About OpenEnvoy
OpenEnvoy is the Autonomous Finance Platform for modern finance teams.
Our AI agents sit on top of existing ERPs and run finance operations across accounts payable, accounts receivable, treasury, and complex spend. Finance teams use OpenEnvoy to verify every dollar before it moves, reduce operational burden, and scale without re-architecting their systems.
As adoption accelerates and go-to-market complexity increases, this role sits at the center of how OpenEnvoy turns market momentum into a durable, scalable growth engine.
About the Role
The Marketing Operations Manager owns the systems, data, and execution infrastructure that power OpenEnvoy’s marketing engine.
This is a hands-on individual contributor role responsible for campaign operations, lifecycle integrity, attribution, and performance reporting. You will ensure programs launch cleanly, data flows correctly across systems, and leadership has reliable insight into results.
You will report directly to the VP of Marketing and work closely with Growth, Revenue Operations, and Sales. This role is critical to scaling marketing as demand, channels, and campaign volume increase.
Why This Role Matters
As OpenEnvoy scales, marketing performance depends on operational precision.
Marketing Operations is foundational here. It enables Growth to move quickly without breaking systems, data, or trust in reporting.
Your work will:
- Ensure campaigns launch reliably and are measured correctly
- Create confidence in attribution, funnel performance, and pipeline contribution
- Maintain alignment between Marketing, Sales, and Revenue Operations
- Enable leadership decisions based on clean, consistent data
What You’ll Do
Marketing Systems and Campaign Execution
- Own Zoho Campaigns as the system of record for marketing execution
- Configure, maintain, and QA campaigns, forms, workflows, and lifecycle automation
- Ensure accurate lead routing, lifecycle progression, and CRM handoffs
- Troubleshoot workflow, tracking, and data issues quickly
Attribution, Reporting, and Data Integrity
- Own UTM governance, campaign naming conventions, and source-of-truth definitions
- Build and maintain weekly dashboards for leads, SQLs, pipeline contribution, and conversion trends
- Enforce strong data hygiene through deduplication, enrichment, and field governance
- Partner with Revenue Operations to maintain consistent funnel definitions and reporting
Funnel and Lifecycle Operations
- Support lead scoring, segmentation, and nurture logic with Growth
- Audit conversion paths across landing pages, forms, and campaigns
- Maintain clean lifecycle tracking from first touch through Sales handoff
Cross-Functional Enablement
- Serve as the operational backbone of the marketing team
- Enable Growth and Content teams to execute without breaking systems
- Partner with Sales on lead flow alignment and SLA adherence
- Document repeatable processes as campaign complexity increases
Tools You’ll Use
Zoho CRM, Zoho Campaigns, Zoho Analytics, Webflow, Zapier, Google Analytics (GA4), Google Tag Manager, LinkedIn Ads, Google Ads and Search, Apollo or Reply.io, Notion, spreadsheets and dashboards, AI-assisted analysis and content tools.
Who You Are
- Experienced Marketing Operations professional with a strong execution mindset
- Comfortable owning systems directly, not coordinating through others
- Highly detail-oriented with clear accountability for data quality
- Analytical and structured, with strong follow-through
- Effective cross-functional partner who communicates clearly
- Motivated by building durable systems in a fast-growing environment
Qualifications
- 4–6 years of hands-on Marketing Operations experience in B2B SaaS or fintech
- Strong working experience with Zoho CRM and Zoho Campaigns
- Experience owning campaign execution, attribution, and lifecycle automation
- Experience with UTM frameworks, funnel reporting, and CRM data hygiene
- Strong Excel or Google Sheets skills and comfort working with dashboards
- Experience supporting growth or demand generation teams is a plus
What We Offer
- Competitive compensation aligned with growth-stage companies
- Comprehensive medical, dental, and vision coverage
- 401(k) with company match
- Flexible remote or hybrid work environment
- Equal Opportunity Employer and welcome applicants of all backgrounds.
Apply now:
Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.
Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.