Logo for PowerPlan, Inc.

Marketing Operations Manager

Role overview

Qualifications

  • 3–5 years of experience in marketing operations or marketing technology in a B2B environment
  • Hands‑on expertise with Salesforce and Pardot / Account Engagement, including lifecycle management and reporting
  • Comfort working directly in WordPress for pages, forms, and landing pages
  • Strong analytical skills with the ability to translate data into insights for non‑technical stakeholders

Responsibilities

  • Lead Lifecycle Salesforce Handoff Accuracy and ensure documented rules, consistent routing, and clear attribution
  • Manage Website Operations Conversion Performance ensuring up‑to‑date pages and tracking in GA4 and Salesforce
  • Oversee Marketing Automation Nurture Program Effectiveness ensuring error‑free email campaigns and engagement benchmarks
  • Track Agency Performance with AI‑Enabled Channel Optimization for SEO and paid search programs

About the company

PowerPlan, Inc. logo

PowerPlan, Inc.

Computer Software / SaaS

PowerPlan’s award-winning integrated platform gives key stakeholders in accounting, tax, finance, operations, IT and regulatory the clarity they need to make decisions that improve corporate performance. PowerPlan layers complex regulatory requirements with granular financial and operational data from every corner of your organization into a single source of defensible and auditable information. That’s why PowerPlan developed their integrated platform to give key stakeholders in accounting, tax, finance, operations, IT and regulatory the insight they need to make better financial decisions. More than a financial solution, PowerPlan is a powerful insight machine that enables energy companies to: •Combine granular financial and operational asset details from every corner of your organization into a unique view for each stakeholder that enables you to create optimal department strategies. •Mitigate compliance risk by applying complex tax and industry specific regulatory requirements to your consolidated, auditable set of financial books. •Develop defensible, strategic financial asset scenarios that enable optimal planning for today, tomorrow and the next 20+ years and more. For more information how PowerPlan’s solutions can help your organization gain a clearer financial picture, email clarity@powerplan.com or visit www.powerplan.com.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Overview:

This role owns the operational backbone of our marketing engine. As Marketing Operations Manager, you will ensure that marketing programs run reliably, data flows cleanly from first touch through revenue, and leadership can clearly see what’s working and why. You’ll work hands‑on in Salesforce, Pardot / Account Engagement, GA4, and WordPress, sitting at the intersection of marketing and sales operations. This is an ideal role for someone who enjoys owning systems, data, and execution in a lean B2B SaaS environment without the overhead of a large team.

 

COMPANY

PowerPlan is a B2B SaaS organization helping enterprise customers optimize complex processes through modern technology. We are in a phase of scaling our go‑to‑market motion and need stronger operational rigor to support growth. Marketing plays a critical role in pipeline creation and influence, and this position builds the systems and insights that enable smarter GTM decisions.

Responsibilities:

KEY PERFORMANCE OBJECTIVES (First 12 Months)

 

OBJECTIVE 1: Lead Lifecycle & Salesforce Handoff Accuracy (First 6 Months)

 

Outcome:
Within six months, MQL‑to‑SLA handoffs in Salesforce operate with documented rules, consistent routing, and clear attribution, with fewer than 2% of leads requiring manual correction. Leadership can reliably trace leads from first touch through pipeline and revenue.

Impact:
Clean handoffs protect sales trust, improve follow‑up speed, and allow marketing to prove its impact beyond lead volume. This directly supports revenue forecasting and GTM decision‑making.

How:
Review and refine lifecycle stages, lead routing logic, and campaign attribution models in Salesforce. Partner with sales operations to align definitions and monitor follow‑up compliance. Build reports that surface bottlenecks, delays, or breakdowns in the handoff process.

 

OBJECTIVE 2: Website Operations & Conversion Performance (First 6 Months)

 

Outcome:
Within six months, the WordPress website supports all active campaigns with up‑to‑date pages, landing pages, and forms that function without errors and pass QA checks. Conversion rates and form submissions are consistently tracked in GA4 and Salesforce, with no breaks in attribution.

Impact:
A reliable, conversion‑ready website ensures marketing programs launch on time and that digital engagement translates into measurable pipeline impact rather than disconnected traffic metrics.

How:
Own routine WordPress updates, landing pages, and form management without developer support. Ensure forms, UTMs, and campaign IDs are correctly mapped into Salesforce. Coordinate with the web agency on larger updates and structural improvements.

 

OBJECTIVE 3: Marketing Automation & Nurture Program Effectiveness (First 6 Months)

 

Outcome:
Within six months, all active nurture programs and email campaigns in Pardot / Account Engagement are documented, error‑free, and meeting defined engagement benchmarks. New campaigns follow standardized build and QA processes.

Impact:
Consistent automation improves lead engagement, protects sender reputation, and allows programs to scale without introducing execution or reporting risk.

How:
Audit existing nurture programs and campaigns, retire outdated assets, and standardize templates and naming conventions. Build and maintain segmentation, scoring, and nurtures directly in Pardot while ensuring tight Salesforce alignment.

 

OBJECTIVE 4: Agency Performance & AIEnabled Channel Optimization (First 12 Months)

 

Outcome:
Within twelve months, SEO and paid search programs are tracked against clearly defined KPIs with consistent reporting on spend, lead volume, and pipeline contribution. At least two AI‑enabled capabilities within the existing stack are actively used to improve optimization, reporting efficiency, or insight generation.

Impact:
This ensures external spend is accountable and optimized while AI adoption increases productivity without adding headcount. Leadership gains confidence that investments drive measurable outcomes.

How:
Serve as the day‑to‑day contact for SEO and paid search partners, validating agency reporting against GA4 and Salesforce. Track spend and surface optimization opportunities. Identify and enable AI features within Salesforce, Pardot, analytics, or ad platforms, documenting use cases and results.

 

OBJECTIVE 5: Data Quality & Martech Reliability (First 12 Months)

 

Outcome:
Within twelve months, marketing and sales data across Salesforce, Pardot / Account Engagement, GA4, and WordPress meets agreed accuracy and completeness standards, with documented field definitions, lifecycle rules, and integration logic. Reporting discrepancies become rare exceptions.

Impact:
High data integrity preserves trust in reporting, protects leadership decision‑making, and eliminates wasted time debating numbers instead of acting on them.

How:
Audit key objects, fields, and integrations across the martech stack. Document ownership and workflows for critical data. Monitor recurring issues and resolve root causes in partnership with sales operations and agency partners.

Qualifications:
  • 3–5 years of experience in marketing operations or marketing technology in a B2B environment
  • Hands‑on expertise with Salesforce and Pardot / Account Engagement, including lifecycle management and reporting
  • Comfort working directly in WordPress for pages, forms, and landing pages
  • Strong analytical skills with the ability to translate data into insights for non‑technical stakeholders
  • Experience working with agencies across SEO, paid search, and analytics
  • A mindset focused on accuracy, scalability, and continuous improvement

 

PowerPlan is an EOE

Applicant Privacy Notice

 

 

Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Marketing Operations Manager Related jobs

Other jobs at PowerPlan, Inc.

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.