• Utilize LinkedIn, ZoomInfo, firm websites, government sites for business licenses, etc., to research accounts and add missing or update inaccurate information in CRM (Microsoft Dynamics).
• Develop, generate, and maintain regular and ad-hoc reports to support Marketing Operations. This includes creating dashboards and visualizations for data-driven decision-making.
• Analyze CRM data to identify trends, insights, and opportunities for improving marketing strategies. Provide actionable recommendations based on the analysis.
• Develop reports and analysis for Marketing Operations.
• Research mergers and acquisitions from association partners’ reports and update CRM accordingly; this includes adding tasks (activities) for the acquisition or merger, deactivating accounts and/or contacts, merging accounts, adding contacts, updating the entire account when necessary, and beyond.
• Add campaign responses and leads from BST Global inquiries, change relationship type to “Lead,” and add a “Status Update” when changing the relationship type.
• Assist with the organization’s conference/webinar spreadsheets by confirming that accounts and contacts are in CRM and the data is current.
• Support the Marketing department by adding or deactivating accounts and contacts in both the CRM and HubSpot.
• Support the Marketing department by pulling lists as needed for marketing campaigns.
• Provide regular updates and performance metrics for CRM data quality, including data completeness, accuracy, and timeliness.
• Keep Demandbase/HubSpot lists current; recommend changes/updates as needed.
• Support the Solutions Admin and Support teams when needed by adding or deactivating accounts and contacts.
• Support the Marketing department by testing, proofing, or reviewing items as needed.
• Create and maintain CRM instructions and glossary documentation.
• Continue to train Sales and Client Management departments on CRM/account research best practices.
• Perform other related duties as directed.

• Excellent interpersonal skills with the ability to work well with others and people of varying technical skills.
• Strong research and analytical skills.
• Advanced proficiency in data reporting and analytics, including the ability to create and interpret complex reports.
• Excellent communication skills.
• Strong organization skills and the ability to prioritize multiple assignments.
• Strong time management skills and ability to reprioritize constantly.
• Excellent problem-solving skills and scheduling abilities.

• Bachelor’s degree preferred but not required
• 3+ years’ experience working within Microsoft Dynamics is required
• Experience in data analytics and reporting tools (e.g., Power BI, Tableau) is highly desirable.
• Bonus if you have: HubSpot, Zoominfo or Demandbase experience

Marketing Operations Manager

0%

Exempt

This is a hybrid role. This job operates in a professional office environment on Tuesdays, Wednesdays and Thursdays each week. This role routinely uses standard office equipment such as desktop and laptop computers, phones, etc.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Position may require remote work across different time zones.