Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money—bringing clarity, confidence, and control to every dollar earned, so they can turn hard work into lasting success. We do this by replacing financial guesswork with real visibility, transforming cash flow from a constant source of stress into a clear signal owners can use to run stronger, more resilient businesses.

We’re looking for a Marketing Operations Manager to help power Relay’s next stage of growth! You’ll sit at the intersection of Marketing and Sales—turning data, insights, and automation into smarter decisions, scalable growth, and helping acquire new SMB customers and partners.

You’ll own and optimize our marketing technology stack, with HubSpot at its core, building the systems, processes, and reporting that give our teams the visibility they need to make impactful decisions. From improving marketing performance to accelerating top-of-funnel growth across our Direct and Accountant & Bookkeeper channels, you’ll play a critical role in how we acquire new SMB customers and partners.

This is an exciting opportunity to take ownership, solve complex challenges, and make a meaningful impact on how Relay grows and scales.

What You’ll Be Doing

Marketing Operations Strategy: Own and prioritize marketing operations initiatives that drive top-of-funnel growth across our Direct SMB and Accountant & Bookkeeper channels. Define clear success metrics, balance customer impact with business value, and proactively adjust strategies based on performance

Marketing Technology: Own and optimize our marketing technology stack, with HubSpot at its core, including workflows, lead lifecycle management, lead scoring, and reporting to support scalable growth

AI & Automation: Build, deploy, and manage AI agents and automations in production to streamline top-of-funnel operations, including lead routing, enrichment, and follow-up

Systems & Process Improvement: Lead system enhancements and process rollouts end-to-end, removing blockers, driving adoption, and building scalable processes that improve operational efficiency

Marketing Attribution & Analytics: Build multi-touch attribution models to understand the customer journey and measure marketing effectiveness. Define KPIs, develop dashboards and reporting, and implement tracking infrastructure to measure campaign and event performance

Funnel Optimization & Performance: Analyze marketing and sales performance to identify friction points, uncover growth opportunities, and address root causes. Translate data and trends into actionable recommendations that improve funnel performance and drive measurable results

Cross-Functional Collaboration: Build trusted partnerships with Marketing, Sales, and leadership to align priorities, communicate recommendations, and drive informed decisions. Create clear documentation and scalable processes that support knowledge sharing and cross-functional alignment

Who You Are

You have 4+ years of experience in an operations role within a data-driven environment, ideally in a high-growth B2B SaaS or fintech company

You have hands-on experience with HubSpot as a marketing automation platform, including workflows, reporting, and CRM/Marketing Hub administration

You are proficient with CRM platforms and integrations (Salesforce, Iterable), sales productivity tools (Outreach, Gong), and enrichment providers (Clay, ZoomInfo)

You have experience leveraging AI tools, with a proven track record of building agents and automations that solve real operational challenges

You thrive in a hands-on role, balancing attention to detail with the ability to think strategically and see the bigger picture

You have a passion for process improvement, with the ability to analyze complex data, identify patterns, and translate business objectives into actionable quarterly strategies

You are a strong communicator who thrives in cross-functional environments and can translate complex information into clear, actionable insights