Manager, Marketing Operations & Performance

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

As the Manager, Marketing Operations & Performance at Caseware, you’ll lead and manage our global Marketing Technology stack to ensure the tools and technology used by the global Marketing team drives efficiency and continuously improves marketing processes such as, but not limited to, database health and management, lead processing, marketing automated programs, campaign execution and efficiency, project management and all aspects of marketing reporting including ongoing monitoring of KPI performance.

Your goal will be achieving and maintaining a smooth operation of our Marketing database to maintain data integrity; to successfully build and manage marketing’s global reporting system; the implementation of new technology and systems with proper training and documentation and; manage/monitor existing systems to eliminate errors, risks and systems failures. Your success will ensure the right tools and technology are in place, properly integrated, and used appropriately to improve marketing effectiveness and enable modern marketing at scale. We do this by activating, integrating and optimizing technology, best practices, and workflows.

The ideal candidate is a self-starter with the ability to balance multiple priorities and collaborate with global teams to drive operational excellence.

❗This is a full-time, permanent position. 

📍 Location: 

This position is available to all applicants residing and eligible to work in US (remote) or in Toronto, Ontario (hybrid 3x work from office).

• Database Management and Enrichment:
• Build, execute, and maintain a database enrichment program to clean, organize, segment and optimize our Marketing automation platform, HubSpot.
• Serve as the primary global administrator for HubSpot, supporting regional and international teams.
• Work with other operation teams to manage system workflows, address errors and introduce new process to improve operational efficiency for marketing data
• Manage lead import process and workflow management for efficient distribution to commercial teams
• Identify gaps in processes, workflows, technologies, data and provide strategic recommendations/facilitation for remediation
• Own customer and prospect database and perform analysis for marketing programs leveraging other data points across the organization – i.e. product level data, usage data, etc.

• Reporting and Analytics:
• Develop and maintain reports on database growth and health; campaign KPIs, email performance, marketing revenue targets.
• Create and manage dashboards and templates to standardize marketing reporting for global teams across systems
• Provide regular updates on performance and own overall marketing reporting on monthly, quarterly, and annual basis
• Work cross-functionally with corporate and regional teams to streamline reporting

• Marketing Technology Management:
• Oversee the global marketing tech stack, ensuring effective evaluation, implementation, and integration of tools.
• Document and develop training material, processes, updates, and best practices to enable team adoption and maximize tool usage.
• Project manage the resource gathering, technology identification, vetting and build of MarTech systems needed to support various business use cases
• Produce, maintain, and optimize self-serve documentation, support materials, and one-pagers, ensuring accurate tool use
• Own the vendor management of our technical agency partners to achieve business objectives
• Implement and manage a process to monitor system access, adoption, errors and performance; roadmap optimization milestones.

• Workflows, Processes and Optimization:
• Streamline lead management workflows to ensure smooth data flow between marketing campaigns and CRM systems.
• Develop, implement, and manage lead and account scoring methodologies
• Drive continuous improvement in marketing operations through innovation and collaboration.
• Facilitate accurate utilization of Hubspot including but not limited to forms, templates, audits, imports, integrations, workflows, field mapping and creation, campaigns and data etc.
• Build, optimize and execute global marketing emails to support Marketing, Sales and Product teams. Leverage workflows and segmentation to promote efficient, targeted and personalized emails.

• Bachelor’s degree in a business, marketing or data science program
• 5+ year’s experience in Marketing Operations/automation/performance reporting or related field
• Experience in leading technology implementation projects with large teams
• A strategic mindset with the capability to scale processes, workflows and business needs while maintaining standardization and a clean thoughtful approach to supporting marketing
• 5+ years’ experience as global administrator for Hubspot managing multiple instances, integrations and workflows. Certification in Hubspot will be a requirement.
• Documented experience working with Hubspot and Salesforce integrations
• Experience working with 3rd party BI tools to consolidate data, build reports and dashboard will be an asset
• Experience in leading projects that entail prospect journey mapping, lead flow/scoring and nurture programs
• Deep analytical mindset and experience with the ability to integrate and analyze data across various data sources

What's in it for you:

▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions. 

▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team. 

▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance. 

▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans. 

▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success. 

▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth. 

▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team. 

About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co 

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.