Head of marketing automation and operation

A growing wealth management firm is seeking a Marketing Operations Manager to lead the systems, reporting, data, and processes that support marketing performance and sales visibility. This direct hire role is ideal for a strategic, analytical marketing operations professional who enjoys making marketing measurable through Salesforce dashboards, KPI reporting, automation, and process improvement.

This is a highly visible opportunity for someone who wants to partner closely with marketing, sales, and executive leadership. The Marketing Operations Manager will help improve CRM accuracy, campaign performance, lead management, and executive reporting while working in a collaborative environment with supportive leadership and a strong focus on data‑driven decision‑making.

Own Salesforce marketing data, reporting, dashboards, and CRM process improvement initiatives.

Design and maintain executive-level dashboards tracking campaign performance, lead generation, conversion rates, pipeline activity, and ROI.

Partner with marketing and sales leadership to improve lead management, CRM reporting, data quality, and operational visibility.

Manage marketing automation workflows, segmentation, lead nurturing, campaign tracking, landing pages, forms, and attribution support.

Analyze marketing performance data and provide actionable recommendations to improve campaign effectiveness and scalability.

Identify opportunities to automate manual processes, improve CRM adoption, and strengthen marketing operations efficiency.

Schedule: Full-time.

Equal Opportunity Employer / Disabled / Protected Veterans. We are committed to working with and providing reasonable accommodations to individuals with disabilities. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance and the California Fair Chance Act.

For temporary assignments lasting 13 weeks or longer, AppleOne offers major medical, dental, vision, 401(k), and any statutory sick pay where required.

The pay transparency policy is available.