Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

We are seeking a Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success. This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $102,000 - $159,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools. 
  • Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.
  • Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.
  • Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.
  • Lead/Marketing Reporting & Data Strategy:
    • Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization.
    • Solidify and document the data infrastructure for accurate and scalable attribution and measurement.
    • Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.
  • Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.
  • Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.
  • Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.
  • Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.

Who You Are

  • 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree
  • 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.
  • 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players
  • A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.
  • Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.
  • Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.
  • Strong understanding of sales and marketing processes and best practices, along with associated metrics.
  • Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds. 
  • Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.
  • Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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