Marketing Operations

Personetics is the global leader in financial data-driven personalization, helping financial institutions deepen client relationships through enhanced financial wellness. We serve 130+ financial institutions and reach 150 million customers across 35 global markets, with offices in New York, London, Singapore, São Paulo, and Tel Aviv.

The Marketing Operations role is designed to support digital marketing, data analysis, and collaboration with cross-functional teams. The position will assist in driving key marketing initiatives, ensuring alignment with sales objectives, and optimizing the use of marketing automation, CRM systems, and other technologies. 

• Marketing Operations Support: Assist with updating the company website and social media channels. Help prepare and distribute marketing emails. Assist in the development and maintenance of marketing automation workflows. Manage and update the CRM systems. Coordinate with cross-functional teams to ensure alignment on marketing initiatives. Monitor and report on marketing campaign performance metrics. 
• Digital Marketing: Support the planning and execution of digital marketing campaigns across various channels (email, social media, PPC, SEO). Assist in content creation for digital platforms, including website updates, blog posts, and social media content. Analyze website traffic and user engagement metrics using tools like Google Analytics. Help optimize landing pages and user experience (UX) to improve conversion rates. 
• Data Analysis and Reporting: Collect and analyze data to identify trends and insights for continuous improvement. Prepare regular reports on marketing activities, performance, and ROI. 
• Collaboration and Communication: Work closely with the sales team to ensure marketing strategies align with sales objectives. Communicate effectively with team members to support project timelines and deliverables. 
• Collaboration and Support: Work closely with the marketing team to understand data needs and provide weekly reporting in Excel and PowerPoint. Support the development and execution of data-driven marketing strategies. Collaborate with other departments, including sales to align marketing efforts. 

• Bachelor's degree, or a related field; MBA is a plus. 
• 3+ years in a marketing operations role 
• 5+ years total business experience 
• Experience in managing social media platforms, CRM and Marketing automations systems (HubSpot is a plus)  
• Experience in developing management reports and BI data from marketing automation systems 
• Proficiency in Excel (including Pivots, XLOOKUPs, and functions), PowerPoint, HubSPot and WordPress. 
• Familiarity with tools such as Google Analytics, HubSpot, Salesforce, and BI tools like Power BI or Tableau is an advantage. 
• Strong analytical and technical skills.  
• Proven ability to learn new skills and a willingness to create new processes. 
• Excellent English communication skills, both written and verbal.