Marketing Operations Specialist

About First Gen Financial

We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and continuous growth. We have developed our own proprietary insurance product for employers which is scaling rapidly. Our leadership team brings proven expertise from multiple sectors of finance, and every team member plays a direct role in expanding both our clients’ success and our company’s vision. We unlock capital to empower teams!

About the role

The Marketing Operations Specialist owns the systems, processes, and data infrastructure that power First Gen Financial's marketing function. This role is responsible for building and maintaining the marketing tech stack, managing campaign operations, and ensuring marketing data is clean, connected, and actionable for leadership decision-making. Reporting directly to the CEO/COO, this is a high-visibility, hands-on individual contributor role for someone who wants to bring structure and scalability to a growing marketing function.

Key Responsibilities

• Own and manage the marketing technology stack (CRM, marketing automation, analytics tools), ensuring systems are integrated and functioning efficiently.

• Build, manage, and optimize marketing workflows, campaign operations, and lead routing processes.

• Partner with Sales and Customer Success to ensure clean handoffs of leads and accurate attribution across the funnel.

• Own marketing data integrity — tracking, reporting, and dashboards that give leadership visibility into pipeline, campaign performance, and ROI.

• Manage marketing calendars, project timelines, and cross-functional coordination to keep campaigns and launches on track.

• Identify opportunities to automate repetitive marketing processes and improve operational efficiency.

• Support budget tracking and vendor management for marketing tools and programs.

• Collaborate with leadership to translate business goals into measurable marketing operations priorities.

• Document processes and playbooks to support consistency and scalability as the marketing function grows.

• CRM and Marketing Automation experience required (Hubspot, Pipedrive, Marketo, Activecampaign

Qualifications

Education & Experience

• Bachelor's degree in Marketing, Business, or related field (or equivalent experience).

• 3+ years of experience in marketing operations, demand generation operations, or a related role, ideally in SaaS, fintech, or technology-driven environments.

• Experience owning a marketing tech stack (e.g., HubSpot, Marketo, Salesforce, or similar) from an operations/admin perspective.

• Experience with financial services, insurance, or benefits industries a plus.

Skills & Competencies

• Strong analytical skills with the ability to build reporting and dashboards that drive decision-making.

• Process-oriented mindset with a track record of building or improving marketing systems and workflows.

• Excellent project management skills, with the ability to manage multiple priorities and stakeholders simultaneously.

• Comfort working cross-functionally with Sales, Customer Success, and executive leadership.

• Strong written and verbal communication skills.

• Ability to operate independently and bring structure to ambiguity in a fast-paced, growing environment.

Other Requirements

• Occasional travel may be required for team or company offsites.

Compensation & Benefits

• Fully remote role.

• Base compensation:75,000-85,000 + 10% Annual Bonus

• Comprehensive benefits package including health, dental, and vision insurance.

• Retirement plan options.

• Paid time off, holidays, and professional development opportunities.

• Compensation for this position is dependent on location, experience, and other requirements.

Who You Are

You’re an A-Player. coachable, driven, and deeply mission-aligned. You thrive on ownership, competition, and personal growth. You embody First Gen’s core values:

- Ironclad Integrity: You do the right thing, even when no one is watching.

- 24-Carat Accountability: You own your outcomes and stay humble when corrected.

- Catalyst: You’re a constant learner with curiosity, discipline, and resilience.

- Wholehearted: You put relationships before deals and build authentic trust.

You’re not just looking for another job you’re seeking a purposeful career where your work directly impacts business owners and their teams.

First Gen Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.