📌 Core Information
🔹 Job Title: Marketing Operations Manager
🔹 Company: Altruist
🔹 Location: Los Angeles, CA
🔹 Job Type: Hybrid
🔹 Category: Marketing
🔹 Date Posted: May 7, 2025
🔹 Experience Level: Mid-Senior level (5+ years)
🔹 Remote Status: On-site/Hybrid
🚀 Job Overview
Key aspects of this role include:
- Developing and implementing comprehensive marketing automation strategies to support Altruist’s growth objectives
- Overseeing the setup, configuration, and management of marketing automation platforms to streamline marketing workflows and campaigns
- Collaborating with cross-functional teams to create and execute automated marketing campaigns targeting key segments and personas
- Analyzing and optimizing marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
- Managing the integration of marketing automation platforms with CRM systems to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
ASSUMPTION: This role requires a strong background in marketing automation and operations, with a focus on driving growth through effective use of technology and data.
📋 Key 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
ASSUMPTION: This role requires a high level of technical proficiency and the ability to work effectively with various teams to drive marketing success.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business Administration, Communications, Advertising, or a related field
Experience: 5+ years of experience in marketing automation, operations, or related roles, preferably at a B2B financial services, fintech, or SaaS organization
Required Skills:
- 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
Preferred Skills:
- Certification in relevant marketing automation platforms (e.g., HubSpot, Marketo)
- Experience with marketing automation tools such as Chilipiper, Outreach.io, Appcues, Amplitude, and Tableau
ASSUMPTION: Candidates with experience in marketing automation and a strong background in B2B marketing or fintech will be best suited for this role.
💰 Compensation & Benefits
Salary Range: $96,000 - $141,000 USD per year
Benefits:
- Hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX
- Competitive pay, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Working Hours: Full-time (40 hours per week) with flexible scheduling
ASSUMPTION: The provided salary range is based on industry standards for marketing operations managers in the Los Angeles area with similar experience levels.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically focused on providing a modern custodian solution for independent financial advisors
Company Size: 51-200 employees, which means the company is large enough to offer stability and resources but still small enough for employees to have a significant impact on the organization's growth and success
Founded: 2018, with a mission to make financial advice better, more affordable, and accessible to everyone
Company Description:
- Altruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing
- The company aims to reduce costs, save time, grow business, and provide better outcomes for clients by streamlining the advisor experience
- Altruist partners with over 1,800 independent advisors across the U.S.
Company Specialties:
- Fintech
- UX and transparency
Company Website: https://altruist.com
ASSUMPTION: Altruist is a rapidly growing fintech company focused on transforming the financial advice industry by providing a modern, streamlined custodian solution for independent financial advisors.
📊 Role Analysis
Career Level: Mid-Senior level, with the opportunity for growth and career advancement as the company continues to expand
Reporting Structure: This role will report directly to the Head of Marketing or a similar senior marketing leader
Work Arrangement: Hybrid, with a combination of on-site and remote work, allowing for flexibility and a healthy work-life balance
Growth Opportunities:
- As Altruist continues to grow, there will be opportunities for the Marketing Operations Manager to take on additional responsibilities and advance their career within the marketing department or the broader organization
- The company offers professional growth and development opportunities, including an employee mobility program and an annual L&D budget allocation for each employee
ASSUMPTION: This role offers a unique opportunity to join a growing fintech company and make a significant impact on its marketing operations and overall success.
🌍 Location & Work Environment
Office Type: Modern, amenity-filled office spaces designed for comfort, collaboration, and productivity
Office Location(s): Culver City, CA, San Francisco, CA, and Dallas, TX
Geographic Context:
- Los Angeles, CA: A vibrant, multicultural city with a thriving tech industry and a high cost of living
- San Francisco, CA: A major tech hub with a high cost of living and a competitive job market
- Dallas, TX: A large, diverse city with a lower cost of living compared to the coastal cities and a growing tech industry
Work Schedule: Full-time (40 hours per week) with flexible scheduling, allowing for a healthy work-life balance
ASSUMPTION: The location of this role offers the opportunity to work in dynamic, multicultural cities with thriving tech industries and a range of living costs.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening with the HR team
- Behavioral and technical interviews with the hiring manager and other team members
- Final round interview with senior leadership
- Background check and offer extension
Key Assessment Areas:
- Technical skills and experience with marketing automation platforms
- Analytical and problem-solving abilities
- Collaboration and communication skills
- Cultural fit and alignment with Altruist's values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your experience with marketing automation platforms and provide specific examples of your achievements in previous roles
- Research Altruist's mission, values, and company culture to demonstrate your understanding and enthusiasm for the organization
ATS Keywords: Marketing automation, operations, B2B, fintech, CRM, data management, lead generation, campaign execution, workflow optimization, training
ASSUMPTION: The interview process for this role will focus on assessing the candidate's technical skills, analytical abilities, and cultural fit with Altruist's values.
🛠️ Tools & Technologies
- Marketing automation platforms: Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau
- CRM system: Salesforce
- Project management tools: Asana, Trello, or similar
- Data analysis tools: Excel, Google Analytics, or similar
ASSUMPTION: The Marketing Operations Manager will be expected to have proficiency in marketing automation platforms and CRM systems, as well as experience with relevant project management and data analysis tools.
👔 Cultural Fit Considerations
Company Values:
- Kindness: Kindness doesn’t just equal niceness. We listen to understand, embrace diverse perspectives, and approach conflict openly, honestly, and respectfully.
- Brilliance: Humility is the skill we’re most proud of. We possess a growth mindset, take ownership in everything we touch, and succeed and fail as one.
- Grit: When challenges arise, we stay laser-focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble, maintain a sense of urgency, and swiftly adapt to change and overcome obstacles.
Work Style:
- Collaborative: Altruist values a team-oriented work environment where employees work together to achieve common goals
- Data-driven: The company emphasizes the use of data and analytics to inform decision-making and drive growth
- Agile: Altruist operates in a fast-paced, dynamic industry and values the ability to adapt and pivot as needed
Self-Assessment Questions:
- How do you embody Altruist's value of kindness in your daily work?
- Can you provide an example of a time when you demonstrated brilliance in a challenging situation?
- How do you approach obstacles with grit, and can you share a specific example?
ASSUMPTION: Candidates who demonstrate a strong alignment with Altruist's values and work style will be best suited for this role.
⚠️ Potential Challenges
- Working in a fast-paced, dynamic industry with frequent changes and new priorities
- Managing multiple projects simultaneously and meeting tight deadlines
- Collaborating effectively with cross-functional teams, including marketing, sales, and product
- Adapting to new tools and technologies as the marketing automation landscape evolves
ASSUMPTION: The Marketing Operations Manager will need to be adaptable, organized, and able to thrive in a fast-paced, dynamic work environment.
📈 Similar Roles Comparison
- Marketing Automation Manager vs. Marketing Operations Manager: Both roles focus on marketing automation, but the Marketing Operations Manager role may have a broader scope, including additional responsibilities such as project management, team coordination, and process improvement
- Industry-specific context: The financial services industry is highly regulated, which may impact the types of marketing campaigns and automation workflows that can be implemented
- Career path comparison: This role offers the opportunity to grow into a senior marketing operations or marketing technology leadership position as the company continues to expand
ASSUMPTION: The Marketing Operations Manager role at Altruist is unique in its focus on driving growth through effective use of marketing automation and collaboration with cross-functional teams.
📝 Sample Projects
- Developing and implementing a comprehensive marketing automation strategy to support Altruist’s expansion into a new market
- Optimizing lead generation and nurturing workflows to improve conversion rates and drive growth in existing markets
- Managing the integration of marketing automation platforms with CRM systems to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
ASSUMPTION: These sample projects illustrate the range of responsibilities and initiatives that the Marketing Operations Manager may be involved in at Altruist.
❓ Key Questions to Ask During Interview
- Can you describe the marketing automation landscape at Altruist and how this role fits into the broader marketing technology strategy?
- How does the marketing team collaborate with other departments, such as sales and product, to create and execute effective marketing campaigns?
- What are the biggest challenges facing the marketing team currently, and how can this role help address them?
- How does Altruist support the professional growth and development of its employees, particularly in the marketing department?
- What are the key priorities for this role in the first 30, 60, and 90 days?
ASSUMPTION: Asking these questions will help you better understand the role, the team, and the company's priorities and expectations.
📌 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 experience and skills for this role
- Prepare for interviews by researching Altruist's mission, values, and company culture, and practicing your responses to common marketing automation and operations interview questions
- If selected for an interview, be prepared to discuss your experience with marketing automation platforms and provide specific examples of your achievements in previous roles
- Follow up with the hiring manager or HR representative within 48 hours after your interview to express your appreciation for the opportunity and reiterate your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
