Role Overview for VP, Marketing Operations & Automation with a Public FinTech – Charlotte, NC
JRG Partners is proud to partner with a premier, publicly-traded Financial Technology (FinTech) company in their search for a visionary Vice President of Marketing Operations & Automation. Located in the vibrant financial hub of Charlotte, NC, our client is a recognized leader in providing innovative solutions that are transforming the financial services landscape. This is a pivotal leadership role for a data-driven, strategic, and technically-savvy individual who will serve as the architect and engineer of the company’s marketing engine, enabling scalable growth and measurable success.
As the VP of Marketing Operations & Automation, you will be responsible for the strategic direction, operational excellence, and technological foundation of the entire marketing organization. You will report directly to the Chief Marketing Officer and will lead a talented team of marketing operations professionals. Your mission is to build a world-class MOPs function that enhances marketing effectiveness, improves campaign efficiency, and provides deep, actionable insights that directly influence revenue growth. You will be the central nervous system of the marketing department, ensuring that our people, processes, and technology are perfectly aligned to achieve ambitious business objectives.
This role demands a unique blend of strategic thinking, leadership acumen, technical expertise, and a relentless focus on optimization. You will be a key partner to leaders across Marketing, Sales, Product, and IT, fostering a culture of accountability, data-driven decision-making, and continuous improvement. If you are passionate about building scalable systems, leveraging technology to solve complex problems, and making a tangible impact on a fast-growing public company, this is an unparalleled opportunity to shape the future of a dynamic FinTech organization.
Key Responsibilities of VP, Marketing Operations & Automation with a Public FinTech – Charlotte, NC
Strategic Leadership & Team Management
Develop and execute a comprehensive marketing operations roadmap that aligns with the company’s strategic goals. Build, mentor, and lead a high-performing team, fostering a culture of excellence, collaboration, and professional growth. Manage the marketing operations budget, resource allocation, and vendor relationships to maximize ROI.
MarTech Stack Architecture & Management
Take full ownership of the marketing technology stack, including marketing automation platforms (e.g., Marketo, Pardot), CRM (Salesforce), analytics tools (e.g., Google Analytics, Tableau), content management systems, and more. Lead the evaluation, selection, implementation, and integration of new marketing technologies to enhance capabilities and drive efficiency.
Process Optimization & Scalability
Design, document, and enforce scalable marketing processes and workflows. Streamline campaign execution from planning and setup to launch and analysis. Establish and manage service-level agreements (SLAs) with the sales team to ensure seamless lead handoffs and follow-up.
Data Governance & Management
Champion data integrity and governance across all marketing systems. Develop and implement policies for data cleanliness, enrichment, and privacy compliance (e.g., GDPR, CCPA). Work closely with IT and data teams to ensure a single source of truth for all marketing and customer data.
Lead Lifecycle & Demand Funnel Management
Architect and optimize the entire lead-to-revenue lifecycle. Collaborate with sales operations to define and manage lead routing, lead scoring, and nurturing programs. Ensure the funnel is optimized for velocity and conversion at every stage. This includes implementing and refining sophisticated, best-in-class lead scoring models to ensure sales receives the highest quality leads at the right time.
Analytics, Reporting & Insights
Establish a robust framework for measuring and reporting on marketing performance. Develop and maintain dashboards and reports to track key performance indicators (KPIs) including campaign effectiveness, pipeline contribution, customer acquisition cost (CAC), and marketing ROI. Translate complex data into actionable insights and strategic recommendations for the executive team.
Cross-Functional Collaboration
Serve as a key strategic partner to Sales, Sales Operations, Product Marketing, and Finance. Align on goals, definitions, and processes to ensure a cohesive go-to-market strategy and a seamless customer experience.
Requirements for the VP, Marketing Operations & Automation with a Public FinTech – Charlotte, NC
Experience
A minimum of 12+ years of experience in marketing operations, with at least 5 years in a senior leadership capacity managing a team.
Industry Background
Significant experience within the B2B SaaS, Technology, or FinTech sectors is strongly required. Experience working for a publicly-traded company is highly preferred.
Technical Proficiency
Expert-level, hands-on experience with a major marketing automation platform (Marketo Certified Expert is a significant plus). Deep proficiency with Salesforce (SFDC) and its integration with marketing automation systems. Proven experience with business intelligence tools (Tableau, Power BI), CDPs, and ABM platforms.
Analytical Mindset
A deeply analytical and data-driven leader with a proven track record of using data to drive strategy, execution, and optimization. You are comfortable with complex data sets and skilled in forecasting, reporting, and analysis.
Strategic Vision
Demonstrated ability to think strategically, develop a long-term vision, and translate that vision into an actionable plan. You see beyond the immediate tasks to the larger business impact.
Leadership & Communication
Exceptional leadership skills with the ability to inspire, motivate, and develop a team. Superior communication and interpersonal skills, with the ability to articulate complex technical concepts to non-technical stakeholders and influence senior leadership.
Process Orientation
A passion for building efficient and scalable processes that stand the test of time. You are a natural problem-solver who enjoys untangling complexity.
Education
Bachelor’s degree in Marketing, Business Administration, Information Technology, or a related field. An MBA or other advanced degree is a plus.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support your professional and personal well-being. This includes:
Competitive Compensation
A highly attractive base salary, an aggressive annual performance bonus, and a significant equity package (RSUs) in a thriving public company.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents with significant employer contributions.
Retirement Planning
A robust 401(k) plan with a generous company match to help you plan for your future.
Work-Life Balance
A generous Paid Time Off (PTO) policy, paid company holidays, and flexible work arrangements to support a healthy work-life integration.
Family Support
Comprehensive parental leave policies for all new parents.
Professional Growth
A substantial budget for professional development, including conferences, certifications, and continued education.
Wellness Programs
Access to wellness resources, gym membership reimbursements, and employee assistance programs.
Modern Workplace
A state-of-the-art office in Charlotte, NC, designed for collaboration and innovation.
How to Apply
This is an exclusive search being conducted by JRG Partners. To be considered for this career-defining opportunity, please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this role. We encourage you to apply promptly as we are actively reviewing applications.
JRG Partners is a leader in executive search for the marketing and technology sectors. To learn more about our expertise and view other opportunities, we invite you to explore our Marketing Officers practice area on our website. We look forward to connecting with you.
