Marketing Operations Manager
Job Summary
The Lead - Marketing Operations will be responsible for building a scalable reporting
and analytics framework that enables data-driven decision-making across Marketing
Sales & Revenue Operations. This role will own Salesforce reporting BI dashboards
funnel analytics operational insights and executive reporting while driving continuous
process optimization through data trends and analytical recommendations.
The ideal candidate should have deep expertise in Salesforce reporting CRM analytics
and Business Intelligence platforms such as Tableau Power BI Looker or similar. They
should possess strong SQL and analytical skills be able to work with large datasets
from multiple systems and transform complex business requirements into executive-
ready dashboards and actionable insights.
Key Responsibilities:
Create manage and optimize Lead Funnel Conversion reports in Salesforce and
BI dashboards to provide visibility into Marketing and Sales performance.
Design and maintain Lead-to-Cash executive dashboards enabling leadership
to track pipeline creation conversion revenue performance sales productivity
and overall business health.
Develop scalable reporting frameworks for Lead Generation Campaign
Performance Pipeline Attribution Sales Acceptance Lead Routing SLA
adherence and Marketing ROI.
Build interactive dashboards and analytical solutions using Tableau Power BI
Looker CRM Analytics or similar BI platforms integrating data from Salesforce
Marketo Snowflake Databricks and other enterprise systems.
Perform advanced data analysis to identify funnel bottlenecks routing
inefficiencies campaign performance trends data quality issues and
operational risks while providing recommendations to improve conversion
productivity and business outcomes.
Partner with Marketing Sales RevOps CRM Operations Analytics and IT teams
to understand reporting requirements and translate business needs into
scalable reporting and visualization solutions.
Lead the standardization of reporting KPI definitions dashboard governance
and data quality across Salesforce and Marketing Automation platforms to
ensure consistent reporting across the organization and drive operational excellence by proactively identifying automation opportunities simplifying manual processes optimizing lead lifecycle management and
recommending process improvements based on data trends and business insights.
Develop executive-level reporting for WBRs QBRs operational reviews and
leadership presentations with actionable recommendations backed by
quantitative analysis.
Perform root cause analysis on operational issues related to lead routing
campaign performance sales productivity pipeline conversion and reporting
discrepancies while partnering with cross-functional teams to implement long-
term solutions.
Build predictive and trend-based analytical models to help leadership forecast
lead volumes conversion rates SLA performance resource planning and
pipeline growth.
Ensure reporting accuracy through regular audits validation reconciliation and
governance of Salesforce and Marketing Operations data.
Qualifications :
Required Qualifications:
6-8 years of experience in Marketing Operations Business Intelligence CRM
Analytics Sales Operations or Revenue Operations.
Expert knowledge of Salesforce reporting dashboards custom report types
joined reports reporting snapshots and CRM Analytics.
Strong hands-on experience with Tableau Power BI Looker or equivalent
Business Intelligence platforms.
Advanced proficiency in SQL with experience querying and analyzing large
enterprise datasets.
Experience working with Snowflake Databricks BigQuery Redshift or similar
cloud data platforms.
Strong understanding of Marketing Operations processes Lead Lifecycle
Management Lead Routing Campaign Operations Attribution Models Pipeline
Management and Revenue Analytics.
Excellent analytical problem-solving stakeholder management and
communication skills with the ability to present data-driven recommendations
to senior leadership.
Preferred Qualifications:
Experience leveraging AI and Generative AI technologies (e.g. ChatGPT
Microsoft Copilot Gemini Claude or similar enterprise AI platforms) to
automate reporting generate business insights improve productivity and
streamline Marketing Operations workflows.
Understanding of AI-driven analytics predictive modeling anomaly detection
forecasting and intelligent dashboarding to support executive decision-making.
Experience applying machine learning predictive analytics or AI-assisted
reporting to identify trends optimize lead funnel performance improve
campaign effectiveness and recommend operational improvements.
Experience working with AI-powered CRM and Marketing Automation
capabilities including Salesforce Einstein CRM Analytics Marketo AI or similar
intelligent automation platforms is highly desirable.
Additional Information :
At Freshworks we have fostered an environment that enables everyone to find their true potential purpose and passion welcoming colleagues of all backgrounds genders sexual orientations religions and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant richer environment that boosts the goals of our employees communities and business. Fresh vision. Real impact. Come build it with us.
Remote Work :
No
Employment Type :
Full-time
About Company
Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in San Mateo, California, Freshwork ... View more