Marketing Operations Lead

OVERVIEW

We’re looking for a Marketing Operations Lead to join our centralized Revenue Operations team and serve as the primary partner to our Marketing organization. This is a senior individual contributor role for someone with deep experience in marketing systems, campaign operations, and data-driven go-to-market strategy.

This role is responsible for helping the business understand, measure, and optimize the marketing funnel – from top-of-funnel engagement to pipeline creation and revenue contribution. The ideal candidate is highly analytical, strategic, and has strong experience working cross-functionally with Marketing, Sales, Finance, and Engineering to align data, tools, and processes.

You’ll focus on shaping our Martech architecture, streamlining operational execution, and ensuring measurement is embedded across marketing workflows. If you’ve operated at a high level but prefer to stay hands-on in building systems and executing strategy, this is the kind of role where you can have outsized impact.

ABOUT THE ROLE

Understand functional performance and set strategy

• Develop and evolve the marketing analytics framework, with clear visibility into performance across the funnel from awareness to pipeline to revenue.

• Design and maintain dashboards, attribution models, and reporting that inform marketing investment decisions and strategic planning.

• Partner with Marketing leadership to analyze campaign and channel performance, optimize budget allocation, and forecast pipeline contribution.

• Conduct deep cohort and funnel analysis to uncover opportunities for improvement across audience segments and lifecycle stages.

• Collaborate with Data teams on predictive models for lead quality, pipeline conversion, and customer value.

• Build and present executive-level insights that connect marketing activity to business outcomes.

Drive operational excellence

• Partner with Growth, Enablement, and Sales to optimize the lead lifecycle, ensuring alignment on definitions, SLAs, handoffs, and conversion tracking.

• Define and monitor marketing efficiency metrics (e.g. MQL-to-SQL conversion, velocity through funnel stages, pipeline contribution by source).

• Identify and address operational bottlenecks related to campaign execution, lead routing, and reporting coverage.

• Champion best practices in process documentation, GTM alignment, and performance optimization.

Shape the analytics ecosystem

• Collaborate with IT, Data, and Engineering to ensure tools and systems support accurate, scalable, and self-serve reporting.

• Maintain trust in marketing data through governance, clear definitions, and source-of-truth reporting infrastructure.

• Provide input on MarTech tooling, data instrumentation, and performance tagging strategies.

IDEAL CANDIDATE

The ideal candidate is equally comfortable influencing senior stakeholders and working side-by-side with operators to solve complex problems. You thrive in environments where you can shape strategy while staying close to the systems, data, and processes that drive performance.

REQUIREMENTS

• 7-10 years of experience in marketing analytics, revenue operations, or marketing strategy, ideally within a B2B SaaS environment.

  Proven track record of building end-to-end marketing performance frameworks, from campaign analytics and funnel performance to forecasting and attribution.

  This role will require data manipulation and the candidate will need advanced skills in Excel/Google Sheets. Preferably, they will also have exposure to SQL and BI tools like Looker, Tableau, or Hex.

  Familiarity with Salesforce, HubSpot, PostHog, or similar systems. Able to work effectively within marketing systems, but with focus on insights and strategy.

  Experience influencing marketing investment decisions, designing executive-level reporting, and guiding teams through data-informed prioritization.

FUNCTIONAL & BEHAVIORAL ATTRIBUTES

• High intellectual curiosity. Strong willingness and intrinsic desire to learn new things.

• Rigorous analytical problem-solving. Demonstrated ability to drive thorough and trusted insights to complex business problems, often with complex datasets and systems.

• Strong business acumen. Ability to quickly scale up understanding and mastery of the business, and apply critical thinking to leverage new insights and recommendations.

• Excellent communication skills. Clear, concise, and structured written and verbal communication. Ability to exert influence with senior leaders when appropriate.

• Collaborative by nature. Leans to working cross-functionally to solve long-term, high-yield projects, but also demonstrates judgment on when to move fast solo.

• Tolerance for adversity & uncertainty. Passionate about tackling new, ambiguous challenges with a positive, growth mindset.

ABOUT MODERN TREASURY

Modern Treasury is the leading payment operations platform built for the Instant Economy. It helps customers build their best business with faster payments, smarter workflows, and real-time visibility—all powered by AI. The payment operations platform and best-in-class developer tools help companies move, track, and reconcile money in real-time. Founded in 2018, San Francisco-based Modern Treasury serves leading companies across broad sectors of the economy.

Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

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