Responsibilities

• Coordinate operational workflows across Marketing, Sales, Listings, Lending, Construction, and Operations.
• Design, document, and continuously improve end-to-end marketing workflows.
• Standardize marketing intake, approvals, campaign execution, publishing, and reporting processes.
• Maintain visibility into project status, priorities, dependencies, and deadlines.
• Identify workflow bottlenecks and recommend scalable process improvements.
• Support the Marketing Operations Analyst by ensuring field execution aligns with campaign priorities and operational timelines.
• Own the structure, maintenance, and optimization of Zoho CRM marketing workflows, automations, and lead pipelines.
• Maintain lead routing, lifecycle tracking, tagging, and campaign attribution.
• Ensure CRM data integrity and consistency across marketing systems.
• Support implementation of automations that improve marketing and sales efficiency.

Requirements

• 3–6+ years in marketing operations, CRM administration, analytics, project management, or business operations
• Experience with Zoho CRM or similar platforms
• Experience building dashboards and executive reports
• Strong Excel, Power BI, Looker Studio, Tableau, or similar reporting experience
• Strong project management and workflow documentation skills
• Comfortable communicating with executive leadership
• Strong organizational and analytical thinking
• Comfortable participating in customer-facing marketing initiatives and representing the brand when appropriate

Preferred

• Systems thinking and ability to identify operational inefficiencies
• Ability to connect data with business outcomes
• Ability to simplify complex information for leadership
• Ability to represent the brand when opportunities arise
• Ownership
• Operational Excellence
• Analytical Thinking
• Precision
• Collaboration