Red Oak · 7 hours ago
Marketing Operations Analyst
Austin, TX
Full-time
Hybrid
Entry Level
2+ years expRed Oak is seeking a detail-oriented and analytical Marketing Operations Analyst to join their Revenue Operations team. This role supports the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth in a fast-paced SaaS environment.
Software
No H1B
Responsibilities
Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and integrations with Salesforce
Support data hygiene, list uploads, and campaign set-up to ensure accurate targeting and segmentation
Create HubSpot workflows to trigger marketing campaigns
Run full operational life cycle of webinars. Create website embedded registration forms, associated email campaigns to registered contacts and prospect contacts from our lists, trigger reminders and Zoom invites from the HubSpot workflow, set up the Zoom webinar and manage the operations during the webinar. Track and report webinar success metrics
Create UTM tracking and report on marketing success using tracking metrics
Create bi-directional link between HubSpot and SFDC systems for lead metrics communication
Enhance contract data through tools like ZoomInfo
Partner with Marketing to track and report on campaign performance
Build dashboards and reports in Salesforce and/or BI tools to measure lead flow, funnel conversion, and ROI
Help monitor lead scoring, routing, and campaign attribution processes
Support leadership in preparing QBRs, board decks, and marketing funnel review sessions
Ensure marketing data accuracy by running regular audits and identifying areas for improvement
Support the Revenue Operations team in pipeline analysis and marketing contribution reporting
Assist with preparing monthly/quarterly business reviews (QBRs)
Work cross-functionally to ensure reporting aligns with training, onboarding, and productivity initiatives
Collaborate with Sales Operations to ensure proper attribution and lead-to-opportunity tracking
Document and maintain marketing operations processes and workflows
Provide support for testing and rolling out new tools, campaigns, or processes across the GTM team
Collaborate with Sales to ensure smooth lead handoff and alignment
Qualification
Required
Bachelor's degree in Marketing, Business, Analytics, or related field (or equivalent work experience)
2–3 years of experience in Marketing Operations, Sales Operations, or a related role
Familiarity with marketing automation tools (HubSpot, Marketo, Pardot) and CRM (HubSpot required, Salesforce also preferred)
Strong Excel/Google Sheets skills; familiarity with reporting and data visualization tools is a plus
Benefits
Exposure to the full GTM funnel—sales, marketing, and client success.
Mentorship from experienced Revenue Operations leaders.
Opportunity to gain hands-on experience with industry-standard SaaS tools and processes.
Clear career growth path into Marketing Operations, Sales Operations, or broader RevOps roles.
Company
Red Oak
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$51M2023-06-29Private Equity· $51M
Leadership Team
Stacey Ledbetter
Director of Revenue Operations
Tripp Neville
CRO | ROC
Recent News
FinTech Global
2025-06-23
GlobeNewswire News Room
2025-02-14
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