Marketing Operations Manager - PerfectServe

About PerfectServe

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. Founded in 1997, PerfectServe supports 400+ employees, 30,000+ customers—spanning medical practices, hospitals, and health systems—and generates over $100 million in annual revenue.

Our mission is to accelerate speed to care by optimizing provider schedules and routing communications (messages, pages, calls, and alerts) to the right place at the right time in any care setting.

Role Overview

Reporting to the Revenue Operations leader, the Manager of Marketing Operations serves as a key operational partner to Marketing leadership, translating go-to-market strategy into the processes, systems, data, and insights that connect marketing activity to pipeline and revenue.

This role owns the day-to-day mechanics of marketing operations, including lead lifecycle management and routing, marketing automation, campaign operations, attribution execution, funnel analytics, marketing data quality, and the marketing technology stack. You will work closely with Marketing and Sales Operations to create clear visibility across the buyer journey and ensure leads and accounts move between Marketing and Sales with speed, consistency, and context.

Key Responsibilities

Funnel and Lead Lifecycle Operations

• Own the operational execution of the lead and account lifecycle from initial engagement through handoff to Sales.
• Design, implement, and maintain lifecycle stages, qualification criteria, scoring models, and routing logic.
• Manage lead and account routing to ensure high-quality opportunities reach the appropriate BDR or seller quickly.
• Monitor funnel transitions (MQL-to-Sales acceptance, meeting conversion, opportunity creation) to identify leakage.
• Maintain and monitor SLAs between Marketing, BDRs, and Sales, surfacing breakdowns and coordinating resolutions.

Marketing Automation and Campaign Operations

• Own the operational infrastructure required to execute scalable, measurable marketing campaigns.
• Manage marketing automation workflows, segmentation, campaign structure, audience logic, and operational QA.
• Partner with Marketing teams to ensure campaigns are properly configured, tracked, and measurable.
• Establish campaign governance and naming conventions for reliable reporting.

Marketing Analytics and Funnel Performance

• Collaborate with data analysts to build dashboards providing visibility into funnel performance, campaign contribution, pipeline generation, conversion, and velocity.
• Analyze performance across channels, campaigns, segments, products, personas, and stages of the buyer journey.
• Distinguish between activity volume and performance metrics driving meaningful pipeline and revenue outcomes.

Attribution and Measurement

• Design and own the attribution framework: select models, define sourced vs. influenced logic, and evolve definitions over time.
• Structure campaigns, contacts, accounts, and opportunities appropriately to support attribution reporting.
• Maintain data and process integrity across measurement systems.

Marketing Technology and Data

• Administer marketing-specific technologies within the broader GTM technology ecosystem.
• Maintain integrations and data flows between marketing automation platforms, Salesforce, intent platforms, and enrichment tools.
• Own data quality strategies covering enrichment, deduplication, consent, and governance.
• Identify opportunities to use automation and AI to improve segmentation, routing, and insight generation.

Account-Based and Intent Operations

• Operationalize account segmentation, targeting, intent signals, and account-based programs alongside Marketing and Sales.
• Surface intent and engagement signals to Sales and BDR teams in an actionable manner.
• Measure engagement and progression within priority target accounts.

Planning and Cross-Functional Partnership

• Support annual and quarterly Marketing planning with funnel analysis, historical conversion data, and pipeline modeling.
• Serve as an operational partner to Marketing leadership, Sales Operations, and Field Enablement.
• Enable sellers and BDRs on how to interpret and act on marketing-generated signals and intent data.

Qualifications

• Experience: 5+ years of experience in Marketing Operations, Revenue Operations, Demand Operations, or a related B2B SaaS operations role.
• GTM Motion: Experience supporting complex B2B marketing and sales organizations with enterprise or multi-product go-to-market strategies.
• Marketing Automation & CRM: Strong hands-on experience with marketing automation platforms (e.g., Marketing Cloud Account Engagement / Pardot) and Salesforce CRM.
• Analytics & Measurement: Proven track record with funnel analytics, lead scoring, attribution models, campaign measurement, and BI/reporting tools.
• Tech Stack Familiarity: Experience with intent/ABM tools (e.g., 6sense, Vector) and enrichment tools (e.g., Clay, ZoomInfo).
• Funnel Knowledge: Strong understanding of B2B SaaS funnel metrics (MQL conversion, Sales acceptance, opportunity creation, pipeline velocity).
• Cross-functional Skills: Ability to bridge Marketing and Sales needs into scalable technical processes.

Compensation & Benefits

• Base Salary: $100,000 – $120,000 USD per year
• Work Environment: Remote-first culture
• Health Coverage: Health, Dental, Vision, Life, and Disability Insurance starting day one
• Retirement: 401(k) with company match and immediate vesting
• Paid Time Off: 17 company holidays, 2 floating holidays, and competitive PTO policy
• Career Growth: Internal advancement opportunities