Senior Marketing Operations Manager, B2b Sales

Brex Brex · Fintech · New York, NY +4 · Marketing

Senior Marketing Operations Manager at Brex, a fintech company, responsible for architecting and optimizing the B2B sales-led and channel-driven GTM engine. This role involves defining and maintaining systems, processes, and operational rigor across Marketing, SDR, Sales, and Partner teams, with a focus on modernizing lead flow, generating insights, and increasing efficiency through automation, AI, and agentic workflows. Key responsibilities include managing GTM systems architecture, designing data orchestration workflows, building automated lifecycle processes, enhancing sales productivity with agentic workflows, managing data governance, creating AI-informed dashboards, and evaluating new AI capabilities.

What you'd actually do

  1. Own and evolve the GTM systems architecture, ensuring Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach, and Clay.io work together as a best-in-class, integrated ecosystem.
  2. Lead the design, governance, and optimization of data orchestration workflows using LeanData, including routing, prioritization, handoffs, and conversion logic across Marketing, SDR, and Sales teams.
  3. Design and execute a future-state operational roadmap focused on scaling B2B demand generation, ABM, and partner-led growth through automation, improved data flows, and AI-powered insights.
  4. Build automated lifecycle processes for lead scoring, enrichment, qualification, and cross-functional handoffs using LeanData, Zapier, Clay, Segment, and AI agents.
  5. Enhance sales productivity by implementing agentic workflows (e.g., automated follow-ups, enrichment workflows, SDR assistance tools) in Outreach and Salesforce.

Skills

Required

  • 4+ years in Marketing Operations or Revenue Operations supporting B2B sales-led funnels.
  • Hands-on experience administering Marketo, Salesforce, and LeanData.
  • Deep expertise with lead routing, lead-to-account matching, and data orchestration workflows using LeanData or similar workflow automation tools.
  • Proven ability to design automated workflows, operational processes, and scalable cross-system integrations.
  • Experience using AI-driven tools or agentic workflows to automate SDR tasks, enrich lead data, or accelerate GTM execution.
  • Strong analytical, system design, and documentation skills; able to translate business needs into scalable technical workflows.
  • Experience collaborating with Sales, SDR, RevOps, and System/Engineering teams.

Nice to have

  • Experience in FinTech or enterprise B2B SaaS environments.
  • Familiarity with conversational marketing/ABM platforms like Qualified.
  • Experience with tools like LeanData and Outreach in support of lead routing and SDR/BDR workflows.
  • Experience with paid funnel operations is a plus (Google Ads, LinkedIn Ads, etc.).
  • Understanding of partner/VAR operational workflows and partner attribution logic.
  • Ability to design scalable integrations using tools like Segment, Zapier, or Workato-style platforms.

What the JD emphasized

  • AI-driven tools or agentic workflows to automate SDR tasks, enrich lead data, or accelerate GTM execution