Marketing Ops Lead
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About the role
AI Proficiency at Sword Health
AI fluency is a core expectation at Sword Health. Every candidate is assessed against our three-level framework — be ready to share real examples of how AI is already part of how you work.
Explorer (Level 1) — Uses AI daily to boost personal productivity
Builder (Level 2) — Creates workflows and tools that elevate the whole team
Integrator (Level 3) — Embeds AI into products and processes at scale
Every hire must demonstrate at least Level 1. The expected level will vary depending on the seniority of the role.
What you'll be doing:
1. Data Ops & Reporting
End-to-End Analytics & Funnel Ownership: Own B2B marketing data pipelines, SQL queries, dashboarding, and performance reporting across the entire marketing funnel.
Performance Tracking: Build and maintain frameworks to report on key performance metrics, such as marketing-qualified lead (MQL) volumes, sales-qualified opportunity (SQO) conversions, and campaign-level ROI.
Attribution Integrity: Manage attribution modeling and data tracking (e.g., Bizible, Salesforce) to accurately measure and prove marketing's impact on pipeline generation.
Cross-Functional Data Collaboration: Partner closely with the core data team to ensure clean, structured data syncs and self-serve dashboarding capabilities.
2. Tech Stack Configurations
Marketing Automation & CRM Administration: Act as the technical administrator for HubSpot and Salesforce, managing syncs, campaign configurations, list segmentation, and form integrations.
Web & Content Operations Support: Own backend configurations for our web properties (e.g., Storyblok) to ensure seamless data flow from landing pages into the CRM.
System Health & Governance: Establish and enforce processes for database cleanliness, lead-routing logic, and campaign naming conventions to maintain platform integrity.
3. Automations & Internal Tooling (The "AI Amplifier")
Build & Maintain Intelligent Workflows: Design and optimize workflows using n8n, Clay, and Claude Code to automate lead enrichment, ICP classification, and persona mapping.
Internal AI Product Development: Identify opportunities and act as the “product owner” for internal AI tools (e.g., custom objection intelligence applications, RFP bots, or custom LLM integrations) to maximize team effectiveness.
What you need to have:
The Technical Stack: You have hands-on, expert-level experience configuring and administering HubSpot and/or Salesforce.
The Automation Stack: You have some experience building multi-step automations and workflows using iPaaS tools (e.g., Zapier, Make, or n8n). Most importantly, you have an insatiable curiosity for AI, API integrations, and modern data enrichment (e.g., Clay), and are excited to rapidly upskill in these technologies.
Analytical Mindset: Strong proficiency with SQL, BI tools, and marketing attribution software.
Cross-Functional Leadership: You aren't just a builder; you have the leadership skills, communication clarity, and emotional intelligence to influence cross-functional stakeholders and drive adoption of your tools.
Action-Oriented Problem Solver: You thrive in fast-paced environments, actively looking for manual bottlenecks to solve through smart automation.
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