Operations role in a global SaaS FinTech managing marketing programs and AI-driven workflow automation to optimize resources. Collaborating with executive leadership on deliverables and accountability.
Responsibilities
Own and operate Marketing’s end-to-end project intake, prioritization, and portfolio management, ensuring work is aligned to business goals, executive priorities, and customer journeys
Design, implement, and continuously optimize AI-driven workflows to automate scheduling, workload balancing, alerts, and stakeholder communications across tools like Asana, Jira, Slack, and Google Workspace
Stack-rank and re-prioritize a high volume of incoming marketing requests in a fast-paced, global, multi-product SaaS environment
Define marketing program objectives, KPIs, and tactical plans, and monitor progress using data-driven performance indicators
Forecast resource constraints using AI-powered alerts and collaborate with Marketing leadership to proactively resolve capacity, budget, or timeline risks
Partner cross-functionally with Sales, Product, Engineering, Customer Success, and external agencies to ensure seamless execution and delivery
Manage vendor and agency relationships to ensure contract compliance, on-time delivery, and efficient use of offshore and retained resources
Produce weekly executive- and board-ready reporting that clearly communicates measurable outcomes (pipeline, bookings, conversion, ROI) using data aggregated across multiple systems
Track time, spend, and overhead to support profitability analysis, operational improvements, and budget optimization
Lead, mentor, and develop two senior Marketing Operations professionals, fostering shared knowledge and operational excellence across the team
Requirements
7+ years of experience in agency traffic management, project management, or marketing operations, with program- or portfolio-level ownership
2+ years of people management experience leading senior individual contributors
Hands-on experience building or managing AI-powered workflows and automation for scheduling, intake, reporting, or resource management
Strong command of modern marketing and operations tools such as Asana, Jira, Slack, Salesforce, HubSpot/Marketo, and Google Analytics
Proven ability to communicate clearly and confidently with executive leadership and Private Equity stakeholders, using outcome-focused, data-driven insights
Demonstrated strength in prioritization, time management, and decision-making under pressure
Analytical mindset with the ability to define KPIs, evaluate program performance, and drive continuous improvement
Bachelor’s degree or equivalent practical experience
Benefits
A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize their finance operations.
A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-world challenges.
A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that supports your success.
A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making for businesses everywhere.
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