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Marketing Operations Specialist, Intake

MarketingHQ · Dallas, TX, USA ·

Job type:
Full Time

Marketing Operations Specialist, Intake
Lantern is looking for a Marketing Operations Specialist, Intake to join our Member Activation team. This role sits at the operational center of Lantern’s two core member activation programs, serving as the primary intake point for all campaign and client activation requests. For the awareness program, the Marketing Operations Specialist owns end‑to‑end intake for all campaign assets and custom member‑facing materials—coordinating approvals, packaging artwork, and ensuring every request is fully documented and complete before handoff to the Fulfillment Manager. For the targeted marketing program, this role owns a parallel workflow focused on client readiness: coordinating and documenting approvals, tracking data review completion, and ensuring each client meets all readiness criteria before handing off to the Fulfillment Manager for activation. With deep cross‑functional touchpoints across Member Marketing, Client Success, Strategy, Brand, Data, and external partners, this role requires exceptional organizational skills, strong follow‑through, and a proactive approach to managing high volumes of concurrent work.

Location: Hybrid – 3× in office per week minimum. Dallas, Texas; New York, NY; or other Lantern hub office locations

Awareness Program & Intake Request Management
Own and manage the intake queue end‑to‑end; triage all incoming requests and route to the correct owner
Review all intake submissions for completeness and accuracy; follow up with requestors to resolve missing information before routing
Ensure all client requirements and approvals are in place before handoff to fulfillment for both standard and custom client campaigns
Chase and track all pending campaign approvals; proactively follow up with internal stakeholders and Client Success to keep approvals from stalling
Maintain and continuously improve intake forms, request templates, and intake workflow documentation to ensure consistency and reduce back‑and‑forth

Targeted Program Intake & Readiness Management
Manage day‑to‑day maintenance of the tracking board from client authorization through ready‑to‑activate status
Document client approval; own long‑term management of the approval flow through Salesforce
Ensure all intake requirements and approvals are in place before hand‑off to fulfillment for client activation
Contribute updates to weekly status meetings; flag pending or blocked requests and upcoming volume

Process Improvement & Reporting
Provide intake workflow input to continually improve process design and SOP documentation efforts
Track intake volume and turnaround metrics; surface trends, backlogs, and capacity flags to the Program Manager
Support the broader Marketing Operations team in building scalable, repeatable processes as volume grows

Requirements
Bachelor’s degree in Marketing, Business, Communications, or a related field, or equivalent practical experience · 2–3 years of experience in marketing operations, project coordination, or a related field
Experience managing a high‑volume intake, approval tracking, or request management workflow
Proficiency with project management or work management tools (Monday.com or similar)
Strong written communication skills; comfortable following up with stakeholders at all levels and routing requests with clear, complete context
High attention to detail with the ability to manage multiple concurrent requests without losing accuracy or timeliness
Familiarity with CRM or marketing automation platforms (Salesforce or SFMC) is a plus
Experience working within a cross‑functional marketing team in a healthcare, benefits, or B2B environment is a plus

Strong Candidates will
Bring an exceptional level of organization and a systematic approach to managing high volumes of parallel requests and approvals simultaneously
Communicate proactively and own follow‑through
Enforce intake standards with confidence, ask the right clarifying questions before routing work, and hold a high bar for accuracy
Identify opportunities to reduce cycle time, eliminate bottlenecks, and continuously improve
Thrive in connector roles, building trust across cross‑functional teams while keeping the pipeline moving

Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Short & Long Term Disability
Life Insurance
401k with company match
Paid Time Off
Paid Parental Leave

Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

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