Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. 

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. 

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. 

Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

As the Senior Marketing Operations Manager, you will be a key driver of success for our Marketing team. In this role, you will lead the charge in streamlining marketing processes, leveraging cutting-edge technologies, and managing business-critical data strategies to fuel pipeline and revenue growth.

We’re seeking a candidate with proven experience building, scaling, and optimizing modern marketing operations, with a deep understanding of the sophisticated tech stacks utilized by $150M+ ARR companies. This role is ideal for a strategic thinker who thrives on execution to deliver impactful outcomes.

RESPONSIBILITIES

Marketing Technology Management

• Oversee and optimize traditional marketing tools and platforms such as Salesforce, Hubspot, 6sense, Dreamdata, Google Analytics, Google Tag Manager, and Qualified.
• Manage and oversee data enrichment and data automation/engagement tools to ensure we have current and actionable data for our teams.
• Evaluate and implement new tools as needed to improve efficiency, enhance campaign performance, and build a culture of continuous improvement.

Campaign Tracking, Attribution and Reporting

• Reimagine our tracking framework to ensure accurate data capture across all digital touchpoints, including custom event tracking, UTMs, and pixel implementation.
• Support implementation and troubleshooting of tracking strategies using foundational knowledge of website structure and basic coding concepts. 
• Refine our marketing attribution strategy by evaluating and applying various attribution models. Ensure we optimize the use of Dreamdata and UTM parameters to deliver clear, actionable insights into campaign performance.
• Develop and maintain a KPI and ROI reporting cadence for all marketing functions (Growth, PMM, Comms, etc.)

Data Management, Privacy and Compliance

• Work with legal and compliance teams to oversee consent management practices, maintain data privacy standards, and ensure marketing campaigns are executed responsibly and within regulatory frameworks.
• Drive data quality and accuracy through a regular cadence of contact and account enrichment.
• Ensure all marketing operations comply with GDPR, CCPA, and other relevant data privacy regulations.

REQUIREMENTS

• 8+ years of marketing operations experience in a SaaS startup environment.
• Advanced Salesforce knowledge for campaign reporting and dashboards.
• Proficiency in Google Analytics and Google Tag Manager.
• In-depth knowledge and hands-on experience with 6sense platform.
• Strong understanding of GDPR, CCPA, and other data privacy regulations. 
• Experience working alongside (or as part of) a marketing team and understand the end-to-end of building and measuring integrated marketing campaigns.
• Extraordinary communication and project management skills to prioritize projects and align teams.
• Data-driven mindset with expertise in reporting and interpreting data to optimize marketing strategies.
• Takes ownership - you spot areas of opportunity, analyze them, and proactively provide solutions.
• Passionate about marketing operations and technology and stays up to date on the latest trends.

WHAT WE OFFER

• Compensation: $165,000 to $185,000 annually
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Equity: All new hires are eligible for equity grant participation
• Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement: 401(k) with employer match & employer-