Marketing Operations Analyst

2 Months ago • 4 Years +

Job Summary

Job Description

The Marketing Operations Analyst will support the Marketing Operations Team by identifying marketing initiatives, business planning, and operational efficiency. This role involves leveraging Salesforce expertise and advanced analytics to optimize lead-to-close processes, enhance decision-making, and build metrics. The analyst will also analyze marketing performance, pipeline impact, and customer engagement trends to inform strategy. They will execute ad hoc data and reporting requests, build Salesforce reports and dashboards, and lead database governance projects. This role is highly collaborative and cross-functional.
Must have:
  • 4+ years of experience in marketing operations.
  • General knowledge of sales and marketing data architecture.
  • Expertise in Excel/Google Sheets and PowerPoint.
  • Experience with Salesforce.
  • Experience in extracting, manipulating, and analyzing data.
  • Hands-on experience with data visualization tools.

Job Details

We are seeking a highly analytical and strategic Marketing Operations Analyst to support the Marketing Operations Team in identifying driving marketing initiatives, business planning, and operational efficiency. This role is ideal for a detail-oriented, proactive professional who thrives in a fast-paced, high-impact environment.  

 

You will leverage Salesforce expertise, advanced analytics, and strategic insights to optimize our lead-to-close processes, enhance decision-making, build metrics, dashboards, and reports to inform and run the business. Provide actionable business recommendations through analyses and data storytelling. This role is highly collaborative and cross-functional. 

 

Key Responsibilities  

  • Strategic Revenue Reporting 

  • Develop and maintain attribution models and funnel metrics to calculate velocity, conversions, track KPI’s, pipeline health, win/loss rates, attribution, ARR/MRR, churn. 

  • Facilitate collaboration across the marketing team to improve efficiency, alignment, and execution of strategic initiatives. 

  • Analyze marketing performance, pipeline impact, and customer engagement trends to inform strategy. Identify scalable solutions to improve lead-to-close process. 

  • Execute ad hoc requests for data and reporting needs outside of available dashboards for Marketing and other cross-functional teams. 

  • Tech, Integration and Database 

  • Build, configure, and run Salesforce reports and dashboards. Be capable of creating salesforce formulas in reports and fields. Setup with Salesforce team integrations between marketing tech stacks and SFDC. 

  • Lead database governance and cleanliness projects to have trust in the data coming from multiple sources. 

  • Able to sift through multiple structured and unstructured data sets to create insights and identify trends. 

  • Process and Enablement 

  • Creating process documentation, end user manuals and training. 

  • Develop high-quality presentations, visuals, and written materials in an easily understood formats for technical and non-technical stakeholders, including executive-level communications. 

What You Bring  

  • 4+ years of experience in marketing, revenue, sales operations, strategy, consulting, finance, or a related field.  

  • General knowledge of sales and marketing data architecture. (Campaigns, Tactics, Email Metrics, MQL, SAL, SQL, SQO, …) 

  • Expertise in Excel/Google Sheets (pivot tables, VLOOKUP, modeling) and Powerpoint presentations. 

  • Experience with Salesforce 

  • Experience in extracting, manipulating, and analyzing data. 

  • Demonstratable hands on experience with popular data visualization tools like Tableau, Power BI, Looker, etc. 

  • Excellent written and verbal communication skills; proficient with presenting to cross-functional teams. 

  • Thrives and adapt in a fast-paced, high-growth and rapidly changing environment. 

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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