Marketing Operations Specialist

About This Role

MARKETING OPERATIONS SPECIALIST Location: Remote

About HealthcareLive HealthcareLive is an integrated specialty care platform serving employer workforce health and workers' compensation programs. We're building a measurable, scalable revenue engine supported by clean systems, accurate reporting, and disciplined operating rhythms.

Role Overview We're seeking a dynamic, detail\-oriented Marketing Operations Specialist to be the operational backbone of our marketing team. This role owns the systems, data, reporting infrastructure, and project execution that allow marketing to function as a predictable revenue contributor. You will own CRM hygiene, marketing automation, attribution modeling, dashboard development in Google Looker Studio, BDR activity reporting, project intake and traffic control, SOP maintenance, and compliance with DNC and healthcare data standards.

This is not a campaign ownership role; you will not direct paid media spend, produce SEO content, or run creative direction. You will, however, handle the technical execution layer that makes campaigns work: audience segmentation, list management, automation triggers, email send infrastructure, tracking implementation, and post\-campaign analysis. Your job is to make sure every campaign is measurable, every request is properly intaked, every lead is routed correctly, and every number leadership sees can be trusted.

Key Responsibilities

• Reporting, Attribution, and Dashboards*

• Build and maintain marketing and BDR performance dashboards in Google Looker Studio
• Develop multi\-touch attribution models tracking marketing\-sourced and marketing\-influenced pipeline
• Evaluate campaign ROI and customer journey insights to drive continuous program improvement
• Monitor MQL to SQL conversion, funnel velocity, and stage\-to\-stage drop\-off
• Deliver weekly, monthly, and quarterly reporting packages to marketing and executive leadership
• Surface funnel bottlenecks and translate data into program\-level recommendations

• BDR Activity and Outbound Performance Reporting*

• Build and maintain BDR performance dashboards pulling from Aircall (phone activity) and Salesforce (email, tasks, meetings, opportunities)
• Track core outbound metrics per rep and team\-wide: dials, connects, connect rate, talk time, voicemails, emails sent, email reply rate, meetings booked, meetings held, opportunities created, and SQL conversion
• Maintain activity vs. outcome reporting that ties top\-of\-funnel effort to pipeline contribution
• Partner with sales leadership to define and refine BDR KPIs, leaderboards, and coaching dashboards
• Validate that Aircall call logging is firing correctly into Salesforce and reconcile discrepancies between systems
• Flag attendance, PTO, and capacity context so activity numbers are read in proper denominator

• Project Management and Intake Governance*

• Enforce intake discipline across the organization: all marketing requests must flow through the proper ClickUp forms, not ad\-hoc Slack messages, emails, or hallway asks
• Train and re\-train internal stakeholders (sales, leadership, cross\-functional partners) on how to submit work requests correctly
• Triage incoming requests, assign owners, and set realistic timelines based on team capacity
• Coordinate marketing initiatives across content, design, paid, and SEO functions
• Maintain visibility into team workload, campaign calendars, and launch readiness
• Drive cross\-functional projects from kickoff through post\-launch reporting

• CRM, Segmentation, and Lifecycle Management*

• Own Salesforce field structure, lifecycle stages, and campaign taxonomy
• Maintain campaign tagging accuracy and UTM governance
• Build and manage audience segmentation for nurture, ABM, event, and reactivation programs
• Manage lead routing, assignment rules, and territory logic
• Prevent duplication, enforce data hygiene standards, and run regular cleanup audits

• Marketing Automation and Lead Nurturing*

• Build and maintain lead scoring and grading models
• Manage workflow logic, nurture sequences, and automation accuracy across email, web, and digital touchpoints
• Partner with sales to qualify leads through targeted nurture and automation paths
• Ensure clean marketing\-to\-sales handoff with proper context and routing

• SOPs and Documentation*

• Build, maintain, and version\-control standard operating procedures for all marketing systems and recurring processes
• Audit SOPs on a defined cadence to ensure they reflect current tooling, team structure, and workflows
• Onboard new team members against documented processes rather than tribal knowledge

• Integration and Tracking Infrastructure*

• Oversee integrations between Salesforce, marketing automation, Aircall, ad platforms, GA4, and enrichment tools
• Implement and maintain tracking via GA4, Google Tag Manager, and custom tracking code where required
• Validate conversion and activity tracking accuracy across web, paid, offline, and outbound calling sources
• Conduct regular audits of tracking infrastructure and resolve discrepancies before they corrupt reporting

• Compliance and Data Governance*

• Maintain DNC (Do Not Contact / Do Not Call) compliance across outbound channels, lists, automation, and Aircall dialing activity
• Ensure no PHI enters marketing systems
• Support internal audits and compliance reviews
• Maintain documentation supporting HIPAA\-adjacent data handling standards

Required Experience

• 3 to 6 years in Marketing Operations, Revenue Operations, or a closely related role
• Strong Salesforce experience: administration, reporting, workflow configuration, and building activity reports for outbound teams
• Hands\-on experience with at least one major marketing automation platform: HubSpot, Marketo, Pardot, Eloqua, or Salesforce Marketing Cloud
• Working knowledge of GA4, Google Tag Manager, conversion tracking, and UTM frameworks
• Proficiency in SQL for data extraction, joining, and analysis
• HTML and CSS proficiency for customizing email templates, landing pages, and embedded forms
• JavaScript familiarity for tracking code implementation and tag management customization
• Strong B2B digital marketing fundamentals across email, web, social, and digital advertising channels
• Experience reporting on BDR/SDR outbound activity, including call, email, meeting, and pipeline metrics
• Familiarity with Aircall or comparable cloud phone systems (Dialpad, RingCentral, Five9, Orum) and their Salesforce integrations
• Demonstrated project management experience using ClickUp, Asana, Monday.com, or similar work management platforms; comfortable building and enforcing intake processes
• Experience writing, maintaining, and enforcing SOPs in a production environment
• Familiarity with DNC compliance and core data privacy principles
• Strong communication skills with the ability to translate technical insights into clear, actionable recommendations for non\-technical stakeholders

Required Google Looker Studio Competencies (Must\-Have) This role builds and maintains the reporting layer the executive team relies on. Candidates must be able to demonstrate, not just claim, the following:

• Connecting to and configuring native data sources (GA4, Google Ads, Search Console, Google Sheets, BigQuery) and third\-party connectors (Supermetrics, Coupler.io, Funnel.io, or similar) to bring in Salesforce, Aircall, and ad platform data
• Data blending across multiple sources using proper join keys, with awareness of blending limits and accuracy implications
• Writing calculated fields using CASE statements, REGEXP, date math, and aggregation functions for metrics like ROAS, MQL conversion rate, connect rate, reply rate, and period\-over\-period growth
• Selecting the right chart type for the question being asked: time series, scorecards, pivot tables, geo maps, and bullet charts
• Designing dashboards with a clear narrative hierarchy (executive summary, channel performance, BDR activity, campaign detail, content/SEO) rather than a wall of widgets
• Preparing and cleaning data upstream in Sheets, BigQuery, or the source system before visualization, since Looker Studio is a visualization layer, not a transformation layer
• Optimizing dashboard performance: managing chart count, pre\-aggregating data, and keeping load times under three seconds even on multi\-source reports
• Implementing report\-level filters, date range controls, parameters, and URL parameter deep links
• Managing sharing, permissions, scheduled email delivery, and embedded reports

Preferred Experience

• Healthcare, workers' compensation, or other regulated\-industry marketing experience
• Familiarity with HIPAA / HITECH data handling considerations
• Experience integrating Salesforce with marketing automation, telephony systems, and ad platforms
• Working knowledge of BigQuery for upstream data modeling
• Direct experience supporting BDR/SDR operations and outbound compliance workflows
• Account\-based marketing (ABM) campaign operations experience

Why This Role Matters Marketing without measurement is noise, and marketing without intake discipline is chaos. This role builds the infrastructure that turns marketing and BDR activity into revenue clarity, enforces the operating rhythm that keeps the team focused on the right work, and ensures leadership can trust every number on every dashboard.

Pay: $59,057\.52 \- $71,123\.03 per year

Benefits

• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Work Location: Remote