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About the Role
Relay is a digital banking platform designed to empower self-made business owners with financial clarity, confidence, and control. We are seeking a Marketing Operations Manager to scale our top-of-funnel operations through measurement, performance evaluation, and automation to acquire new SMB clients and partners. This role will own the implementation and optimization of our marketing technology, centered around HubSpot, to provide visibility and drive business insights.
Responsibilities
- Set the direction for marketing operations and Top of Funnel.
- Scope and manage marketing operations initiatives aligned to team and business goals.
- Enable and optimize Top of Funnel growth across Direct SMB and Accountant & Bookkeeper channels.
- Prioritize initiatives based on customer impact, efficiency, and business value.
- Flag risks early and adjust initiatives that are not performing.
- Build and run the systems and automation behind the funnel.
- Administer and optimize HubSpot (workflows, lead lifecycle, scoring, reporting).
- Manage the marketing tech stack.
- Build and run AI agents and automations for Top of Funnel support, including lead routing, enrichment, and follow-up.
- Own system enhancements and process rollouts from end to end.
- Remove blockers and support adoption of new processes.
- Build marketing attribution models that capture the buyer’s multi-touch journey.
- Define core KPIs and build dashboards and reports.
- Create the infrastructure and utilize campaigns to track event success.
- Diagnose friction between marketing and sales and fix root causes.
- Analyze trends and provide clear, specific recommendations.
- Build trusted partnerships with marketing, sales, and leadership.
- Present recommendations clearly to technical and non-technical audiences.
- Create alignment in ambiguous or fast-moving situations.
- Document processes for reusability and cross-training.
Requirements
- 4+ years of experience in an operations role in a data-driven environment, on a fast-growing team or in a technical environment.
- Hands-on HubSpot experience as a marketing automation tool, including workflows, reporting, and CRM/marketing hub administration.
- Proficient with CRM platforms and integrations (Salesforce, Iterable).
- Proficient with sales productivity tools (Outreach, Gong).
- Proficient with enrichment providers (Clay, ZoomInfo).
- Experience and familiarity with AI tools.
- Track record of building agents and automations that solve real operational problems.
- Comfortable being in the weeds with enthusiasm for detail.
- Ability to see the broader picture.
- Adept with complex data inputs.
- Ability to find common themes and clear outcomes.
- Ability to translate business objectives into actionable quarterly strategies.
- Strong communicator who thrives in cross-functional environments.
- Ability to translate complexity into clarity.
- Experience building RevOps infrastructure from the ground up or scaling operations in a high-growth environment (Bonus).
- Experience supporting a PLG and sales-assisted hybrid GTM motion (Bonus).
- Background in fintech or SMB-focused SaaS environments (Bonus).
- Experience working with SMBs in North America (Bonus).
- Successful background check and employment verification.
Skills
- HubSpot
- Marketing Automation
- Workflows
- Reporting
- CRM Administration
- CRM Platforms
- Integrations
- Salesforce
- Iterable
- Sales Productivity Tools
- Outreach
- Gong
- Enrichment Providers
- Clay
- ZoomInfo
- AI Tools
- AI Agents
- Automation
- Marketing Attribution
- KPI Definition
- Dashboarding
- Data Analysis
- Process Documentation
Location
- Remote
Work Type
- Full-time
Experience Level
- 4+ years
Salary/Compensations
- $112,500 CAD to $137,500 CAD
About the Company
- Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money—bringing clarity, confidence, and control to every dollar earned, so they can turn hard work into lasting success.
- We do this by replacing financial guesswork with real visibility, transforming cash flow from a constant source of stress into a clear signal owners can use to run stronger, more resilient businesses.
- We’re looking for people who are relentless, curious, and care deeply about the work.
- We welcome diverse backgrounds and people who think critically, challenge the status quo, and want to help small businesses thrive.
Equal Opportunity
- If you require accommodations at any stage of the hiring process, please reach out to your Talent Partner.