Marketing Operations Manager

Who we are:
Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless.  

We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you!

Position Summary:
The Marketing Operations Manager is responsible for driving the strategy, execution, and optimization of marketing operations that support Coterie’s growth across all distribution partners and audiences. This role ensures the marketing organization operates efficiently by managing marketing technology, data, campaign operations, and reporting infrastructure.

Partners with other members of marketing, growth/revenue, insurance, and technology teams to develop scalable systems and processes that support agent and customer acquisition, partner engagement, customer retention, and pipeline growth. The role ensures marketing programs are measurable, data-driven, and aligned with revenue goals. This role serves as the operational backbone of the marketing team, ensuring campaigns, automation, and reporting systems are optimized to deliver measurable ROI and continuous improvement.

Key Responsibilities:

• Develops and executes marketing operations processes and systems that enable scalable campaign execution, data-driven decision making, and measurable marketing performance.
• Manage and support marketing team members responsible for creative and content execution to ensure campaign readiness and alignment with marketing priorities.
• Evaluates and implements marketing technology solutions that improve campaign execution, integration, and marketing performance management such as CRM integrations, marketing automation systems, analytics tools, and attribution platforms.
• Partners with marketing leadership and support operational infrastructure for campaign strategies across digital marketing, lifecycle marketing, partner marketing, and demand generation programs.
• Establishes campaign execution processes including timelines, asset coordination, quality assurance, and launch readiness.
• Designs, implements, and optimizes marketing automation workflows, lead management processes, and lifecycle nurturing programs to support agent acquisition, partner engagement, and customer retention.
• Maintains marketing data quality and standards, segmentation frameworks, and audience management processes to support targeted marketing campaigns.
• Develop dashboards, reporting frameworks, and attribution models to measure marketing performance, pipeline contribution, and campaign ROI.
• Collaborates with revenue operations and revenue leadership to align lead routing, scoring, and pipeline management processes.
• Builds and manages the marketing campaign calendar and ensures campaigns are executed accurately across all systems and channels.
• Partners with cross-functional teams including insurance, growth/revenue and marketing peers to lead product launches and go-to-market initiatives.
• Analyzes marketing performance data and provides insights to inform strategy, optimization, and investment decisions.
• Oversee marketing operations vendors and technology partners to ensure systems are optimized and aligned with business goals.
• Drives continuous improvement in marketing processes, documentation, and operational best practices while ensuring all marketing systems, processes, and data practices comply with privacy regulations and internal governance standards.
• Manages marketing operations budgets related to technology platforms, data tools, and operational vendors

Required Education & Experience:

• Bachelor’s degree in Marketing, Communications, Business, Advertising, or related field.
• 5-8+ years of experience in marketing operations, revenue operations, or marketing analytics within a B2B or technology-driven organization.
• Experience working with marketing automation platforms, CRM systems, and analytics tools required.
• Experience supporting cross-functional marketing teams and managing marketing technology stacks.
• Experience managin