Note: The job is a remote job and is open to candidates in USA. CFRA Research is an independent equity and fund research firm seeking a Marketing Operations Manager to oversee marketing and sales engagement systems and processes. This role will manage HubSpot, Salesforce integration, and marketing analytics, ensuring campaign execution and data integrity.
Responsibilities
- Serve as primary HubSpot administrator: manage the portal, build and maintain workflows, automations, lead scoring, and campaign assets (landing pages, forms, emails, lists)
- Build and launch marketing campaigns end-to-end — from workflow logic to asset creation to post-launch reporting
- Own marketing analytics and reporting: campaign performance, engagement scoring, pipeline attribution, and ad hoc reporting for leadership
- Maintain data hygiene and process alignment between HubSpot and Salesforce, working closely with sales operations to ensure clean handoffs and accurate attribution
- Manage website updates and content publishing in WordPress , coordinating with marketing on landing pages, campaign microsites, and ongoing site maintenance
- Edit and produce video content (webinar clips, analyst commentary, promotional content) for use across web, email, and social channels
- Upload, format, and manage video content on YouTube, including titles, descriptions, thumbnails, and playlist organization
- Troubleshoot and optimize marketing tech stack performance, flagging and resolving integration or data issues
Skills
- 3-5 years of experience in marketing operations, with deep hands-on HubSpot administration — asset building, workflow/automation design, and reporting
- Working knowledge of Salesforce, including experience with CRM data structure and marketing/sales alignment
- Experience managing a website in WordPress or a comparable CMS
- Familiarity with financial services — comfortable with industry terminology, compliance-conscious content practices, and B2B audiences in asset management, wealth management, or related sectors
- Strong analytical instincts; comfortable pulling and interpreting campaign and engagement data
- Detail-oriented and process-driven, with the ability to manage multiple concurrent workstreams
- Background at a research firm, asset manager, or financial data/analytics company
- Familiarity with paid digital advertising (LinkedIn Campaign Manager, Google Ads, or similar), including campaign setup, budget management, and performance tracking
- Comfort with basic video editing tools (e.g., Premiere Pro, CapCut, Descript) and experience managing a YouTube channel or content library
Benefits
- 21 days of Annual Vacation
- 8 sick days
- 6 casual days
- 1 paid Volunteer Day
- Medical, Accidental & Term Life Insurance
- Telehealth, OPD
- Competitive pay
- Annual Performance Bonus
Company Overview