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Insightly Jobs in California (NOW HIRING)

Marketing Operations Manager

Irvine, CA · On-site

$100K - $110K/yr

Experience with the tools below is required . * CRM: Insightly and Salesforce * Marketing automation: Pardot * Email distribution: Mailchimp and Pardot * In-app messaging and product adoption:

Insightly information

What is an Insightly administrator?

An Insightly Administrator is a professional responsible for managing and configuring the Insightly CRM platform within an organization. They handle user access, customize workflows, manage data, and ensure the CRM is optimized for business needs. Administrators often provide training, troubleshoot issues, and implement new features to support sales, marketing, and project management teams. Their goal is to maximize the efficiency and effectiveness of Insightly for all users.

What are the key skills and qualifications needed to thrive as an Insightly administrator?

To thrive as an Insightly CRM Administrator, you need a solid understanding of CRM best practices, data management, and business process optimization, often supported by experience in CRM systems and a relevant degree. Familiarity with the Insightly platform, reporting tools, application integrations, and sometimes certification in CRM administration is highly valued. Strong analytical thinking, problem-solving, and communication skills help administrators customize workflows and support user adoption. Mastering these skills ensures the CRM system effectively supports business objectives, data accuracy, and team productivity.

What are some common challenges when working as an Insightly administrator, and how can they be addressed?

One of the main challenges in an Insightly administrator or specialist role is managing data integrity and ensuring smooth user adoption across teams. As Insightly often serves as a central hub for CRM, project management, and workflow automation, administrators must proactively monitor data accuracy, troubleshoot integration issues, and provide user training. Regular communication with team members and stakeholders is essential to understand evolving business needs and to customize the platform accordingly. Staying updated on Insightly's new features and best practices also helps maximize efficiency and address user concerns promptly.

What is the difference between Insightly vs CRM Specialist?

AspectInsightlyCRM Specialist
Primary RoleCustomer relationship management platform for project and sales managementExpert in CRM systems, managing customer data, and optimizing CRM processes
Required SkillsCRM software proficiency, project management, sales processesCRM software expertise, data analysis, customer engagement strategies
Work EnvironmentTech companies, sales teams, marketing departmentsBusiness consulting, IT firms, sales organizations
CertificationsCRM platform certifications, project management certificationsCRM certifications, data analysis certifications

Insightly is a CRM platform used by organizations for managing projects and sales pipelines, while a CRM Specialist is a professional skilled in implementing and optimizing CRM systems like Insightly. The roles are interconnected but serve different purposes: one is a software tool, the other is a role requiring expertise in CRM strategies and data management.

What are popular job titles related to Insightly jobs in California?

For Insightly jobs in California, the most frequently searched job titles are:

What job categories do people searching Insightly jobs in California look for?

The top searched job categories for Insightly jobs in California are:

Infographic showing various Insightly job openings in California as of August 2026, with employment types broken down into 90% Full Time, and 10% Contract. Highlights an 67% Physical, and 33% Remote job distribution.

Marketing Operations Manager

Irvine, CA • On-site

Stretto
Business Management Consulting • 201 - 500 employees

$100K - $110K/yr

Full-time

Posted 4 days ago


Job description

Stretto is seeking a detail-oriented Marketing Operations Manager to support digital marketing across multiple business lines, including Stretto Intelligence (an AI-enhanced portfolio of products and services), Trustee Suite, and Corporate Restructuring. This role owns the operational backbone of our marketing initiatives including building and tracking campaigns across their respective platforms, keeping data flowing cleanly between systems, and delivering consistent, trustworthy reporting on campaign performance and ROI. The ideal candidate will be confident compiling and interpreting data to make strategic recommendations, using AI and integration tools to build dashboards and consolidated reports across our systems, regardless of whether a native integration exists.
The Marketing Operations Manager will be able to multi-task, work effectively in a fast-paced environment, and be comfortable with shifting priorities and simultaneous project deadlines. This role will also be expected to assist with content development and support related to industry conference marketing. This role can be based anywhere in the United States yet will be expected to travel to the company's Irvine, CA headquarters a couple times a year.
Essential Functions:
  • Build and Track: build campaigns in their respective platforms across CRM, email, social, and in-app messaging, and configure the tracking, UTMs, and attribution that ensure every campaign is measured accurately from launch.
  • Report and Measure: deliver consistent, reliable reporting on campaign performance, including ROI. Establish a dependable reporting cadence so leadership always has a current view of what is working.
  • Analyze and Advise: speak confidently to the data, interpret campaign results, surface the story behind the numbers, and make strategic recommendations for improvement.
  • Consolidate and Automate: use AI and integration tools to build dashboards and consolidated reports that unify data from across our systems, including where no native integration exists.
  • Own the Stack: maintain the integrations that pass data between the CRM, marketing automation, email distribution, social platforms, and in-app messaging. Protect data integrity through deduplication, field mapping, and ongoing list hygiene.
  • Strategize: develop digital marketing and Account-based marketing (ABM) campaigns in collaboration with stakeholders across the organization that meet the desired business outcomes.
  • Execute: roll up your sleeves and execute the strategy including content development, basic design, and digital channels (that may involve the support of vendors). Constantly measure and test to look for opportunities to optimize results.
  • Support Demand and Pipeline: support lead generation and pipeline development by building the programs, lifecycle stages, and lead routing that move prospects through the funnel, and equip the business development team with the leads and intelligence they need.
  • Contribute Content: pitch in on content creation when the team needs it. We pride ourselves on being versatile marketers who move across disciplines, and everyone contributes to the work.
  • Resourceful: find ways to get things done without having all ideal tools, techniques, or conditions readily available (progress over perfection). Think outside the box and find creative ways to solve challenges as they arise.
  • Project Manage: keep all initiatives on track and hold stakeholders accountable. Pay attention to details and utilize methodologies to keep the trains on time.
  • Work Well Under Pressure: effectively juggle priorities and apply focus to the most critical deadlines to make the biggest impact toward goals.

Platform Tools
The Marketing Operations Manager will work across our current marketing stack and help stand up the platforms we are moving toward. Experience with the tools below is required.
  • CRM: Insightly and Salesforce
  • Marketing automation: Pardot
  • Email distribution: Mailchimp and Pardot
  • In-app messaging and product adoption: Userpilot
  • Social: LinkedIn and related social platforms
  • Reporting and dashboards: BI and dashboarding tools, plus AI and integration tools such as Zapier used to consolidate data across systems where native integrations do not exist
  • Web, SEO, and analytics: Google Analytics, Google Search Console, and related search tooling

Requirements / Education
  • Four years of experience or more marketing B2B software required
  • Bachelor's degree in a related field or equivalent education / experience required
  • Extraordinary project management skills
  • ABM and broad marketing cross-channel campaign development and execution
  • Hands-on experience with in-app messaging and product adoption platforms such as Userpilot
  • Working command of the full digital funnel, including lead generation, lead scoring and lifecycle stages, pipeline development, and conversion optimization
  • Practical SEO experience, including on-page optimization and performance tracking
  • Understanding of how data passes between marketing platforms, with comfort handling field mapping, integrations, and data structure
  • Development, implementation, and management of a social media presence
  • Generation of campaign metrics and knowledge of KPIs and campaign optimization
  • Exposure to the legal, financial services, or professional services sectors
  • Interest in AI-enhanced products and a curiosity about how they are brought to market

Stretto offers a competitive starting salary and a comprehensive benefits package, along with opportunities for growth. We are an equal opportunity employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.

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About Stretto

Sourced by ZipRecruiter

Industry

Business management consulting

Company size

201 - 500 Employees

Headquarters location

Irvine, CA, US

Year founded

1987