Senior Manager Marketing Operations & Performance

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As the Senior Manager of Marketing Operations & Performance at Caseware, you’ll lead and manage our global Marketing Technology stack to ensure the tools and technology used by the global Marketing team drive efficiency and continuously improve marketing processes such as, but not limited to, database health and management, lead processing, marketing automated programs, campaign execution and efficiency, project management and all aspects of marketing reporting including ongoing monitoring of KPI performance.

Your goal will be achieving and maintaining a smooth operation of our Marketing database to maintain data integrity; successfully building and managing marketing’s global reporting system; implementing new technology and systems with proper training and documentation; managing/monitoring existing systems to eliminate errors, risks and systems failures.

Your success will ensure the right tools and technology are in place, properly integrated, and used appropriately to improve marketing effectiveness and enable modern marketing at scale. We do this by activating, integrating and optimizing technology, best practices, and workflows. 

The ideal candidate is a self-starter with the ability to balance multiple priorities and collaborate with global teams to drive operational excellence. 

❗Please note, that this role is hybrid. The successful candidate will be working from the office 3 days a week. The head office is located at 351 King St E., Toronto, Ontario.

In this role, you will be reporting to:

Natasha Persad - Director of Growth Marketing

Contact:

Chengeer Lee - Principal Talent Acquisition Partner & Coach

What you'll be doing:

• Database Management and Optimization: Build and maintain a robust database enrichment program for HubSpot, ensuring data cleanliness, segmentation, and optimization. Serve as the global HubSpot administrator, managing workflows, lead imports, and marketing data processes to enhance operational efficiency. Analyze customer and prospect data, integrating insights from product usage and organizational metrics.
• Reporting and Analytics: Develop and manage comprehensive reporting on database health, campaign KPIs, and marketing revenue targets. Standardize reporting processes with dashboards and templates for global teams, delivering regular updates on performance metrics across monthly, quarterly, and annual cycles.
• Marketing Technology Management: Oversee the global marketing tech stack, managing tool evaluation, implementation, and integration. Document processes, create training materials, and manage vendor relationships with technical partners. Ensure system performance, access, and adoption through process monitoring and optimization roadmaps.
• Workflows, Processes, and Optimization: Streamline lead management workflows and develop scoring methodologies for leads and accounts. Facilitate accurate HubSpot utilization, including workflows, integrations, templates, and data management. Optimize and execute email programs to support marketing, sales, and product initiatives.

What you'll bring:

• A bachelor’s degree in a business, marketing or data science program is an asset
• 7+ years of experience in Marketing Operations/automation/performance reporting or related field 
• Experience in leading technology implementation projects with large teams 
• A strategic mindset with the capability to scale processes, workflows and business needs while maintaining standardization and a clean thoughtful approach to supporting marketing 
• 5+ years of experience as a global administrator for Hubspot managing multiple instances, integrations and workflows. Certification in Hubspot is preferred 
• Documented experience working with Hubspot and Salesforce integrations 
• Experience working with 3rd party BI tools to consolidate data, and build reports and dashboards will be an asset 
• Experience in leading projects that entail prospect journey mapping, lead flow/scoring and nurture programs
• Deep analytical mindset and experience with the ability to integrate and analyze data across various data sources 

About Caseware

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well.

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