Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. Backed by Canapi Ventures.
About the role
We're looking for a proactive, AI-savvy Marketing Operations Manager to own and optimize the marketing automation platform that powers our marketing engine. This is a hands-on role, where you’ll be managing and executing processes, while keeping cross-functional and regional stakeholders informed and engaged. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Ensure clean data flow, routing, reliable syncs, and accurate reporting across the full funnel
- Document, maintain and continuously improve marketing systems, processes, and data that support campaign execution and performance measurement
- Design and manage lead and contact enrichment workflows, ensuring records are complete, accurate, and actionable before they reach the sales team
- Build and maintain lead routing logic in the MAP and Salesforce to ensure the right leads reach the right reps at the right time, owning QA and resolution
- Build and manage segmentation rules across the MAP and Salesforce to support personalization, prioritization, and accurate reporting
- Audit and own current instance, including all sending and segmentation rules and processes, and troubleshoot campaign and automation issues across the MAP and CRM to ensure reliable execution
More about this role
Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.
Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. For more information, visit https://conquestplanning.com .
The opportunity
We're looking for a proactive, AI-savvy Marketing Operations Manager to own and optimize the marketing automation platform that powers our marketing engine. This is a...
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