Marketing Operations Manager

About This Role

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team\-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together.
• We embrace progress.
• We care big.
• We create space.

We are seeking a highly organized and strategic Marketing Operations Manager to drive operational excellence across the marketing organization. This role will be responsible for managing marketing initiatives, optimizing processes, improving cross\-functional collaboration, and ensuring campaigns and initiatives are executed efficiently and on schedule.

The ideal candidate combines project management expertise, operational rigor, and strong communication skills with a deep understanding of marketing workflows within a fast\-paced SaaS or software environment.

Marketing Operations \& Program Management

• Manage and oversee the end\-to\-end execution of marketing programs, campaigns, launches, and strategic initiatives
• Build and maintain project plans, timelines, workflows, dependencies, and stakeholder communications
• Drive alignment across Marketing, Sales, Product, Customer Success, and Operations teams
• Establish scalable processes to improve efficiency, visibility, and execution across the marketing organization
• Lead recurring team \& planning meetings, campaign reviews, and status reporting

Campaign \& Workflow Management

• Coordinate campaign execution across digital, content, product marketing, demand generation, events, and partner marketing teams
• Monitor deliverables, deadlines, and resource allocation to ensure projects stay on track
• Identify operational bottlenecks and proactively implement process improvements or suggest net\-new process where ones don’t currently exist.
• Ensure marketing initiatives are delivered on time, within scope, and aligned to business goals

Data, Reporting \& Analytics

• Track and report on campaign performance, project health, and operational KPIs
• Develop dashboards and reporting frameworks to provide visibility into marketing activities and results
• Partner with RevOps and Sales Operations to ensure accurate lead management and reporting processes
• Analyze operational performance and recommend improvements based on data insights

Tools \& Systems Management

• Own and optimize marketing tools, workflows, and integrations including CRM and marketing automation platforms
• Support implementation and adoption of new technologies and operational best practices
• Maintain documentation for processes, templates, campaign workflows, and governance standards

Cross\-Functional Leadership

• Serve as the operational hub for the marketing organization
• Facilitate communication between internal stakeholders, leadership teams, and external vendors or agencies
• Support executive\-level reporting and strategic planning initiatives
• Drive accountability across teams and ensure priorities remain aligned with company objectives

Qualifications

• Bachelor’s degree
• 5\-8 years of experience in Marketing Operations, Program Management, Project Management, or related roles within a SaaS or software company
• Strong understanding of marketing campaign execution and operational workflows
• Experience managing multiple complex projects simultaneously in a fast\-paced environment
• Proficiency with project management tools such as Asana, Jira, Monday.com, ClickUp, or similar platforms
• Experience with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot
• Strong analytical, organizational, and problem\-solving skills
• Excellent communication and stakeholder management abilities
• Ability to influence cross\-functional teams and drive execution without direct authority

Preferred Qualifications

• Experience in B2B SaaS or technology environments
• PMP, Agile, Scrum, or related project management certifications
• Familiarity with demand generation, lifecycle marketing, and revenue operations

Benefits

• Flexible PTO
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending Account
• Health Savings Account
• 401(k) match

If you are not sure that every qualification on the list above describes you exactly, we'd still love to hear from you! We value people with unique backgrounds, experiences, and skillsets. If you’re passionate about having a significant impact and shaping the foundations of a rapidly growing product, please apply!

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.

The compensation information below is provided in compliance with job posting disclosure requirements.

Pay range: $140,000 \- $150,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.