We are looking for a Marketing Operations Specialist to join a growing team in San Ramon, California on a contract basis with the potential to become permanent. This position supports the day-to-day execution of marketing programs by bringing structure to projects, improving coordination across stakeholders, and ensuring campaigns and events stay on track. The role is ideal for someone who enjoys organizing complex workstreams, maintaining accurate data, and helping marketing efforts move from concept through delivery with consistency and accountability.
Responsibilities:
- Coordinate the full marketing workflow by organizing timelines, deliverables, ownership, and milestones across multiple initiatives.
- Maintain centralized visibility into active marketing projects so teams can easily track priorities, progress, dependencies, and upcoming actions.
- Partner with marketing leadership to turn business goals and campaign ideas into practical execution plans with clear follow-up and accountability.
- Oversee operational planning for meetings, webinars, recruiting activities, client events, and other marketing programs, including logistics, vendor communication, attendee coordination, and materials preparation.
- Work closely with creative and content partners to support invitations, branded assets, presentation materials, and event-related communications.
- Prepare and maintain recurring reports and dashboards that measure campaign results, event participation, lead activity, and areas for future optimization.
- Manage marketing tools, databases, lists, and tracking systems to help ensure accurate segmentation, clean records, and reliable campaign data.
- Develop and refine repeatable processes for intake requests, campaign coordination, event execution, and reporting while identifying opportunities to streamline workflows.
- Serve as a key point of contact for advisor and internal marketing requests by communicating timelines, status updates, competing priorities, and next steps clearly.
- 2+ years of experience in marketing operations, marketing coordination, project management, event operations, sales operations, or a related function.
- Demonstrated ability to manage several projects at once while maintaining strong attention to detail and meeting deadlines.
- Experience supporting marketing campaigns, email initiatives, event execution, or direct marketing activities in a fast-paced environment.
- Strong communication skills with the ability to work effectively across internal teams, business stakeholders, vendors, and external partners.
- Proficiency with spreadsheets, reporting tools, databases, and marketing platforms used for campaign tracking and operational support.
- Ability to build structure, improve processes, and identify workflow gaps before they affect delivery.
- Familiarity with social media support and marketing activity tracking is preferred.
- Experience in financial services is helpful but not required.