Marketing Operations Manager

MOVE Your Business is proud to represent Automate Loan Docs a loan document automation solution built to support private lenders in generating fast compliant and court-tested loan documentation. Developed by the legal experts behind Geraci LLP Automate Loan Docs streamlines the creation of customized loan packages across all 50 U.S. states. Their mission is to empower private lending professionals with efficient reliable and legally sound tools that simplify processes reduce risk and enable scalable growth.

On behalf of Automate we are seeking a detail-oriented and strategic Marketing Operations Manager to lead and optimize marketing processes technologies and performance analytics. This role is essential for ensuring smooth campaign execution driving data-informed decision-making and aligning all marketing efforts with business objectives to maximize efficiency and ROI. This is a remote position that allows you to work from anywhere while collaborating closely with the team.

Benefits:

• Competitive salary
• Strong support system
• Salary increase starting in your first year of employment (based on performance)
• Health benefit ($30/month)
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves
• Internet Allowance ($25/month)

Key Responsibilities

• Process Optimization
  • Streamline and improve marketing workflows supporting lead generation and client acquisition for private lenders and mortgage professionals
  • Implement best practices to enhance operational efficiency across marketing and sales enablement functions
  • Leverage Zapier to automate repetitive tasks and integrate marketing and CRM systems for seamless operations
• Technology Management
  • Oversee the implementation integration and maintenance of marketing systems and tools such as HubSpot Clio Zapier and other platforms supporting legal and lending workflows
  • Ensure accurate secure and efficient data flow between marketing CRM and documentation systems used in private lending operations
• Data Analysis & Reporting
  • Track key marketing performance metrics including lead generation conversion rates and campaign ROI
  • Analyze trends and produce actionable reports to support strategic decisions for growth in the private lending market
• Campaign Execution
  • Coordinate and support the execution of multi-channel marketing campaigns targeting private lenders brokers and real estate finance professionals
  • Ensure campaigns are properly aligned with business objectives and compliance considerations within the lending/legal space
• Cross-functional Collaboration
  • Work closely with sales operations and legal/documentation teams to ensure consistent messaging and alignment across all touchpoints
  • Support initiatives that connect marketing efforts with loan documentation workflows and client onboarding processes
• Budget Oversight
  • Assist in planning and monitoring the marketing budget ensuring efficient allocation of resources across campaigns and tools
• Team Leadership
  • Manage and mentor marketing team members fostering accountability efficiency and continuous improvement
  • Support the development of scalable marketing operations aligned with company growth in the private lending industry
• Ad Hoc Tasks
  • Take on special projects and operational tasks that support marketing initiatives system improvements and business growth objectives

Requirements

• Bachelors degree in Marketing Business Communications or a related field
• 3 years of experience in marketing operations marketing automation or marketing analytics
• Proven experience managing marketing and CRM systems such as HubSpot Clio and Zapier
• Strong technical aptitude with the ability to quickly learn and optimize new systems and workflows
• Proficiency in data analysis and reporting with a focus on marketing KPIs lead performance and ROI
• Excellent project management and process improvement skills
• Strong communication skills with experience collaborating across sales operations and technical teams
• Analytical and detail-oriented mindset with a strong focus on efficiency optimization and scalability
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork including submission of a valid tax identification number (e.g. Social Security Number Social Insurance Number or the countrys equivalent) is required before onboarding.

Working Hours:
Full Time (40 hours per week)
Monday through Friday 8 AM - 5 PM Pacific Time

Pay: $1200 $55 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful long-term opportunities for our team members. As a fast-growing player in the outsourcing space were committed to building partnerships that drive success and to fostering a supportive inclusive environment where our people can thrive and grow with us.