Job description

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We 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 and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is entering an exciting phase of growth, and we're looking for a Sr Marketing Automation Operations Manager to join our quickly scaling Marketing team! You’ll play a critical role in driving growth by developing best-in-class marketing automation and operations capabilities. Working cross-functionally with marketing, sales, and product teams, you’ll drive the delivery of seamless experiences throughout the customer journey. You will develop and manage systems to take a user from their first web session to becoming a valued customer on the Altruist platform. This is a hybrid role based out of our San Francisco FiDi office, with three days per week in the office. Your impact 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 What you bring 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 Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks San Francisco, CA salary range $136,000 — $192,000 USD What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. 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 total compensation. 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). Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Requirements

Must-haves

Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
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
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
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.
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
Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks
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 total compensation.
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.).

Nice-to-haves

Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
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 )

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Parental Leave