Responsibilities

• Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
• Oversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns
• Collaborate with cross-functional teams including marketing, sales, and product to create and execute automated marketing campaigns that target key segments and personas
• Analyze and optimize marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
• Manage the integration of marketing automation platforms with CRM systems (e.g., Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
• Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders
• Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement
• Stay current with AI and industry best practices in marketing automation, making recommendations for new tools and strategies to enhance marketing operations.
• Train and support marketing and sales teams in using marketing automation tools effectively, including providing guidance on campaign setup, segmentation, and A/B testing

Requirements

• Experience - 5+ years of experience in marketing automation, operations, or related roles, preferably at a B2B financial services, fintech, or SaaS organization
• Strong analytical skills with the ability to interpret data, identify trends, and make data-driven recommendations for optimization
• Excellent project management skills with the ability to manage multiple projects simultaneously and meet tight deadlines
• Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
• Proficiency in CRM systems such as Salesforce, including experience with data management and integration between CRM and marketing automation platforms
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks ( Salesforce, HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus )
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
• Competitive pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).