For more than 30 years, Baxter Planning has helped the world’s most innovative enterprises transform their Service Supply Chain operations. We are planning enthusiasts, problem solvers, and customer fanatics who believe there is always a better way.
As Baxter Planning enters its next stage of growth, we are seeking a Marketing Operations Manager to strengthen and scale the operational foundation of a modern, data-driven marketing organization. This is a strategic, yet highly hands-on individual contributor role for someone who thrives in fast-paced environments and is energized by bringing structure, process, and operational excellence to growing programs and initiatives.
This role will establish and optimize the systems, workflows, reporting, and campaign operations that improve marketing performance, lead management, funnel visibility, and cross-functional alignment across the revenue organization. Success in this role will be measured by improvements in campaign performance, lead quality, conversion rates, funnel visibility, marketing attribution, and overall pipeline contribution.
The ideal candidate is a self-motivated operator who is equally comfortable developing operational strategy and executing the day-to-day work required to scale efficiently. They will optimize marketing automation and CRM systems, improve data quality and reporting accuracy, streamline campaign operations, and implement scalable best practices that support demand generation and revenue growth. They are creative, AI-forward, and passionate about leveraging automation, analytics, and emerging technologies to drive smarter decision-making and operational efficiency. They understand what “good” looks like in a high-performing B2B SaaS marketing organization and bring the experience, curiosity, and business acumen to help Baxter Planning mature its marketing operations capabilities with speed and precision.
Working at the intersection of marketing, sales, and revenue operations, this individual will play a critical role in ensuring clean data, actionable insights, and highly automated, AI-powered processes across the funnel. They will help create operational alignment across go-to-market teams while improving campaign execution, lead management, reporting accuracy, and marketing performance visibility. This role requires exceptional professionalism, analytical rigor, attention to detail, adaptability, and strong communication skills.
Why Join Baxter Planning?
At Baxter Planning, our values of Passion, Courage, Creative Discontent, Intellectual Curiosity, and Partnership guide how we work and how we win together. This role offers the opportunity to shape and scale Marketing Operations in a high-impact environment where performance matters and insights drive strategic decisions.
Purpose, Scope and Responsibilities:
Marketing Systems & Technology
- Own and optimize the marketing technology ecosystem, including platforms such as HubSpot, Salesforce, 6sense, Outreach, Trellus, ZoomInfo, LinkedIn Sales Navigator, and Folloze, ensuring systems are integrated, and free of redundancy or conflicting data.
- Architect and maintain seamless integrations and data flows across marketing, sales, and revenue systems to improve operational efficiency and reporting accuracy.
- Build and manage AI-assisted automation workflows, including data enrichment, contact routing, segmentation, and campaign orchestration.
- Identify, evaluate, and implement new technologies, AI capabilities, and workflow improvements that enhance personalization, targeting, campaign execution, and scalability.
- Collaborate with digital, revenue, and partner marketing teams to build, QA, launch, and optimize multi-channel, data-driven campaigns across email, paid media, webinars, ABM programs, and events.
- Take a hands-on role in end-to-end campaign execution, including webinar setup, campaign configuration, asset coordination, list management, and post-event follow-up readiness.
- Own and optimize account/contact scoring, routing, lifecycle stages, nurture programs, and marketing automation workflows using behavioral, firmographic, intent, and predictive insights.
- Manage email campaign execution, including setup, QA, deployment, troubleshooting, and ongoing optimization to improve engagement, lead progression, and campaign effectiveness.
- Manage end-to-end event list operations, including enrichment, missing field completion, list uploads, Salesforce campaign association, campaign member status updates, and follow-up readiness.
- Standardize workflows, naming conventions, campaign structures, and operational processes to improve consistency, scalability, and reporting accuracy.
- Support account-based marketing (ABM) initiatives through audience segmentation, targeting, and operational execution.
- Optimize handoff processes between marketing, business development, partners, and sales to improve conversion rates and operational efficiency.
- Ensure accurate end-to-end tracking, attribution, and funnel visibility across all marketing programs and campaigns.
- Document and continuously improve marketing operations processes to drive execution speed, scalability, and operational excellence.
- Drive the design, deployment, governance, and optimization of AI-powered and agentic BDR workflows.
- Partner with BDR leadership to refine human and AI-assisted coverage models, prospecting workflows, and engagement strategies.
- Monitor performance, data integrity, and pipeline impact of AI-assisted outbound and prospecting motions.
- Develop and maintain Salesforce dashboards, reports, fields, views, queues, and operational workflows that support pipeline visibility, campaign and event performance, attribution, funnel progression, conversion metrics, and marketing ROI.
- Analyze funnel performance from target account engagement through closed-won opportunities to identify trends, bottlenecks, and optimization opportunities.
- Partner with Revenue Operations to maintain data hygiene, governance, and lifecycle management best practices across systems, including deduplication, record survivorship, enrichment precedence, and routing logic.
- Build and evolve AI-driven analytics capabilities, including custom GPTs and AI models that analyze large datasets, identify conversion drivers, surface actionable insights, and support executive reporting and functional business reviews.
- Translate complex data into clear, actionable recommendations for marketing, business development, and partner teams.
Required
- 5+ years of experience in Revenue Operations, Sales Operation or a related analytical role.
- Experience building or scaling a Revenue Operations function from the ground up in a scaling SaaS environment.
- Deep expertise in Salesforce reporting, dashboards, and data architecture.
- Advanced analytical skills with the ability to interpret complex datasets and communicate insights clearly.
- High proficiency in Microsoft PowerPoint and executive presentation development.
- Strong understanding of SaaS metrics, pipeline management, and revenue forecasting.
- Exceptional attention to detail and commitment to data accuracy.
- Professional presence and ability to communicate effectively with senior leadership and board-level stakeholders.
Preferred
- Experience working in a Private Equity-backed company.
- Experience supporting board reporting processes.
- Familiarity with revenue tech stack integrations and automation tools.
- Experience in B2B SaaS or enterprise software environments.
- Data-driven and analytical mindset.
- Continuous improvement orientation—always looking for a better way.
- High ownership and accountability.
- Strong cross-functional collaborator.
- Structured thinker who can translate data into business strategy.
- Comfortable operating in a high-growth, performance-focused environment.
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