CFRA Research
Marketing Operations Manager
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Description
This posting is live in multiple regions as we're open to hiring this role from the US, UK, or India. There is one position available. Candidates across all locations will be considered together.
About The Role
CFRA Research, an independent equity and fund research firm, is looking for a Marketing Operations Manager to own the systems and processes behind our marketing and sales engagement. This role sits at the center of our HubSpot instance, our Salesforce integration, and our web and social presence — turning campaign ideas into clean execution and clean data into usable insight.
What You'll Do
- Serve as primary HubSpot administrator: manage the portal, build and maintain workflows, automations, lead scoring, and campaign assets (landing pages, forms, emails, lists)
- Build and launch marketing campaigns end-to-end — from workflow logic to asset creation to post-launch reporting
- Own marketing analytics and reporting: campaign performance, engagement scoring, pipeline attribution, and ad hoc reporting for leadership
- Maintain data hygiene and process alignment between HubSpot and Salesforce, working closely with sales operations to ensure clean handoffs and accurate attribution
- Manage website updates and content publishing in WordPress, coordinating with marketing on landing pages, campaign microsites, and ongoing site maintenance
- Edit and produce video content (webinar clips, analyst commentary, promotional content) for use across web, email, and social channels
- Upload, format, and manage video content on YouTube, including titles, descriptions, thumbnails, and playlist organization
- Troubleshoot and optimize marketing tech stack performance, flagging and resolving integration or data issues
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What You Bring
- 3-5 years of experience in marketing operations, with deep hands-on HubSpot administration — asset building, workflow/automation design, and reporting
- Working knowledge of Salesforce, including experience with CRM data structure and marketing/sales alignment
- Experience managing a website in WordPress or a comparable CMS
- Familiarity with financial services — comfortable with industry terminology, compliance-conscious content practices, and B2B audiences in asset management, wealth management, or related sectors
- Strong analytical instincts; comfortable pulling and interpreting campaign and engagement data
- Detail-oriented and process-driven, with the ability to manage multiple concurrent workstreams
Nice to Have
- Background at a research firm, asset manager, or financial data/analytics company
- Familiarity with paid digital advertising (LinkedIn Campaign Manager, Google Ads, or similar), including campaign setup, budget management, and performance tracking
- Comfort with basic video editing tools (e.g., Premiere Pro, CapCut, Descript) and experience managing a YouTube channel or content library
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Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
About CFRA Research
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.
Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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