashboards, reporting frameworks, and attribution models to measure marketing performance, pipeline contribution, and campaign ROI.
- Collaborates with revenue operations and revenue leadership to align lead routing, scoring, and pipeline management processes.
- Builds and manages the marketing campaign calendar and ensures campaigns are executed accurately across all systems and channels.
- Partners with cross-functional teams including insurance, growth/revenue and marketing peers to lead product launches and go-to-market initiatives.
- Analyzes marketing performance data and provides insights to inform strategy, optimization, and investment decisions.
- Oversee marketing operations vendors and technology partners to ensure systems are optimized and aligned with business goals.
- Drives continuous improvement in marketing processes, documentation, and operational best practices while ensuring all marketing systems, processes, and data practices comply with privacy regulations and internal governance standards.
- Manages marketing operations budgets related to technology platforms, data tools, and operational vendors
Required Education & Experience:
- Bachelor’s degree in Marketing, Communications, Business, Advertising, or related field.
- 5-8+ years of experience in marketing operations, revenue operations, or marketing analytics within a B2B or technology-driven organization.
- Experience working with marketing automation platforms, CRM systems, and analytics tools required.
- Experience supporting cross-functional marketing teams and managing marketing technology stacks.
- Experience managing marketing automation platforms such as HubSpot, Marketo, Salesforce (including Marketing Cloud/Pardot), or similar systems.
- Experience in insurance, fintech, or insurtech industries is strongly preferred but not required.
Knowledge, Skills & Abilities:
- Strong understanding of CRM systems (Salesforce or equivalent) and integration with marketing platforms.
- Experience designing and managing lead lifecycle processes including lead scoring, routing, and nurturing workflows.
- Strong analytical and reporting capabilities including marketing dashboards, attribution models, and pipeline analytics.
- Ability to translate marketing strategy into scalable operational systems and processes.
- Experience managing marketing data, segmentation strategies, and audience targeting frameworks.
- Strong project management skills with the ability to manage multiple campaigns, systems, and priorities simultaneously.
- Excellent collaboration skills with the ability to work cross-functionally with marketing, sales, product, and leadership teams.
- Strong written and verbal communication skills with the ability to oversee content strategy, guide content development, and ensure consistent messaging and brand voice across marketing initiatives.
- Demonstrated ability to optimize marketing performance through data-driven insights and experimentation.
- Problem solving mindset.
Our interview process:
Our hiring process generally consists of 4 phases. The goal is to provide an opportunity for us to learn more about our candidates while allowing them to get to know us as well!
- Phase 1: Qualified candidates will first meet with a member of our People Operations team for a phone interview. This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
- Phase 2: Selected candidates will be invited to meet with our Hiring Manager for a 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role and expected to be 30 minutes in length.
- Phase 3: Top candidates will be invited to participate in an experiential exercise interview. This will include a project provided in advance along with a 1-hour interview conducted with our hiring manager and may also include 1:1 interviews with additional team members. This series is expected to be 1-2 hours in length.
- Phase 4: Final candidates will be invited to meet with a member of our senior leadership team. This interview is expected to last 30 minutes in length.
What's in it for you:
Coterie has excellent benefits for all full-time employees. We offer the following:
- 100% remote
- Health insurance through Aetna (we pay 100% of premiums)
- Dental and vision insurance through Guardian (we pay 100% of premiums)
- Basic life insurance (we pay 100% of premiums)
- Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
- 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
- Flexible PTO policy offering up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment. After the first year of employment and effective as of the anniversary date, eligibility transitions to up to 4 to 5 weeks of time off annually to recharge and sustain long-term success.
- 12 company-paid holidays each year
- Continuing education annual stipend
- Annual salary estimated between $115,000-130,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.
Work Authorization:
At this time, Coterie Insurance is unable to consider candidates who require current or future visa sponsorship. Applicants must have authorization to work in the United States without the need for sponsorship now or in the future. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.