Marketing Operations, Conversion Specialist

Job Description

Funnel Architecture & Systems Design

• Map the complete customer journey: anonymous visit → lead → SQL → closed-won → expansion.
• Design and maintain field structures, object relationships, routing logic, and lifecycle stages in Salesforce and marketing automation tools.
• Ensure seamless data flow between website, ActiveCampaign, Salesforce, and sales tools.

Hands-On Execution (Non-Negotiable)

• Build and modify forms, fields, workflows, routing rules.
• Configure lead assignment, round-robin logic, and territory rules.
• Build and maintain lead scoring models, lifecycle stages, and attribution rules.
• Set up integrations, webhooks, and data syncs without waiting on IT.

Conversion Optimization

• Analyze drop-off points, form abandonment, and page friction; run A/B tests on headlines, CTAs, and page structure.
• Use tools like Hotjar, FullStory, and GA4 to diagnose and improve conversion paths.

Data Integrity & Attribution

• Maintain clean data: deduplication, field hygiene, and validation.
• Build attribution models that reflect multi-touch reality and long sales cycles.
• Understand and report on influenced revenue, assisted conversions, and channel bias.

Measurement & Accountability

• Own key funnel metrics: visitor → lead %, lead → SQL %, speed-to-lead, form completion rates.
• Identify funnel leakage and explain where revenue is lost or opportunities are missed.

Operator Mindset

• Live inside Salesforce, ActiveCampaign, GA4, and marketing automation tools.
• Debug issues in real time; comfortable making changes in production environments.

Knowledge, Skills, and Abilities

• Systems architecture expertise: CRM, marketing automation, attribution modeling.
• Strong understanding of data flows and integration between marketing and sales systems.
• Ability to design and implement routing, scoring, and lifecycle logic.
• Skilled in conversion optimization and A/B testing.
• Obsessed with data cleanliness and attribution accuracy.
• Comfortable with tools like Salesforce, ActiveCampaign, GA4, Hotjar, FullStory.
• Analytical mindset with ability to explain funnel math and ROI logic.
• Thrives in a fast-paced environment; can run multiple projects without chaos.

If you only plan and never implement-or avoid touching live systems-this role is not for you.

Education and Experience

• 7+ years in Marketing Operations, Revenue Operations, or Growth Operations for B2B SaaS.
• Proven experience architecting funnels and fixing conversion bottlenecks.
• Hands-on expertise with CRM systems (Salesforce) and marketing automation platforms.
• Hands-on experience with lead data enrichment
• Strong background in attribution modeling and multi-touch reporting.

Nice to have, but not required:

• Hands-on experience with WordPress
• Experience in solar and/or energy storage space
• Hands-on experience with lead nurturing
• Bachelor's degree in marketing, Business, or related field (or equivalent experience).