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Marketing Operations Specialist

$80k – $100k • 0.015% – 0.035%
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Marketing Operations Specialist

Position Location:
San Francisco

About Position:
Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people to not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Healthcare, FinTech, Dreamers. We check all those boxes. Complex thinking isn’t encouraged, it’s mandated. We use technology to integrate disjointed banking and payments infrastructure to optimize consumer healthcare spending, savings, and overall livelihood. We are passionate about what we are doing because we know our approach can make a meaningful difference in people’s lives. Wake up and come to work every day with this in mind.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y Combinator, Teamworthy Ventures, The Durant Company, SV Angel, PJC, Streamlined Ventures, among others. To date we have raised over $42 million, including a recent series B Funding of $27 million to increase Healthcare Savings Across America.

Job Description:
As Lively’s Marketing Operations Specialist, you will oversee the management of our marketing technology stack, play a key role in streamlining processes, and track campaign performance to ensure the marketing team is pacing towards business goals. You’ll work cross-functionally with sales, product, and engineering teams to ensure data flows appropriately between all our systems so we can accurately measure results. You’ll be a key partner to the growth team in building out high performing campaigns.

Job Requirement Title
Below are some of the things you will be responsible for and the qualifications you would have:

Create dashboards to track channel performance and build attribution models to inform budget allocation decisions
Manage Segment and Marketo data architecture and partner with Sales Ops to ensure appropriate data flows properly between Marketo and Salesforce
Utilize external tools to standardize, deduplicate, and enrich lead and accounts level data
Identify areas of inefficiency for process and technology optimization and ensure data integrity across all systems
Develop lead stage definitions, refine lead scoring models, and define criteria for moving leads down the funnel
Support marketing campaign setup and optimization including setting up email programs, building landing pages, developing testing strategies, and analyzing results

Bachelor’s degree from an accredited college or university
2+ years experience in marketing operations, marketing automation, or growth marketing
Experience with marketing automation platforms such as Marketo, Hubspot, or similar
Proficiency with Salesforce and integrating it with other systems
A passion for data, testing, and learning (experience with SQL is a plus but not required)
Strong project management, organizational, and interpersonal skills
Experience working cross-functionally with product and engineering teams
Comfortable working with a high level of adaptability and flexibility in a fast-paced environment
A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect

Healthcare benefits

Retirement benefits

Parental leave

Equity benefits

Company meals

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