📌 Core Information
🔹 Job Title: Marketing Operations Associate
🔹 Company: EquityZen
🔹 Location: New York, United States
🔹 Job Type: Full-time, Hybrid (3 days/week in office)
🔹 Category: Financial Services
🔹 Date Posted: July 1, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Managing marketing projects and activities
- Preparing monthly marketing reports
- Developing and presenting competitor and market tracking programs
- Tracking partner marketing performance
- Collaborating with cross-functional teams to optimize activities
ASSUMPTION: This role requires a high level of organization and attention to detail, as well as strong analytical skills to effectively manage projects and report on performance.
📋 Key Responsibilities
✅ Manage marketing projects and activities, including short-term initiatives and ongoing support for content publishing, social media, etc.
✅ Prepare monthly marketing reporting, including activity performance against goals for email marketing, SEO, etc.
✅ Develop and present ongoing competitor and market tracking programs.
✅ Track ongoing partner marketing performance.
✅ Troubleshoot operational issues and propose solutions to fix root causes.
✅ Partner with colleagues across Marketing, Sales, and Business Operations to accelerate and optimize activities.
✅ Make strategic improvements that inform strategy, performance marketing, client engagement, and other marketing activities.
✅ Create and maintain documentation of key marketing operations processes.
ASSUMPTION: This role requires a strong understanding of marketing strategies and operations, as well as the ability to work collaboratively with various teams to drive results.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Marketing, or equivalent work experience.
Experience: 4+ years of experience in a marketing role, with 2+ years in marketing operations.
Required Skills:
- Marketing strategy and planning experience
- Proficiency in Hubspot, Salesforce, and other marketing software
- Proficiency with Asana or other project management software
- Excellent technical capabilities and communication skills
Preferred Skills:
- Agency experience in account management or strategy
- Familiarity with SEO reporting
- Familiarity with A/B testing methodologies and optimization techniques for marketing campaigns
- Proficiency in reporting and data visualization tools (e.g., Tableau, Looker, Google Data Studio)
- Project management certification or experience managing complex marketing projects
ASSUMPTION: Candidates should have a strong background in marketing operations and be comfortable working with various marketing software tools to be successful in this role.
💰 Compensation & Benefits
Salary Range: $100,000 - $110,000 annually
Benefits:
- Health, dental, and vision insurance
- 401k
- Individual professional development and wellness budget
- Generous time off policies
Working Hours: Full-time (40 hours/week), Hybrid schedule (3 days/week in office)
ASSUMPTION: The salary range provided is based on industry standards for marketing operations roles in the New York area, with consideration for the candidate's experience level.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically focused on private markets and alternative investments.
Company Size: 51-200 employees, which means a mid-sized company structure with opportunities for growth and collaboration.
Founded: 2013, with a history of innovation in the private markets sector.
Company Description:
- EquityZen is a financial technology company that enables accredited investors to buy and sell shares in private companies.
- The company's platform has facilitated over 37,000 private placements across 400+ companies.
- EquityZen is backed by leading venture and private equity investors.
Company Specialties:
- Private share transactions
- Private equity and alternatives investment
- Private market access for accredited investors
- Financial technology and venture capital
Company Website: equityzen.com
ASSUMPTION: EquityZen's focus on private markets and alternative investments makes it an attractive option for candidates interested in the financial services industry and looking to work for a company that is redefining private markets.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and advancement within the marketing department and the company as a whole.
Reporting Structure: This role reports directly to the Head of Marketing and works closely with various teams, including Marketing, Sales, and Business Operations.
Work Arrangement: Hybrid schedule, with 3 days per week in the office and 2 days remote.
Growth Opportunities:
- Potential to take on more responsibility and advance within the marketing department.
- Opportunities to work on special projects and initiatives that could lead to new roles or promotions.
- Chance to gain experience in a fast-growing financial technology company and learn from industry experts.
ASSUMPTION: This role offers a unique opportunity for candidates to gain experience in marketing operations within the financial services industry and contribute to the growth of a innovative company.
🌍 Location & Work Environment
Office Type: Hybrid, with a physical office located in New York, NY.
Office Location(s): 30 Broad St, 12th Floor, New York, NY 10004, US
Geographic Context:
- New York, NY is a major financial hub, providing ample opportunities for networking and professional development.
- The office is located in the Financial District, offering easy access to public transportation and various amenities.
- The city offers a diverse range of cultural, entertainment, and recreational activities.
Work Schedule: Full-time (40 hours/week), with a hybrid schedule of 3 days in the office and 2 days remote.
ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote flexibility, allowing employees to maintain a healthy work-life balance.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager
- In-depth behavioral and technical interview with the marketing team
- Final interview with the Head of Marketing
Key Assessment Areas:
- Marketing strategy and planning skills
- Project management and organizational skills
- Analytical and data-driven mindset
- Communication and collaboration skills
Application Tips:
- Highlight relevant marketing operations experience and achievements in your resume.
- Tailor your cover letter to demonstrate your understanding of EquityZen's mission and how your skills align with the role's requirements.
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and researching EquityZen's marketing strategies.
ATS Keywords: Marketing Operations, Project Management, Data Analysis, Marketing Software, Hubspot, Salesforce, SEO, Market Research, Competitor Analysis, A/B Testing, Reporting, Data Visualization, Strategic Planning, Troubleshooting, Documentation, Client Engagement
ASSUMPTION: EquityZen's interview process is designed to assess candidates' technical skills, as well as their cultural fit and ability to thrive in a collaborative, fast-paced environment.
🛠️ Tools & Technologies
- Hubspot
- Salesforce
- Asana
- SEO tools (e.g., SEMrush, Ahrefs)
- Data visualization tools (e.g., Tableau, Looker, Google Data Studio)
ASSUMPTION: Familiarity with these tools is essential for success in this role, as they are used daily to manage marketing projects, track performance, and make data-driven decisions.
👔 Cultural Fit Considerations
Company Values:
- Innovation
- Integrity
- Collaboration
- Excellence
- Client-centric
Work Style:
- Data-driven and analytical
- Collaborative and team-oriented
- Adaptable and responsive to change
- Results-focused and proactive
Self-Assessment Questions:
- Do you have a proven track record of managing marketing projects and activities, and driving results?
- Are you comfortable working in a fast-paced, collaborative environment and adapting to change?
- Do you possess strong analytical and data-driven skills, with the ability to translate data into actionable insights?
ASSUMPTION: Candidates who align with EquityZen's values and work style will be most successful in this role and contribute to the company's continued growth and innovation.
⚠️ Potential Challenges
- Managing multiple projects and priorities simultaneously
- Working in a fast-paced, dynamic environment with frequent changes and tight deadlines
- Navigating a mid-sized company with a growing team and evolving processes
- Adapting to a hybrid work arrangement and maintaining effective communication with remote team members
ASSUMPTION: These challenges can be overcome by strong organizational skills, effective communication, and a proactive, adaptable mindset.
📈 Similar Roles Comparison
- Unlike traditional marketing roles, this position focuses heavily on operations and project management, with a strong emphasis on data analysis and reporting.
- EquityZen's unique focus on private markets and alternative investments sets it apart from other financial services companies.
- This role offers a unique opportunity to gain experience in marketing operations within the financial services industry and contribute to the growth of an innovative company.
ASSUMPTION: Candidates should consider their interest in marketing operations and the financial services industry when evaluating this role compared to other marketing positions.
📝 Sample Projects
- Developing and implementing a new marketing project management system to improve efficiency and collaboration
- Conducting a comprehensive competitor analysis and market research to inform marketing strategies and tactics
- Streamlining partner marketing performance tracking and reporting to optimize partnerships and maximize ROI
ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and initiatives that the Marketing Operations Associate may undertake to drive marketing success and contribute to EquityZen's growth.
❓ Key Questions to Ask During Interview
- Can you describe the typical marketing projects and activities that this role will be managing?
- How does this role collaborate with other teams, such as Marketing, Sales, and Business Operations?
- What are the most important qualities and skills for success in this role, according to the hiring manager?
- How does EquityZen support the professional development and growth of its marketing team members?
- What are the biggest challenges facing the marketing department, and how can this role help address them?
ASSUMPTION: Asking thoughtful, insightful questions demonstrates your interest in the role and commitment to understanding EquityZen's marketing strategies and culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant marketing operations experience and skills
- Prepare for behavioral and technical interview questions by reflecting on your past experiences and researching EquityZen's marketing strategies
- Follow up with the hiring manager after your interview to express your interest in the role and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
