Marketing Operations Director

WHAT WE DO

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement — tens of thousands of financial advisors are committed to our mission of empowering the world to invest fearlessly.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

THE TEAM

The Nitrogen marketing team is a special group. This industry award-winning ensemble has been hand-selected for their elite skills and experience spanning product marketing strategy, demand generation, partner marketing, digital, tradeshow/corporate event strategy, operations and tightly-integrated sales development. In collaboration with our product team and sales organization, we shape the Nitrogen brand in the wealthtech industry while driving sales growth and a high quality customer experience for financial advisors.

If you want to be part of a team that has a seat at the table and is having a major impact, read on!

WHAT YOU’LL BE WORKING ON

The Marketing Operations Director will play a pivotal role in aligning people, processes, and technology across our go-to-market motion. You will own the marketing tech stack, lead end-to-end lead management, ensure accurate attribution and reporting, and maximize budget efficiency and ROI across all channels.

Reporting to the Chief Growth Officer, this role will work closely with sales, revenue operations, and demand generation to create a scalable growth engine powered by data and automation.

KEY RESPONSIBILITIES

Marketing Operations Strategy Leadership

• Define and implement a scalable marketing operations strategy that aligns with pipeline and revenue goals.
• Act as a strategic partner to the Chief Growth Officer, VP Revenue Marketing and demand generation leaders to optimize marketing programs and processes.
• Establish best practices for campaign execution, data governance, lead scoring, and lifecycle stages.

Performance Measurement Reporting

• Own the end-to-end marketing performance reporting framework across channels, campaigns, and funnel stages.
• Deliver regular insights and dashboards on KPIs such as lead velocity, conversion rates, pipeline contribution, forecasting and ROI.
• Collaborate with RevOps and Finance to reconcile marketing-sourced and influenced revenue using Salesforce.com.

Lead Management Funnel Optimization

• Design and manage lead routing logic, scoring models, and lifecycle stages in partnership with sales and RevOps.
• Oversee the operational health of MQL → SQL → Opp handoffs to ensure timely follow-up and SLAs are met.
• Use LeanData and Salesforce.com to optimize routing, attribution, and sales alignment.

Budget Oversight ROI Analysis

• Manage the full marketing budget process, including monthly tracking, vendor contracts, and quarterly forecasting.
• Measure CAC, channel ROI, and campaign payback periods to inform spend decisions.
• Serve as the primary marketing liaison to Finance for budget reconciliation and planning.

Technology Stack Management

• Own and administer the marketing tech stack, including:
• HubSpot (automation, email, forms, lead scoring)
• Qualified (real-time website engagement and chat routing)
• LeanData (lead routing and attribution)
• Salesforce.com (CRM and campaign data alignment)
• Ensure systems are integrated, maintained, and aligned to GTM goals.
• Evaluate and onboard new tools that drive efficiency, scale, or performance.

Team Vendor Operations

• Collaborate with external consultants, integration partners, and technology vendors.
• Provide operational support to campaign managers, content marketers, and growth teams.

Requirements

• 6+ years of experience in marketing operations within a B2B SaaS company.
• Strong hands-on experience with HubSpot, Salesforce.com, LeanData, and Qualified.
• Proven track record in building attribution models, lead scoring systems, and performance dashboards.
• Deep knowledge of demand generation funnels, data integrity, and campaign operations.
• Advanced Excel/Sheets skills and familiarity with BI tools (e.g. Tableau, Looker, Domo, or HubSpot reports).
• Excellent communication and collaboration skills, especially with sales and revenue leaders.
• Strategic thinker with a bias for execution and automation.

Nice to Have

• Experience with ABM strategies and related tools (e.g., 6sense, Demandbase).
• Familiarity with product-led growth (PLG) motions and intent-based engagement.
• Certifications in HubSpot, Salesforce, or other MarTech platforms.

The expected compensation salary range for this role is a $100k-$120k + Bonus.

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Benefits

Financial Benefits Perks

• 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
• Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health Family

• Medical, Dental Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you your family.
• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options!
• Generous maternity paternity leave for either the birth or adoption of a child. Mom's Dad's need time with their new family members!
• Discounted pet insurance available. Pets are family too!!

Time Away Culture

• 3 weeks vacation 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
• 11 paid company holidays per year. Enjoy your time off; you deserve it!
• Remote in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
• Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
• Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

WANT TO KNOW MORE?

While you can learn a lot from a job description, you may have more questions, and that’s totally okay! We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms: