Marketing Operations Manager - US Remote

What is PerfectServe?

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:

• In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
• PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.

At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!

The Manager of Marketing Operations is responsible for the operational foundation enabling Marketing to execute, measure, and scale effectively. Reporting to the Revenue Operations leader, this role 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. This role 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 the right context.

This is a hands-on role for someone who can move comfortably between systems, data, process, and business partnership. The right person will understand that great Marketing Operations is not simply about administering marketing technology or reporting campaign results. It is about building the operating infrastructure that allows Marketing to understand what is working, invest intelligently, and create measurable impact on pipeline and revenue.

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 lifecycle stages, qualification criteria, scoring models, and routing logic in partnership with Revenue Operations, Marketing, and Sales, then implement and maintain them
• Manage lead and account routing to ensure high-quality opportunities reach the appropriate BDR or seller quickly and accurately.
• Monitor MQL-to-Sales acceptance, meeting conversion, opportunity creation, and other key funnel transitions to identify leakage and areas for improvement.
• Maintain and monitor SLAs between Marketing, BDRs, and Sales, surfacing breakdowns and partnering with leaders to resolve them.
• Ensure funnel definitions and system logic remain consistent across Marketing and Sales platforms.
• Assess the cross-functional impact of marketing operations initiatives, ensuring alignment across systems, processes, and teams.

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 that create consistent and reliable reporting.
• Identify opportunities to automate repetitive processes and improve campaign execution speed and accuracy.

Marketing analytics and funnel performance

• Collaborate with data analysts to create dashboards and reporting that provide visibility into funnel performance, campaign contribution, pipeline generation, conversion, velocity, and marketing effectiveness.
• Analyze performance across channels, campaigns, segments, products, personas, and stages of the buyer journey.
• Identify funnel leakage, conversion trends, engagement patterns, and opportunities to improve Marketing's contribution to pipeline and revenue.
• Move beyond reporting activity and volume to helping Marketing leadership understand what is driving business outcomes and where performance is changing.
• Partner with Sales Operations to provide a connected view of the funnel from initial engagement through opportunity creation and revenue.

Attribution and measurement

• Design and own the attribution framework: select models, define sourced vs. influenced logic, and recommend changes as the funnel and buying journey evolve
• Ensure campaigns, contacts, accounts, and opportunities are structured appropriately to support reliable attribution and influence reporting.
• Maintain data and process integrity across the systems used to measure marketing contribution.
• Provide Marketing leadership with visibility into sourced and influenced pipeline, conversion, and campaign performance.
• Help distinguish between activity metrics and the measures that indicate meaningful progression toward pipeline and revenue.

Marketing technology and data

• Manage the day-to-day effectiveness and administration of marketing-specific technology within the broader GTM technology ecosystem.
• Partner with Revenue Operations on technology evaluation, implementation, integration, consolidation, and governance.
• Maintain integrations and data flows between marketing automation platforms, Salesforce, intent and account intelligence platforms, and other marketing systems.
• Own the strategy for data quality, enrichment, duplication, consent, and other issues affecting the usability and reliability of marketing data.
• Identify opportunities to use automation and AI to improve segmentation, routing, data enrichment, campaign execution, and insight generation.
• Continually evaluate whether technology is creating meaningful leverage or unnecessary complexity.

Account-based and intent operations

• Operationalize account segmentation, targeting, intent signals, and account-based programs in partnership with Marketing and Sales.
• Ensure intent and engagement signals are surfaced to the appropriate Sales and BDR teams in a usable and actionable way.
• Support workflows that connect target-account activity across Marketing and Sales.
• Measure engagement and progression within priority accounts and help identify signals that warrant Sales action.
• Partner with Sales Operations to ensure account ownership, routing, and marketing activity are aligned.

Planning and marketing performance

• Support annual and quarterly Marketing planning with funnel analysis, historical conversion data, pipeline requirements, and scenario modeling.
• Partner with Revenue Operations and Marketing leadership to translate revenue goals into measurable funnel requirements.
• Track performance against Marketing pipeline and funnel objectives throughout the year.
• Support Marketing leadership in understanding where investment is producing results and where assumptions may need to change.

Cross-functional partnership

• Serve as a trusted operational partner to Marketing leadership and the broader Marketing organization.
• Partner closely with Sales Operations to ensure clean handoffs, shared definitions, reliable data, and visibility across the entire Marketing-to-Sales funnel.
• Work with Field Enablement to ensure sellers and BDRs understand how to interpret and act on marketing-generated signals, intent, campaigns, and programs.
• Surface operational issues quickly and coordinate resolution across Marketing, Sales, BDR, Revenue Operations, Finance, Field Enablement, and other teams as needed.
• Create repeatable processes that allow marketers to spend more time building effective programs and less time navigating systems, reconciling data, or troubleshooting operational issues.

Qualifications

• 5+ years of experience in Marketing Operations, Revenue Operations, Demand Operations, or a related B2B SaaS operations role.
• Experience supporting complex B2B marketing and sales organizations with enterprise and/or multi-product go-to-market motions.
• Strong experience with marketing automation platforms such as Marketing Cloud Account Engagement/Pardot, Salesforce CRM, including lifecycle management, lead and account routing, campaign architecture, and data integration.
• Demonstrated experience with funnel analytics, lead scoring, attribution, campaign measurement, and marketing performance reporting.
• Experience with intent data, account-based marketing (ABM) platforms such as 6sense and Vector, enrichment tools such as Clay and ZoomInfo, and other GTM technologies.
• Strong analytical capabilities, including experience with BI/reporting tools and the ability to translate complex data into actionable insights.
• Strong understanding of B2B SaaS funnel metrics, including MQL conversion, Sales acceptance, opportunity creation, pipeline contribution, velocity, and attribution.
• Ability to work across Marketing and Sales and translate the needs of both functions into scalable processes.
• Strong business judgment, attention to detail, and ability to balance recurring operational responsibilities with larger improvement initiatives.
• Bias toward simplification, automation, scalability, and high-quality data.

Why Join PerfectServe?

At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.We offer a salary range of $100,000-120,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team.The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.

Benefits:

• Remote first work environment
• Health, Dental, Vision, Life and Disability Insurance options available day one.
• 17 company holidays, 2 floating holidays plus competitive paid time off policy
• Internal Advancement Opportunities

PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.