Upwind Security
Marketing Operations Manager
Upwind Security, San Francisco, California, United States, 94199
Upwind Security is looking for a Marketing Operations Manager to own the execution, maintenance, and continuous improvement of our go-to-market systems, analytics, and reporting.
You will partner closely with Revenue Operations and Marketing Leadership to run, maintain, and improve established workflows across Salesforce, HubSpot, Clay, Hockeystack, events, reporting, and GTM tooling.
What You’ll Own
Intake, Analysis, Triage & Day-to-Day Ops Serve as the first point of contact for Marketing Ops requests via Slack and other intake channels Triage, clarify, and resolve day-to-day requests (lists, ownership updates, campaign questions, quick data fixes) Investigate and resolve issues independently; escalate only true system or architecture problems Identify recurring requests and turn them into documented, repeatable processes Campaign, Channel, SDR & Event Operations Own campaign setup, tagging, and hygiene in Salesforce and HubSpot Ensure event leads are properly uploaded, tagged, QA’d, and reflected in reporting Build and maintain campaign and event dashboards Perform retroactive cleanup on older campaigns and event lists as needed Build and maintain custom Hockeystack dashboards to support: Marketing channel performance Campaign reporting Product launches Design, execute, and continuously improve SDR and lead flow processes to reduce leakage and manual handoffs Implement, maintain, and improve lead flow processes across all marketing programs, including: Implementing automated tracking and reporting in SFDC Reducing manual copy/paste workflows Improving data visibility across Marketing, SDR, and Sales Data Hygiene, QA & Governance Monitor enrichment success and data quality, escalating to RevOps as necessary Run proactive QA checks (missing owners, orphaned records, broken attribution) Investigate and resolve “missing data” issues before escalation Maintain UTM structure and generate new UTMs as needed Support GDPR compliance, including data access and deletion requests Reporting & Executive Support Prepare and maintain weekly marketing and GTM reporting and self-service dashboards Proactively communicate analysis and insights of key data findings to marketing leadership Build and maintain SDR dashboards for: Weekly pipeline reporting Quota attainment by individual SDR Prepare inputs for quarterly board reporting related to marketing and pipeline Validate data accuracy and consistency across systems before reports reach leadership Support ad hoc leadership reporting with first-pass analysis and investigation Research, Enablement & Documentation Create and maintain SOPs and how-to documentation for Marketing Ops processes Communicate system changes and train marketing users on new workflows Conduct research and execute lead list pulls using Clay, Salesforce, and sales engagement tools What Success Looks Like Marketing has the dashboards and analytics they need to make better data-driven decisions Marketing Ops requests are handled quickly with minimal escalation Campaigns and events are consistently tagged and report accurately Manual processes are automated as much as possible to help the team scale Data quality issues are caught proactively SDR and marketing lead flow processes run with reduced manual effort Reports go out on time to support senior leadership Requirements Required 2–4 years of experience in Marketing Operations, Sales Operations, GTM Engineering, or a related ops role Strong hands-on experience with Salesforce and Clay Experience supporting campaigns, events, and GTM workflows High attention to detail and comfort working across multiple systems Ability to operate independently in a fast-paced environment Nice to Have Experience with HubSpot and Hockeystack Familiarity with enrichment and data tools (ZoomInfo, Cognism, etc.) Experience supporting B2B SaaS or security companies Exposure to SDR or sales tech stacks
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Intake, Analysis, Triage & Day-to-Day Ops Serve as the first point of contact for Marketing Ops requests via Slack and other intake channels Triage, clarify, and resolve day-to-day requests (lists, ownership updates, campaign questions, quick data fixes) Investigate and resolve issues independently; escalate only true system or architecture problems Identify recurring requests and turn them into documented, repeatable processes Campaign, Channel, SDR & Event Operations Own campaign setup, tagging, and hygiene in Salesforce and HubSpot Ensure event leads are properly uploaded, tagged, QA’d, and reflected in reporting Build and maintain campaign and event dashboards Perform retroactive cleanup on older campaigns and event lists as needed Build and maintain custom Hockeystack dashboards to support: Marketing channel performance Campaign reporting Product launches Design, execute, and continuously improve SDR and lead flow processes to reduce leakage and manual handoffs Implement, maintain, and improve lead flow processes across all marketing programs, including: Implementing automated tracking and reporting in SFDC Reducing manual copy/paste workflows Improving data visibility across Marketing, SDR, and Sales Data Hygiene, QA & Governance Monitor enrichment success and data quality, escalating to RevOps as necessary Run proactive QA checks (missing owners, orphaned records, broken attribution) Investigate and resolve “missing data” issues before escalation Maintain UTM structure and generate new UTMs as needed Support GDPR compliance, including data access and deletion requests Reporting & Executive Support Prepare and maintain weekly marketing and GTM reporting and self-service dashboards Proactively communicate analysis and insights of key data findings to marketing leadership Build and maintain SDR dashboards for: Weekly pipeline reporting Quota attainment by individual SDR Prepare inputs for quarterly board reporting related to marketing and pipeline Validate data accuracy and consistency across systems before reports reach leadership Support ad hoc leadership reporting with first-pass analysis and investigation Research, Enablement & Documentation Create and maintain SOPs and how-to documentation for Marketing Ops processes Communicate system changes and train marketing users on new workflows Conduct research and execute lead list pulls using Clay, Salesforce, and sales engagement tools What Success Looks Like Marketing has the dashboards and analytics they need to make better data-driven decisions Marketing Ops requests are handled quickly with minimal escalation Campaigns and events are consistently tagged and report accurately Manual processes are automated as much as possible to help the team scale Data quality issues are caught proactively SDR and marketing lead flow processes run with reduced manual effort Reports go out on time to support senior leadership Requirements Required 2–4 years of experience in Marketing Operations, Sales Operations, GTM Engineering, or a related ops role Strong hands-on experience with Salesforce and Clay Experience supporting campaigns, events, and GTM workflows High attention to detail and comfort working across multiple systems Ability to operate independently in a fast-paced environment Nice to Have Experience with HubSpot and Hockeystack Familiarity with enrichment and data tools (ZoomInfo, Cognism, etc.) Experience supporting B2B SaaS or security companies Exposure to SDR or sales tech stacks
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