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About the Role

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. Our team-defined values guide how we show up for each other, for our partners, and for our customers: We succeed together. We embrace progress. We care big. We create space. We are seeking a highly organized and strategic Marketing Operations Manager to drive operational excellence across the marketing organization. This role will be responsible for managing marketing initiatives, optimizing processes, improving cross-functional collaboration, and ensuring campaigns and initiatives are executed efficiently and on schedule. The ideal candidate combines project management expertise, operational rigor, and strong communication skills with a deep understanding of marketing workflows within a fast-paced SaaS or software environment.

Responsibilities

Manage and oversee the end-to-end execution of marketing programs, campaigns, launches, and strategic initiatives
Build and maintain project plans, timelines, workflows, dependencies, and stakeholder communications
Drive alignment across Marketing, Sales, Product, Customer Success, and Operations teams
Establish scalable processes to improve efficiency, visibility, and execution across the marketing organization
Lead recurring team & planning meetings, campaign reviews, and status reporting
Coordinate campaign execution across digital, content, product marketing, demand generation, events, and partner marketing teams
Monitor deliverables, deadlines, and resource allocation to ensure projects stay on track
Identify operational bottlenecks and proactively implement process improvements or suggest net-new process where ones don’t currently exist.
Ensure marketing initiatives are delivered on time, within scope, and aligned to business goals
Track and report on campaign performance, project health, and operational KPIs
Develop dashboards and reporting frameworks to provide visibility into marketing activities and results
Partner with RevOps and Sales Operations to ensure accurate lead management and reporting processes
Analyze operational performance and recommend improvements based on data insights
Own and optimize marketing tools, workflows, and integrations including CRM and marketing automation platforms
Support implementation and adoption of new technologies and operational best practices
Maintain documentation for processes, templates, campaign workflows, and governance standards
Serve as the operational hub for the marketing organization
Facilitate communication between internal stakeholders, leadership teams, and external vendors or agencies
Support executive-level reporting and strategic planning initiatives
Drive accountability across teams and ensure priorities remain aligned with company objectives

Requirements

Bachelor’s degree
5-8 years of experience in Marketing Operations, Program Management, Project Management, or related roles within a SaaS or software company
Strong understanding of marketing campaign execution and operational workflows
Experience managing multiple complex projects simultaneously in a fast-paced environment
Proficiency with project management tools such as Asana, Jira, Monday.com, ClickUp, or similar platforms
Experience with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot
Strong analytical, organizational, and problem-solving skills
Excellent communication and stakeholder management abilities
Ability to influence cross-functional teams and drive execution without direct authority
Experience in B2B SaaS or technology environments
PMP, Agile, Scrum, or related project management certifications
Familiarity with demand generation, lifecycle marketing, and revenue operations

Skills

Project management
Operational rigor
Communication skills
Marketing workflows
SaaS or software environment
Project management tools (Asana, Jira, Monday.com, ClickUp, or similar)
CRM platforms (Salesforce, HubSpot, Marketo, or Pardot)
Marketing automation platforms (Salesforce, HubSpot, Marketo, or Pardot)
Analytical skills
Organizational skills
Problem-solving skills
Stakeholder management
Demand generation
Lifecycle marketing
Revenue operations

Location

Nationwide Remote
Remote, CA 92121

Work Type

Remote
Full-time

Experience Level

5-8 years

Education Level

Bachelor's degree

Salary/Compensations

$150,000.00 - $160,000.00
$140,000 - $150,000

Benefits

Flexible PTO
Medical
Dental
Paid Sick Days
Vision
Supplemental Coverage
Flexible Spending Account
Health Savings Account
401(k) match

About the Company

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.
CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.
Our team-defined values guide how we show up for each other, for our partners, and for our customers: We succeed together. We embrace progress. We care big. We create space.

Equal Opportunity

CARET is an Equal Opportunity, Affirmative Action Employer.