Senior Analyst, Marketing Operations

• Manage the configuration maintenance and optimization of marketing platforms such as Salesforce Marketing Cloud Account Engagement Qvidian Smartsheet and other systems.
• Implement automation opportunities across campaign workflows reporting and content delivery using tools like Power Automate Power BI Salesforce reporting
• Collaborate with vendors and internal teams to enhance platforms and troubleshoot issues.
• Analyze current marketing operations workflows to identify inefficiencies.
• Implement process improvements using Lean or Agile principles.
• Maintain SOPs and documentation for marketing systems and processes.
• Provide targeted sales reports with insights to drive sales productivity and alignment.
• Provide leadership with comprehensive reports that include key sales metrics and forecasting insights to support strategic decision-making and performance tracking.
• Support sales leads in development of quarterly institutional sales board reports to be delivered to affiliates
• Dashboard Reporting: Build and maintain real-time marketing dashboards with key KPIs.
• Campaign & Content Performance: Monitor and analyze campaign metrics like conversion engagement and ROI.
• AI Integration & Digital Platform Optimization Pilot and integrate AI tools to enhance content generation personalization and campaign performance.
• Support and evolve digital platformswebsites portals and internal toolsensuring alignment with brand UX and compliance standards.
• Manage marketing projects from intake to execution ensuring timely delivery.
• Collaborate with cross-functional teams including HR IS and external partners to align timelines and support initiatives.
• Monitor project progress and implement mitigation strategies.
• Manage subscriptions relating to business intelligence and information databases

• 7 years of experience in marketing technology and operations digital marketing or martech roles.
• Proficiency in Salesforce Marketing Cloud Account Engagement Qvidian PowerBI Smartsheet and Microsoft 365.
• Experience with automation tools and AI platforms (Copilot ChatGPT and Power Automate).
• Experience in asset management/investment industry is an asset.
• Strong analytical and project management skills.
• Excellent communication and documentation abilities.
• Familiarity with compliance and data governance in marketing contexts.

Required Experience:

Senior IC