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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 & AI-Enabled 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.