Jump - Advisor AI · 12 hours ago
Marketing Operations Manager
Jump - Advisor AI is a Series B company focused on empowering financial advisors through AI technology. They are seeking a Marketing Operations Manager to build and optimize the marketing infrastructure, ensuring efficient processes and data-driven decision-making across marketing and sales teams.
Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management
Responsibilities
Own and optimize the marketing tech stack (e.g., CRM, marketing automation, attribution, analytics tools)
Partner closely with Sales Ops / RevOps to ensure clean data flow across the funnel
Lead implementation, integration, and ongoing optimization of tools and platforms
Define and maintain funnel metrics from lead → MQL → SQL → revenue
Build dashboards and reporting that drive decision-making (not vanity metrics)
Own attribution models and performance measurement across channels
Ensure data integrity, governance, and documentation
Design scalable marketing processes (campaign planning, launches, lead routing, SLAs)
Improve operational efficiency through automation and clear workflows
Create playbooks and documentation to support a growing team
Partner with demand gen, content, and product marketing to operationalize campaigns
Manage campaign setup, QA, segmentation, and post-launch analysis
Enable experimentation through testing frameworks and performance insights
Act as a strategic partner to Sales, Customer Success, Finance, and Product
Translate business goals into operational requirements
Help align GTM teams around shared definitions, metrics, and outcomes
Qualification
Required
4–7+ years of experience in Marketing Operations, Revenue Operations, or Growth Ops
Deep experience with CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo)
Strong analytical skills and comfort working with data, dashboards, and reporting
Proven ability to design processes that scale
Experience partnering with Sales Ops / RevOps in a B2B environment
Preferred
Experience at a high-growth startup (Series A–C)
Familiarity with attribution tools, CDPs, or BI tools (e.g., Looker, Tableau, Amplitude)
Understanding of PLG or hybrid sales motions
Experience supporting both inbound and outbound motions
Benefits
Equity
Medical, dental, vision benefits
401k available
Company
Jump - Advisor AI
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
Funding
Current Stage
Growth StageTotal Funding
$29.17MKey Investors
Battery VenturesSorenson Capital
2025-02-03Series A· $24.57M
2024-06-10Series Unknown· $4.6M
Recent News
2026-01-22
Company data provided by crunchbase