Senior Marketing Operations Manager (Reporting and Analytics)

Vestwell; New York (NY); Hybrid; USD 105,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Generous time off

401(k) plan

Hybrid work in NYC

Job summary

Vestwell is seeking a Senior Marketing Operations Manager focused on reporting and analytics in New York. You will own marketing analytics, dashboards, and attribution, partnering with Data, Product, and Revenue Technology to unify data from Google Analytics, HubSpot, and Salesforce.

This hands-on role emphasizes practical reporting, data judgment, and cross-team collaboration. You will also own marketing attributes for segmentation and enable targeted campaigns while aligning with product

Qualifications

• 5+ years in marketing analytics, marketing operations, BI, or similar data-focused role.
• Advanced hands-on experience with Google Analytics and HubSpot reporting.
• Knowledge of Salesforce reporting and data structures.
• Experience building dashboards in BI/data visualization tools.
• Experience reconciling data from multiple systems and defining metrics.
• Experience using customer attributes for segmentation and targeting.
• Strong analytical judgment and translating questions into data requirements.
• Ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams.
• Strong project management and communication skills, with high attention to accuracy.

Responsibilities

• Own marketing analytics and reporting; be the main point of contact for performance data and dashboards.
• Map and connect data across Google Analytics, HubSpot, and Salesforce; close data gaps.
• Build dashboards and recurring reports; ensure data quality and update as needs change.
• Own marketing attributes; define attributes with Product and communicate changes.
• Enable targeted campaigns by applying approved attributes to segments and campaigns.
• Measure the marketing funnel; link upper-funnel to leads, sales, and post-sale signals.
• Coordinate with Marketing, Data, Revenue Technology, Product, and Engineering; define requirements.

Skills

Marketing analytics

HubSpot reporting

Google Analytics

Salesforce reporting

BI dashboards

Data storytelling

Cross-functional collaboration

Project management

Data interpretation

Education

Bachelor's degree

Tools

Tableau

Sigma

Looker

SQL basics

Job description

Senior Marketing Operations Manager (Reporting and Analytics)

New York, NY

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

Vestwell's marketing team is looking for a Senior Marketing Operations Manager to serve as the primary owner of marketing analytics and reporting. This person will partner with Data, Product, and Revenue Technology to understand the data available across Google Analytics, HubSpot, and Salesforce, bring those sources into a consistent reporting view, and build the dashboards marketing needs to measure performance and make better decisions.

The role will also own marketing attributes, the data points used to identify meaningful customer groups and support targeted campaigns. Working closely with Product and Engineering, this person will understand how attributes are defined and used, represent Marketing when attributes change, and help campaign teams apply them effectively.

This is a hands-on analytics and reporting role, not a software or data engineering position. Success requires strong data judgment, practical reporting and dashboard-building skills, a clear understanding of how business systems connect, and the ability to translate stakeholder needs into useful reporting.

What Will You Be Doing?

• Own marketing analytics and reporting. Serve as the main point of contact for marketing performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards so teams use a consistent view of performance.
• Understand and connect the data. Partner with Data and Revenue Technology to map the available pre and post-sale data across Google Analytics, HubSpot, and Salesforce. Determine how those sources should work together, identify access or quality gaps, and create a reliable reporting view of the customer journey.
• Build dashboards and recurring reports. Translate marketing questions into practical dashboards and reports that track initiatives, campaign performance, funnel movement, and business outcomes. Maintain the reports, validate the underlying data, and improve them as needs change.
• Own marketing attributes. Maintain Marketing's understanding of the customer attributes used for segmentation and targeting. Partner with Product to understand how an attribute is defined, where it comes from, and how it can be used. Act as Marketing's point of contact when Product or Engineering proposes a new attribute or a change to an existing one.
• Enable targeted campaigns. Help marketing teams identify useful customer groupings and apply approved attributes to campaign design, audience selection, personalization, and performance analysis. Confirm that segments are based on reliable data and can be measured consistently.
• Measure the marketing funnel. Connect upper-funnel activity and pre-sale engagement to lead progression, sales outcomes, and relevant post-sale signals. Develop campaign and funnel reporting while clearly documenting data and attribution limitations.
• Coordinate across teams. Work comfortably with Marketing, Data, Revenue Technology, Product, and Engineering to define requirements, resolve data questions, prioritize work, and communicate findings in terms each team can use.

Requirements

The Necessities

• 5+ years of experience in marketing analytics, marketing operations, business intelligence, or a similar data-focused role.
• Advanced hands-on experience with Google Analytics and HubSpot reporting, including the ability to build, validate, and explain reports within each platform.
• Working knowledge of Salesforce reporting and data structures, with the ability to partner with Revenue Technology to obtain and apply the data Marketing needs.
• Experience building dashboards and reporting frameworks in a business intelligence or data visualization tool such as Tableau, Sigma, or Looker.
• Experience reconciling data from multiple systems, documenting metric definitions, identifying data-quality issues, and explaining the limits of the available data.
• Experience using customer attributes, segments, or product data to support targeted marketing campaigns and measurement.
• Strong analytical judgment and the ability to translate business questions into clear data requirements, useful reports, and actionable findings.
• Demonstrated ability to work across Marketing, Data, Revenue Technology, Product, and Engineering teams, including stakeholders with different technical backgrounds.
• Strong project management and communication skills, with close attention to accuracy, consistency, and follow-through.
• Bachelor's degree in marketing, analytics, business, or a related field, or equivalent practical experience.

The Extras

• Experience in financial services, technology, or another regulated industry.
• Relevant Google Analytics, HubSpot, Salesforce, or business intelligence certifications.
• Familiarity with product or behavioral analytics tools such as Amplitude, Mixpanel, or Pendo.
• Basic familiarity with SQL, data warehouses, or data integration concepts. This knowledge is helpful for partnering with technical teams but is not an engineering requirement.

This role will be based in either the New York City office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $105K - $140K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Full-Time Employee Benefits

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Vestwell’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.