About the position
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. We are seeking a Marketing Operations Analyst with a strong focus on lead lifecycle reporting and optimization. This role is ideal for a detail-oriented, analytical individual skilled in both strategic and tactical work. You'll leverage data insights to improve lead management, reporting frameworks, and marketing processes. A key part of the role is to optimize workflows, create transparency in the lead lifecycle, and establish clear, documented processes that support data-driven decisions in a high-growth environment.
Responsibilities
- Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement.
- Set up a reliable data infrastructure for scalable attribution across marketing and sales.
- Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting.
- Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization.
- Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce.
- Create executive dashboards and reporting systems for lead management visibility.
- Assist in automating marketing and lead management workflows to improve efficiency and scalability.
Requirements
- 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree.
- Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce).
- Experience with marketing data analysis and reporting is essential.
- Analytical mindset with a proven ability to track and report on lead performance.
- Ability to document and maintain clear processes and reporting structures.
- Strong interpersonal and communication skills.
Nice-to-haves
- Experience in a fast-paced, dynamic environment.
- Ability to prioritize and manage multiple projects at once.
Benefits
- Base salary range of $89,000 - $139,000 + bonus + equity + benefits.
