Who are we?
Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider.
Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience.
We have seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting 700+ global customers, including 80+ Fortune 500 companies. Whatfix has raised $140 million to date and is backed by marquee investors, including Softbank, PeakXV, Dragoneer, and Cisco Investments.
- With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
- Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
- The sole vendor named as Customers’ Choice: 2024 Gartner® Voice of the Customer for Digital Adoption Platform Report. We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a high CSAT of 99.8%
- Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Third Consecutive Year
- Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023
- Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal
Position Overview:
We are looking for a Marketing Operations Specialist for our Revenue Operations team with a strong background in data analysis, marketing automation, and stakeholder collaboration to optimize and scale our marketing efforts.
This role will be responsible for driving marketing efficiency through data-driven insights, operational excellence, and cross-departmental collaboration. This role will serve as the key operational backbone of the marketing team, managing data, reporting, and workflows, while working closely with key stakeholders from marketing, sales, product, and finance.
Key Responsibilities:
- Data-Driven Marketing Insights: Analyze marketing data to uncover actionable insights. Generate reports and dashboards that measure campaign performance, lead quality, and ROI, providing insights to marketing leadership and other stakeholders.
- Marketing Automation & CRM: Oversee the marketing automation platform (e.g., HubSpot, Marketo, Pardot), ensuring data integrity and seamless integration with CRM systems like Salesforce. Implement automated workflows to optimize lead nurturing and scoring.
- Stakeholder Collaboration: Partner with teams across marketing, sales, product, and finance to share data-driven insights, optimize cross-functional processes, and align marketing strategies with company goals. Present findings and recommendations to various stakeholders for decision-making.
- Lead Management & Nurturing: Own the lead management process, from lead capture to nurturing, ensuring timely and accurate routing to the sales team. Work with sales teams to optimize lead conversion and improve sales-marketing alignment.
- Data Analysis & Reporting: Build and manage comprehensive dashboards that track key performance metrics, campaign effectiveness, lead conversions, and pipeline impact. Provide regular reporting to marketing, sales, and executive teams.
- Performance Optimization: Continuously monitor and analyze the performance of marketing campaigns and workflows, identifying opportunities for improvement in conversion rates, engagement, and overall marketing effectiveness.
- Marketing Technology (MarTech) Stack Management: Manage and optimize the company’s marketing technology stack, ensuring all tools are integrated, data is accurate, and processes are streamlined. Research and recommend new tools or enhancements.
- Audience Segmentation & Personalization: Use data and insights to create segmented audience lists and develop personalized marketing strategies, improving engagement and conversion through tailored messaging.
- Compliance & Data Privacy: Ensure marketing data is clean, well-managed, and compliant with global data privacy regulations such as GDPR and CCPA. Work with legal and compliance teams to ensure adherence to data policies.
- Cross-Departmental Reporting: Provide insights to sales, finance, and executive leadership teams to track marketing ROI, pipeline contribution, and overall campaign performance. Help align marketing KPIs with broader company objectives.
Key Qualifications:
- Bachelor’s degree in Marketing, Business, Data Analytics, or a related field.
- 5+ years of experience in marketing operations, data analysis, and campaign optimization, preferably in a SaaS or B2B environment.
Technical Skills:
- Proficiency in marketing automation platforms like HubSpot, Marketo, or Pardot.
- Expertise in CRM systems (Salesforce preferred), data management, and integration.
- Advanced skills in data analytics and reporting tools like Google Analytics, Tableau, or Power BI.
- Strong understanding of lead scoring models and marketing attribution.
Analytical Skills:
- Ability to synthesize data from multiple sources and present actionable insights.
- Strong proficiency in analyzing large data sets and translating them into business recommendations.
Stakeholder Management:
- Excellent communication and collaboration skills with the ability to work across departments and present data insights to non-technical stakeholders.
Marketing Knowledge:
- Strong understanding of digital marketing tactics, including email marketing, paid campaigns, SEO, and content marketing.
- Familiarity with audience segmentation, personalized marketing, and omnichannel marketing strategies.
Problem-Solving:
- A data-driven mindset with a passion for optimizing marketing workflows and processes.
- Demonstrated ability to identify opportunities for improvement and drive initiatives forward.
Note:
- At Whatfix, we thrive on the power of collaboration, innovation, and human connection. We strongly believe that working together in our office (five days a week) fosters open communication, builds a sense of community, fuels innovation, and enables us to achieve our collective goals effectively.
- We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;
- We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status
