SUMMARY
As our Marketing Operations Analyst, your contributions will play a critical role in building the systems, processes, and data infrastructure that support our growth across Canada. You’ll serve as the operational architect behind our marketing and revenue ecosystem, ensuring that marketing efforts seamlessly connect to sales outcomes and that our teams have the tools, data, and processes they need to deliver personalized, high-impact experiences to business leaders.
Working at the intersection of marketing, sales, technology, and data, you’ll design and optimize campaigns, workflows, integrations, reporting, and processes across the revenue lifecycle. The successful candidate is analytical, highly organized, technically curious, and energized by solving complex problems. You’ll have the opportunity to build scalable systems during an exciting period of growth and transformation as TEC Canada integrates with Vistage.
THE COMPANY
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster as well as for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the U.S. and in 40 countries around the world. These SMB executives typically spend a day or more with Vistage every month to immerse themselves in our comprehensive platform for making better decisions, getting better results and becoming better leaders. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), and deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting-edge of business and being relentless in delivering value to our members. Our success is demonstrated by the fact that Vistage member companies grow 2.2 times faster than non-Vistage peer companies. Learn more about us at www.vistage.com.
VISTAGE EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture which reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
- Welcome to our home. Our Canadian office is located in the downtown core of Calgary. It features an open, modern aesthetic with plenty of collaboration spaces and a fun, welcoming environment. From our Calgary office, we collaborate with colleagues across the U.S. and around the world.
- We invest in your career. We believe in helping our people grow and develop. You’ll have opportunities to build your skills, work with your manager on your career goals and explore opportunities for progression within the company. Our onboarding process is designed to set you up for success, with ongoing support, resources and learning opportunities throughout your career.
- We invest in you. We offer a competitive benefits and wellness program designed to support you both at work and at home. Our benefits include an annual health allowance and RRSP matching.
- We believe in collaboration. You’ll be part of a team that values respect, trust and working together. While our Calgary office is home base for our Canadian team, we work closely with colleagues across the U.S. and around the world, giving you the opportunity to build relationships and collaborate across the broader Vistage organization.
- We keep it fun. We believe work should be a place where you can do great work, build meaningful relationships and enjoy the people you work with. From team events and celebrations to the everyday moments in the office, we value a welcoming environment where people can be themselves.
- We’re connected to something bigger. At Vistage, we work with influential business leaders who are committed to becoming better leaders and building stronger businesses. Being part of our team means contributing to that mission and helping make a meaningful impact on Canadian business.
Vistage’s culture and sense of mission drives employee loyalty: more than half of our staff have been with the company for five years or longer. Are you ready to start your Vistage journey?
RESPONSIBILITIES
- Build and optimize sophisticated multi-touch campaigns that nurture prospects through complex and lengthy B2B sales cycles.
- Design and implement lead scoring models that accurately identify sales-ready prospects and improve the quality and timing of marketing-to-sales handoffs.
- Create dynamic workflows that automatically route and prioritize leads based on company size, industry, geography, engagement, and other relevant criteria.
- Design, build, and maintain a scalable HubSpot infrastructure that supports the organization’s growth and evolving marketing and sales needs.
- Architect and manage the integration between HubSpot and Microsoft Dynamics, ensuring accurate and timely synchronization of marketing, contact, company, and sales data.
- Establish system governance protocols and best practices to maintain data integrity across revenue operations platforms.
- Configure and maintain sales and marketing automation tools, including email sequences, task automation, lead routing, and pipeline management.
- Develop standardized marketing and sales processes that reduce manual work, improve consistency, and increase team efficiency across the revenue cycle.
- Create automated workflows to support follow-up sequences, proposal generation, contract management, and other key stages of the customer journey.
- Develop and maintain detailed process documentation, training materials, sales playbooks, and other resources to support consistent execution across marketing and sales teams.
- Work closely with content, digital, creative, and sales teams to execute integrated campaigns and ensure technology and processes support the broader marketing strategy.
- Monitor and analyze performance across the revenue lifecycle, including campaign performance, lead conversion, sales velocity, win rates, and revenue attribution.
- Conduct deep-dive analysis of the customer journey from first touch through closed-won to identify opportunities for optimization and improved conversion.
- Translate data and performance insights into actionable recommendations that inform marketing and sales strategy.
- Develop executive-level dashboards and reporting that clearly communicate marketing and revenue operations performance and contribution.
- Conduct regular audits of pipeline data, contact records, and opportunity progression to maintain data quality and system performance.
- Establish and maintain protocols for data collection, storage, and usage that support privacy requirements and responsible data management.
- Stay current on marketing technology, automation capabilities, CRM functionality, and revenue operations best practices, identifying opportunities to improve our systems and processes.
- Build constructive relationships with marketing, sales, technology, and cross-functional teams in alignment with Vistage’s values and mission.
SKILLS & ABILITIES
- Strong systems thinker with the ability to understand the big picture while managing complex technical and operational details.
- Naturally process-oriented, with a passion for creating structure, documentation, consistency, and scalable systems.
- Highly analytical, with the ability to interpret data, identify trends, and translate insights into practical business recommendations.
- Meticulous attention to detail with a strong commitment to data quality, accuracy, and system integrity.
- Strong problem-solving skills and a genuine enjoyment of troubleshooting complex technical and operational challenges.
- Ability to translate technical concepts and data into clear, practical language for both technical and non-technical stakeholders.
- Strategic thinker who understands how data and performance analytics can inform marketing strategy and creative direction.
- Strong project management and organizational skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent written and verbal communication skills.
- Advanced proficiency with marketing automation platforms and workflow design.
- Hands-on experience with HubSpot, including Marketing Hub, Sales Hub, and Operations Hub.
- Experience with Microsoft Dynamics or another CRM platform.
- Strong proficiency with Excel and/or Google Sheets and experience with analytics and data visualization tools.
- Working knowledge of Google Analytics and marketing performance measurement.
- Knowledge of GDPR, CASL, and other applicable privacy regulations.
- Experience with SQL, HTML/CSS, or other technical skills is an asset.
- Comfortable working independently while also collaborating closely with cross-functional teams.
- Self-directed, adaptable, and comfortable working in a fast-paced and evolving environment.
- Must be based in Canada; Calgary-based candidates due to hybrid work requirements.
EDUCATION & EXPERIENCE
- Bachelor’s degree or higher in Marketing, Business, Information Systems, or a related field; comparable experience within the discipline may be considered.
- 3-5 years of hands-on experience with HubSpot, including Marketing Hub, Sales Hub, and Operations Hub.
- 3-5 years of experience in marketing operations, revenue operations, sales operations, or a related discipline.
- Demonstrated experience designing and implementing marketing automation workflows and campaigns.
- Experience working with CRM systems such as HubSpot and Microsoft Dynamics.
- Demonstrated experience in B2B marketing and sales operations, ideally within a complex or consultative sales environment.
- Experience building reporting dashboards and analyzing marketing and sales performance data.
- Experience managing CRM integrations and maintaining data quality across multiple systems is strongly preferred.
- Experience working with privacy regulations such as CASL and GDPR is an asset.
