Director, Marketing Planning & Operations

Required Experience: Payments, Banking or Financial Services industries.

The Director, Marketing Planning & Operations is responsible for leading and optimizing the marketing operations function and team to enhance efficiency and impact across marketing activities. The Director, Marketing Planning & Operations reports directly to the CMO and collaborates closely with teams across functional areas including sales, customer, product, global operations, finance and legal to implement scalable processes, build knowledge management and reporting frameworks, and advance marketing automation. Success in this role requires expertise in marketing automation, analytics, planning, budgeting, and research along with strong project management, knowledge management, communication, and problem-solving skills. A track record of effective cross-functional collaboration is essential.

Key Responsibilities:

Marketing Processes and Knowledge/Project Management:

• Identify, design, and implement scalable processes and best practices to streamline marketing operations and improve the effectiveness of marketing efforts to increase brand awareness, lead gen and revenue growth.
• Put in place processes and tools to manage the intake, fulfillment, and reporting of adhoc marketing requests as well as planned marketing deliverables.
• Work closely with marketing, sales, customer, and product teams to put in place processes to ensure more seamless integration and collaboration for cross functional projects to improve the delivery of services/support to internal stakeholders.
• Manage and further develop marketing intranets/knowledge management system (e.g. Marketing Hub) that provide information and documentation on marketing materials, tools, events, competitors, etc.

Planning, Budgeting, Research, and Reporting:

• Play a key role in driving marketing roadmap and sprint planning, participating in business reviews, planning, and goal-setting efforts.
• Use rigorous data analysis to evaluate the cost and effectiveness of marketing activities across the various channels and identify trends, patterns, and actionable insights to improve performance and inform marketing strategies.
• Develop and maintain marketing performance reporting dashboards with clear and compelling data visualizations that communicate the impact of marketing on the overall business for a variety of audiences.
• Support the CMO in planning, allocating, tracking, and reporting on the annual strategic marketing plan and budget as well as evaluating and improving Customer Acquisition Cost (CAC).
• Drive key research programs on competitors, customers, and market trends and integrate into marketing planning and strategy efforts.

Marketing Automation and Tech Infrastructure:

• Collaborate with Digital Marketing/Demand Gen team to continuously evolve and build out the Marketing Tech Stack & Data Infrastructure through identification and evaluation of new tools, testing, and business case development.
• Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.
• Train and educate marketing and other functional team members on marketing automation tools and processes.
• Bachelor's degree in business, marketing, or analytics.
• 8+ years of experience in marketing operations, sales operations, or strategy operations consulting.
• Experience in planning. budgeting, research and analytics.
• Experience with MarTech Systems and Data Tools including: Salesforce/Pardot, Seamless, GoogleAnalytics, Google Search Console, Microsoft Clarity, Nielsen Reports or other comparable systems, tools and data sources.
• Deep expertise in analyzing marketing performance data and translating it to actionable insights.
• Proficient in data storytelling, including visualizing data, to communicate key insights and inform business decisions.
• A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.
• Experience managing multiple projects that span teams and systems, ensuring successful cross-functional collaboration and prioritizing to deliver high-quality work within deadline.
• Strong problem-solving skills with experience overcoming ambiguity and strong analytical skills to translate both qualitative and quantitative data into opportunities for action.
• High attention to detail and a deep appreciation and proven ability for process-driven and detailed execution of marketing activities