📌 Core Information
🔹 Job Title: Manager, Marketing Business Operations
🔹 Company: SoFi
🔹 Location: San Francisco, CA & New York, NY
🔹 Job Type: On-site
🔹 Category: Financial Services
🔹 Date Posted: April 29, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site (with potential for hybrid)
🚀 Job Overview
Key aspects of this role include:
- Driving organizational effectiveness within the marketing function
- Leading strategic projects and initiatives, such as SoFi Plus Experiences
- Cross-functional collaboration with various teams, including Brand, Sports Marketing, and Channel Owners
- Building business cases, value propositions, and go-to-market strategies
- Managing and mentoring team members, including an Associate, Marketing Business Operations
ASSUMPTION: This role requires a high level of strategic thinking, project management, and cross-functional collaboration. The ideal candidate will have experience in marketing, financial services, or consumer technology.
📋 Key Responsibilities
✅ Structure complex problems, define clear hypotheses, and build business cases to influence marketing approaches
✅ Create the partnership pipeline for Experiences, collaborating with Brand Strategy and Sports Marketing to identify and execute opportunities
✅ Lead the creation of value propositions and go-to-market strategies for strategic initiatives, partnering with various marketing teams
✅ Produce quantitative models in support of strategic, operational, and planning decisions in collaboration with marketing leadership, Marketing Data Science, and Finance
✅ Build Board and Executive-ready presentations, documents, and communications to effectively convey recommendations, summarize plans and priorities, and celebrate achievements
✅ Manage and mentor the Associate, Marketing Business Operations
✅ Manage and execute ad-hoc activities as requested by the Director of Marketing Business Operations, the marketing leadership team, and the CMO
ASSUMPTION: This role involves a mix of strategic planning, project management, and operational tasks. The ideal candidate will be comfortable wearing multiple hats and adapting to changing priorities.
🎯 Required Qualifications
Education: Bachelor’s degree required
Experience: 5+ years of work experience in a top-tier consulting firm, investment bank, or high-growth technology business
Required Skills:
- Expertise building Board and Executive-ready presentations
- Proven ability to build strong relationships and lead cross-functional teams
- Strong analytical skills and attention to detail in building financial models and business cases
- Strategic and proactive approach to problem-solving, particularly in ambiguous and dynamic environments
- Hands-on operational capabilities with advanced proficiency in Google Suite, MS Office Apps, etc.
- Experience in financial services, consumer technology, and marketing
- Excellent time and project management skills with a track record of delivering on complex projects
Preferred Skills:
- Experience with marketing business operations or similar roles
- Familiarity with SoFi’s products and services
ASSUMPTION: The ideal candidate will have a strong background in marketing, financial services, or consumer technology, with a proven track record of driving strategic initiatives and managing cross-functional teams.
💰 Compensation & Benefits
Salary Range: $120,000 - $180,000 (based on experience and location)
Benefits:
- Comprehensive and competitive benefits package
- 401(k) matching
- Employee stock purchase plan
- Health, dental, and vision insurance
- Flexible spending accounts
- Generous paid time off
- Employee referral bonuses
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid work arrangements
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in San Francisco and New York. Final offers will be determined based on individual factors such as experience, skills, and location.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services. SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help its millions of members reach their financial goals.
Company Size: 1,001-5,000 employees. SoFi offers the benefits and resources of a large organization while maintaining a startup-like culture.
Founded: 2011. SoFi was founded with the mission of helping people get their money right and has since expanded its offerings to include student loan refinancing, mortgages, personal loans, wealth management, and more.
Company Description:
- SoFi is a values-driven company on a mission to help its members achieve financial independence and realize their ambitions
- SoFi creates modern financial products and services that help people borrow, save, spend, invest, and protect their money better
- SoFi is committed to embracing diversity and offers reasonable accommodations to candidates with physical or mental disabilities
Company Specialties:
- Student Loan Refinancing
- Mortgages
- Personal Loans
- Wealth Management
- Life Insurance
- Career Strategy
- Personal Finance
Company Website: SoFi.com
ASSUMPTION: SoFi is a well-established financial services company with a strong focus on innovation and technology. The company offers a comprehensive range of financial products and services and is committed to helping its members achieve their financial goals.
📊 Role Analysis
Career Level: Managerial. This role is a mid-level management position within the marketing department.
Reporting Structure: The Manager, Marketing Business Operations reports to the Director of Marketing Business Operations and works closely with the marketing leadership team and the CMO.
Work Arrangement: On-site, with potential for hybrid work arrangements. The role is based in San Francisco, CA, or New York, NY, with the possibility of occasional remote work.
Growth Opportunities:
- Advancement to a senior-level role within marketing business operations or a related field
- Expansion of responsibilities based on project success and organizational needs
- Potential to lead larger teams or take on more strategic initiatives
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to take on more responsibility and advance within the organization.
🌍 Location & Work Environment
Office Type: Modern, collaborative workspaces with a startup-like culture
Office Location(s): San Francisco, CA & New York, NY
Geographic Context:
- San Francisco, CA: A vibrant, tech-centric city with a high cost of living and a diverse cultural scene
- New York, NY: A global financial hub with a fast-paced, competitive environment and a wide range of cultural attractions
Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid work arrangements
ASSUMPTION: The ideal candidate will be comfortable working in a fast-paced, dynamic environment and thrive in a collaborative, team-oriented setting.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the HR team
- Behavioral and situational interviews with marketing team members
- Final interview with the Director of Marketing Business Operations or another senior leader
- Background check and reference check
Key Assessment Areas:
- Problem-solving skills and strategic thinking
- Cross-functional collaboration and teamwork
- Communication and presentation skills
- Analytical skills and attention to detail
- Cultural fit and alignment with SoFi’s values
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Demonstrate your understanding of SoFi’s products and services and how you can contribute to the company’s mission
- Prepare examples of your strategic thinking, problem-solving, and cross-functional collaboration skills
- Showcase your ability to build and present compelling business cases and presentations
ATS Keywords: Marketing Business Operations, Strategic Planning, Cross-Functional Collaboration, Financial Modeling, Project Management, Marketing Strategy, Value Proposition, Go-To-Market Strategy, Board Presentations, Executive Communications, Marketing Leadership, CMO
ASSUMPTION: The ideal candidate will have a strong background in marketing, financial services, or consumer technology, with a proven track record of driving strategic initiatives and managing cross-functional teams.
🛠️ Tools & Technologies
- Google Suite (Google Docs, Sheets, Slides)
- Microsoft Office Apps (Word, Excel, PowerPoint)
- Data visualization tools (e.g., Tableau, Power BI)
- Project management tools (e.g., Asana, Trello)
- Marketing automation and analytics tools (e.g., Marketo, Google Analytics)
ASSUMPTION: The ideal candidate will have experience with relevant marketing, project management, and data visualization tools, as well as a willingness to learn and adapt to new technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Get Your Money Right: SoFi is committed to helping its members achieve financial independence and make informed financial decisions
- Member Obsessed: SoFi prioritizes the needs and preferences of its members and strives to create exceptional experiences
- Stronger Together: SoFi values collaboration, teamwork, and a culture of inclusion and belonging
- Pioneer: SoFi encourages innovation, creativity, and a willingness to take calculated risks
- Growth Mindset: SoFi fosters a culture of continuous learning and improvement
Work Style:
- Fast-paced and dynamic, with a focus on results and execution
- Collaborative and team-oriented, with a strong emphasis on cross-functional collaboration
- Data-driven and analytical, with a focus on using data to inform decision-making
- Adaptable and flexible, with a willingness to take on new challenges and responsibilities as needed
Self-Assessment Questions:
- How do your personal values align with SoFi’s core values, and how do you demonstrate these values in your daily work?
- Can you provide an example of a time when you successfully led a cross-functional team to achieve a strategic goal?
- How do you approach problem-solving and decision-making in ambiguous or dynamic environments?
ASSUMPTION: The ideal candidate will be a strong cultural fit with SoFi’s values and work style, with a demonstrated ability to thrive in a fast-paced, collaborative environment.
⚠️ Potential Challenges
- Balancing strategic planning and execution with day-to-day operational tasks
- Managing up and influencing senior leadership with limited direct authority
- Navigating a fast-paced, dynamic work environment with competing priorities
- Adapting to changes in the marketing landscape and organizational priorities
ASSUMPTION: The ideal candidate will be comfortable working in a fast-paced, dynamic environment and able to adapt to changes in priorities and organizational needs.
📈 Similar Roles Comparison
- Manager, Marketing Business Operations vs. Senior Marketing Manager: The former role focuses more on strategic planning and cross-functional collaboration, while the latter role may involve more day-to-day marketing execution and channel-specific responsibilities
- Financial Services vs. Consumer Technology: Both industries require strong analytical skills and a strategic mindset, but the former may involve more regulatory compliance and risk management, while the latter may prioritize innovation and rapid growth
- Career Path: This role offers significant growth potential, with opportunities to advance to senior-level roles within marketing business operations or related fields
ASSUMPTION: The ideal candidate will have experience in marketing, financial services, or consumer technology, with a strong track record of driving strategic initiatives and managing cross-functional teams.
📝 Sample Projects
- Developing a go-to-market strategy for SoFi Plus Experiences, including partnerships with sports teams, event organizers, and other relevant stakeholders
- Conducting market research and analysis to inform marketing strategy and product development
- Building and presenting a business case for a new marketing initiative, including financial projections, target audience analysis, and competitive landscape assessment
ASSUMPTION: The ideal candidate will have experience with relevant marketing, project management, and data analysis skills, as well as a strong understanding of SoFi’s products and services.
❓ Key Questions to Ask During Interview
- Can you describe the marketing team structure and how this role fits within the organization?
- How does SoFi approach cross-functional collaboration, and what specific examples can you provide?
- What are the key priorities for the marketing department in the next 6-12 months, and how does this role contribute to those priorities?
- How does SoFi support the professional development and growth of its employees, particularly in marketing business operations?
- What are the biggest challenges facing the marketing department, and how can this role help address them?
ASSUMPTION: The ideal candidate will be curious and proactive, with a strong desire to understand the organization and its priorities, as well as a willingness to take on new challenges and responsibilities.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Prepare examples of your strategic thinking, problem-solving, and cross-functional collaboration skills
- Showcase your ability to build and present compelling business cases and presentations
- Follow up with the HR team one week after submitting your application to inquire about the status of your application
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
