Role Description We are seeking a detail-oriented and analytical Marketing Operations Intern to support our marketing account management team. This internship provides hands-on experience with marketing data, reporting, and operational processes within a financial services environment. The role is focused on supporting day-to-day functional needs, including: - Data management - Reporting accuracy - Compliance support - Content organization Gain exposure to how marketing drives business outcomes. Qualifications - Pursuing a degree in Finance, Business, Marketing, or a related field - Strong attention to detail and organizational skills - Proficiency in Microsoft Excel and comfort working with data - Ability to manage multiple tasks and meet deadlines - Strong communication skills and willingness to learn - Interest in financial services and marketing operations is a plus Requirements - Support Marketing Reporting and Data Management - Maintain Data Quality and Organization - Assist with Marketing Operations and Workflow Tracking - Provide Quality Control and Compliance Support - Support Content and Asset Management - Assist with Process Documentation and Operational Efficiency - Develop Under Marketing Leadership - Build Foundational Business and Analytical Skills Benefits - A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Own the full HubSpot instance — workflows, contact lifecycle stages, lead scoring, list management, and integrations — with clear accountability for whether campaigns launch correctly and data flows cleanly • Audit the current state of HubSpot within your first 30 days, document what's broken or missing, and build the backlog that drives your first 90 days of work • Ensure consistent, reliable lead flow from form submission through HubSpot into Salesforce, with QA built into every campaign launch • Partner with the demand gen manager on campaign execution, the BDR team on sequencing and enrichment plays, and PMM on coordinated campaign launches • Build and own enrichment and signal playbooks using tools like Clay to accelerate BDR outreach and campaign personalization • Identify and close the top gaps in the martech stack, then propose and ship net-new automations the team isn't running yet • Document integrations and processes so the team has clear operational visibility into pipeline performance at all times

• Get your hands dirty and ship great campaigns • ○ Build, QA, and launch lifecycle campaigns across email, SMS, and push using platforms like Klaviyo, MailChimp, Omnisend, or similar, ensuring logic, triggers, and timing are continuously optimised • Own end-to-end delivery - from briefing and creative setup through to audience targeting, scheduling, and reporting • Maintain and optimise automated flows across onboarding, retention, win-back, and churn prevention journeys • Design and own CRM flows end-to-end; mapping customer journeys, defining logic and triggers, and ensuring every touchpoint feels intentional and on-brand • Bring a strong UX sensibility to lifecycle communications; thinking through the customer experience at each stage, not just the message • Produce visually compelling email and SMS creative using tools like Figma or Canva, from layout and hierarchy through to typography and imagery selection • Translate brand guidelines into CRM-native designs that are optimised for deliverability, accessibility, and mobile rendering • Build audience segments using behavioural, transactional, and demographic data to deliver relevant, timely communications • Support personalised messaging and dynamic content aligned to customer lifecycle stages • Continuously refine targeting strategies to improve engagement, conversion, and retention • Design and run A/B and multivariate tests across subject lines, content, design, offers, and journey logic • Identify underperforming flows and redesign them, from both a technical and visual standpoint, for stronger results • Maintain dashboards and reports covering key CRM metrics (opens, clicks, conversions, registrations, repeat purchases, abandoned carts and churn) • Surface actionable insights that improve lifecycle performance across all client programs • Weekly, monthly and quarterly reporting on the performance of client campaigns on a customer engagement and transactional level. • Collaborate with creative teams to brief, review, and elevate campaign assets — with a sharp eye for what drives clicks versus what just looks pretty • Recommend new tools, integrations, and automation opportunities that raise the bar for what CRM can do • Work closely with marketing and creative teams to ensure CRM aligns with broader campaign activity • Stay current on CRM trends, platform updates, design best practices, and compliance requirements • Share learnings across the team to build best practices and inform future planning • Take part in developing the office culture and establishing positive team dynamics

• Lead the people, processes, and technical architecture of our marketing stack • Oversee the technical execution of marketing campaigns and ad-hoc business requests • Drive the implementation of sophisticated, AI-enhanced automation strategies • Manage the marketing data in our database infrastructure (Databricks) • Own and continuously optimize the technical lead lifecycle • Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer • Ensure all tools and processes exceed Infosec policies and global communication standards • Drive the MarkOps roadmap using agile methodologies