Key Responsibilities
· Develop and maintain BI dashboards and reports to track:
o Lead-to-opportunity conversion rates
o Sales cycle velocity
o Win/loss rates and revenue attribution
o Marketing-sourced and influenced pipeline
· Ensure seamless lead flow and lifecycle management across Marketo and Salesforce, including MQL, SAL, SQL, and opportunity handoffs
· Own marketing automation programs in Marketo, including campaign execution, scoring, routing, and nurturing workflows
· Manage CRM data hygiene, including deduplication, field governance, segmentation, and enrichment strategies
· Partner with Sales Ops, RevOps, and GTM teams to ensure accurate forecasting, territory planning, and funnel performance tracking
· Help define and enforce processes for lead qualification, sales stage definitions, and pipeline SLA compliance
· Support tool integrations and data sync across platforms such as 6sense, LinkedIn, ZoomInfo, Gong, and
others
· Continuously audit and improve GTM infrastructure and data models to support scalability and performance reporting
Requirements
· 4–7 years of experience in sales or marketing operations at a B2B SaaS company
· Advanced proficiency in Salesforce, Marketo, and BI/reporting tools (e.g., Tableau, Power BI, Salesforce dashboards)
· Proven experience analyzing and improving funnel metrics and sales/marketing performance
· Strong understanding of lead lifecycle management, campaign attribution, and funnel KPIs
· Experience managing marketing automation workflows and campaign execution in Marketo
· Meticulous attention to data quality and systems hygiene
· Highly collaborative with excellent communication and documentation skills
· Bachelor’s degree in business, marketing, analytics, or a related field
Lakeside Software is committed to pursuing a diverse and talented team and offering an
inclusive environment for all employees and candidates. We are particularly interested in receiving candidate applications from a broad spectrum of individuals, including women, historically marginalized groups, individuals with disabilities, members of the LGBTQIA+ community, veterans, and any other legally protected group. Lakeside is dedicated to providing equal access and opportunity, as well as reasonable accommodation, for individuals with disabilities in employment, its services, activities, and programs. Lakeside is an Equal Opportunity Employer and does not make hiring or employment decisions on any basis protected by applicable local, state, or federal laws or prohibited by Company policy. If reasonable accommodation is needed to participate in the job application or interview process, to perform required job functions, or to receive other benefits and privileges of employment, please contact accomodations@lakesidesoftware.com.
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