Marketing Operations Manager, Addepar
$102-159k
Salary only applicable to Colorado, California, and New York based candidates + Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$102-159k
Salary only applicable to Colorado, California, and New York based candidates + Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment
- 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree
- 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows
- 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players
- A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment
- Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success
- Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics
- Strong understanding of sales and marketing processes and best practices, along with associated metrics
- Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds
- Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration
- Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders
What the job involves
- We are seeking a Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success
- Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools
- Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions
- Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth
- Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers
- Lead/Marketing Reporting & Data Strategy:
- Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization
- Solidify and document the data infrastructure for accurate and scalable attribution and measurement
- Develop and maintain reporting systems to identify key touchpoints for improving conversion rates
- Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment
- Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality
- Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards
- Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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