Marketing Operations Specialist

Job Description

Who are we? Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications. Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - Mirror, DAP and Analytics. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle. Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries. Customers: 700+ enterprise customers, including over 85 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions. Investors: Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2 Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners. Position Overview: We are looking for a Marketing Operations Specialist with a strong background in data analysis, marketing automation, and stakeholder collaboration to optimize and scale our marketing efforts. The Marketing Operations Specialist will be responsible for driving marketing efficiency through data-driven insights, operational excellence, and cross-departmental collaboration. This role will serve as the key operational backbone of the marketing team, managing data, reporting, and workflows, while working closely with key stakeholders from marketing, sales, product, and finance. Key Responsibilities: Data-Driven Marketing Insights: Analyze marketing data to uncover actionable insights. Generate reports and dashboards that measure campaign performance, lead quality, and ROI, providing insights to marketing leadership and other stakeholders. Marketing Automation & CRM: Oversee the marketing automation platform (e.g., HubSpot, Marketo, Pardot), ensuring data integrity and seamless integration with CRM systems like Salesforce. Implement automated workflows to optimize lead nurturing and scoring. Stakeholder Collaboration: Partner with teams across marketing, sales, product, and finance to share data-driven insights, optimize cross-functional processes, and align marketing strategies with company goals. Present findings and recommendations to various stakeholders for decision-making. Lead Management & Nurturing: Own the lead management process, from lead capture to nurturing, ensuring timely and accurate routing to the sales team. Work with sales teams to optimize lead conversion and improve sales-marketing alignment. Data Analysis & Reporting: Build and manage comprehensive dashboards that track key performance metrics, campaign effectiveness, lead conversions, and pipeline impact. Provide regular reporting to marketing, sales, and executive teams. Performance Optimization: Continuously monitor and analyze the performance of marketing campaigns and workflows, identifying opportunities for improvement in conversion rates, engagement, and overall marketing effectiveness. Marketing Technology (MarTech) Stack Management: Manage and optimize the company’s marketing technology stack, ensuring all tools are integrated, data is accurate, and processes are streamlined. Research and recommend new tools or enhancements. Audience Segmentation & Personalization: Use data and insights to create segmented audience lists and develop personalized marketing strategies, improving engagement and conversion through tailored messaging. Cross-Departmental Reporting: Provide insights to sales, finance, and executive leadership teams to track marketing ROI, pipeline contribution, and overall campaign performance. Help align marketing KPIs with broader company objectives. Key Qualifications: Education: Bachelor’s degree in Marketing, Business, Data Analytics, or a related field. Experience: 5+ years of experience in marketing operations, data analysis, and campaign optimization, preferably in a SaaS or B2B environment. Stakeholder Management: Excellent communication and collaboration skills with the ability to work across departments and present data insights to non-technical stakeholders. Technical Skills: Expertise in CRM systems (Salesforce preferred), data management, and integration. Advanced skills in data analytics and reporting tools like Google Analytics, Tableau, or Power BI. Strong understanding of lead scoring models and marketing attribution. Analytical Skills: Ability to synthesize data from multiple sources and present actionable insights. Strong proficiency in analyzing large data sets and translating them into business recommendations. Marketing Knowledge: Strong understanding of digital marketing tactics, including email marketing, paid campaigns, SEO, and content marketing. Familiarity with audience segmentation, personalized marketing, and omnichannel marketing strategies. Problem-Solving: A data-driven mindset with a passion for optimizing marketing workflows and processes. Demonstrated ability to identify opportunities for improvement and drive initiatives forward. What We Offer: Competitive salary and benefits package. Opportunities for professional development and career growth. A collaborative and innovative work environment. Note: We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast & Scale Fast; No Hierarchies for Communication; Deep Dive & Innovate; Trust, Do it as you own it; We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.