Marketing Operations Specialist

Treasure AI

Treasure AI is the agentic experience platform built to acquire, retain, and grow your most valuable customers. Powered by AI, Treasure AI is shaped by human creativity and always on through continuous, context-driven action.

We’re building the operational backbone of a fast-moving, multi-channel Marketing organization, and this role is a key part of that engine. As a Marketing Operations Specialist you’ll be hands‑on in making sure campaigns, leads, and reporting actually work the way they’re supposed to. You’ll turn plans into execution, keep work moving, and help ensure Marketing runs with consistency, clarity, and momentum.

This is an execution‑first role where details matter. You’ll partner closely with senior Marketing and Operations leaders to translate priorities into clean workflows, accurate tracking, and repeatable processes, so leadership can stay focused on strategy while you keep the machine running smoothly.

• Support the Marketing → Sales lead handoff process, including routing, tracking, and follow‑up coordination
• Build and manage post‑event and post‑campaign cadences and sequences in partnership with Marketing and Sales
• Ensure leads are accurately tracked, statused, and progressed through defined workflows
• Support adherence to agreed SLAs and follow‑up expectations
• Balance structure with flexibility in an evolving environment

• Build and maintain project plans in Asana for Marketing initiatives
• Track action items, dependencies, and timelines across work streams
• Maintain Marketing intake requests and ensure work is properly scoped and routed
• Proactively flag risks, blockers, or delivery delays
• Reporting, Dashboards & KPIs
• Build and maintain dashboards in Hub Spot to support Marketing reporting
• Track and report on key Marketing KPIs (lead volume, follow‑up status, campaign performance, etc.)
• Prepare weekly and monthly reports for Marketing leadership
• Support development of Q  decks, including data pulls, charts, and narrative summaries

• Manage Marketing intake workflows to ensure requests are documented, prioritized, and tracked
• Monitor and support AI‑driven data syncing by automating data pipelines to ensure real‑time unified customer profiles sync cleanly between Treasure Work and Hub Spot.
• Leverage generative AI features and automated marketing agent skills to streamline routine campaign routing, task sequencing, and data hygiene checks.
• Document workflows, operating procedures, and playbooks
• Support creation of repeatable, scalable Marketing processes
• Ensure consistency in how Marketing work is executed and reported

• Maintain operational trackers, dashboards, and documentation
• Support QA checks for campaigns, lead handoffs, and reporting accuracy
• Help standardize templates, tools, and reporting structures across the Marketing team

• Hands‑on experience with Hub Spot or similar marketing automation / CRM platforms
• Strong analytical and reporting skills with comfort pulling and validating data
• Practical familiarity with conversational AI platforms, generative AI workflows, or AI‑native productivity tools applied to business operations
• Ability to leverage AI‑native capabilities and automated workspace tools to eliminate manual steps, reducing overall operational friction across the department
• Highly organized with strong attention to detail
• Proficiency with Asana, Google Workspace, and spreadsheets
• Ability to follow defined processes while managing multiple tasks in parallel
• Strong problem‑solver with a track record of untangling issues and moving teams forward
• Collaborative and resourceful; thrives on building processes from scratch
• Brings a positive, level‑headed attitude — steady under pressure, approachable, and able to lighten the mood appropriately

• Lead handoffs are clean, timely, and consistently executed
• Campaign follow‑up processes are reliable and repeatable
• Dashboards and KPI reporting are accurate and up to date
• Q  and leadership reporting materials are well‑organized and data‑driven
• Marketing operates with greater…