• Own and optimize Zapier’s marketing operations infrastructure, including campaign operations, lead management, attribution, automation, and reporting. • Partner with Demand Gen, Product Marketing, Sales, and RevOps to ensure seamless lead flow, accurate data capture, and efficient funnel management. • Build and maintain scalable processes and systems improving campaign execution, reporting accuracy, and operational efficiency. • Manage marketing automation and CRM workflows, including lead scoring, routing, lifecycle management, segmentation, and nurture programs. • Develop dashboards and reporting frameworks for funnel performance, campaign effectiveness, pipeline contribution, and ROI. • Identify operational bottlenecks and proactively recommend improvements increasing speed, scalability, and marketing impact. • Support experimentation and growth initiatives ensuring clean data, reliable attribution, and operational readiness. • Document processes, establish operational best practices, and create durable systems for scalable marketing organization. • Collaborate with external vendors and internal systems teams to evaluate, implement, and optimize marketing technology and tooling. • Drive alignment across Marketing, Sales, and RevOps through strong communication, operational rigor, and shared visibility into performance metrics.

• Collaborate with the team on ongoing SEO improvements • Perform basic website updates as needed • Research industry trends and recommend improvements to marketing strategies • Track marketing KPIs and maintain organized reporting • Manage internal programs such as Lunch and Learn sessions • Coordinate responses to low quality or policy violating reviews • Monitor and respond to reviews within established timeframes • Engage in online communities while maintaining a value driven content approach • Distribute press releases to increase brand visibility and search presence • Prepare, format, and send newsletters, including content curation and distribution • Support additional marketing projects and tasks as assigned • Assist with SEO initiatives including keyword research and optimization • Publish and manage website content in alignment with guidelines • Support podcast organization, scheduling, and publishing.

• Create and manage the marketing team’s AI plan, finding opportunities and turning them into a roadmap. • Design and build AI-powered solutions, such as automated workflows, prompt libraries, and automation systems. • Work with Data, Engineering, and Product teams to make sure AI solutions work well with our current tools (Iterable, Salesforce, Asana, etc.). • Help the Member Marketing team use AI to improve enrollment targeting, personalize outreach, and speed up testing cycles. • Apply AI to improve Enterprise Marketing campaigns, personalize client content, and help with market execution. • Help the Brand and Communications team create content and build tools to produce on-brand materials faster. • Build and lead an AI education program for the marketing team, including workshops and guides. • Define and track goals for AI projects (like productivity and efficiency gains) and share results with leaders. • Ensure the use of AI follows data privacy, HIPAA compliance, and ethical standards.

• Receive, validate, and upload contact rosters from counterparties and internal stakeholders • Run all incoming contacts through email validation tools (e.g. NeverBounce) prior to upload, ensuring invalid or incomplete records are flagged and excluded • Ensure all contacts meet data quality standards — required fields include company name, company NMLS#, and assigned sales contact • Maintain and apply the company's CRM tagging taxonomy across channel, segment, status, rate sheet, distribution list, and event categories • Conduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve them • Manage event tags in advance of conferences and industry events, and support post-event outreach segmentation • Coordinate contact reassignment when sales team members join or depart • Serve as a resource for the sales team — helping reps locate marketing materials, presentations, and resources within the company's content library • Pull targeted contact lists on request to support outreach, conference prep, and business development efforts • Support counterparty onboarding by coordinating the intake and processing of new contact lists • Maintain accuracy of distribution lists as contacts are added, updated, or removed • Monitor and enforce opt-out and unsubscribe compliance across platforms • Communicate contact upload confirmations and list updates to relevant stakeholders • Follow and maintain standard operating procedures for contact management and list uploads • Identify opportunities to improve or streamline existing workflows • Support the Marketing team on campaign execution tasks as needed