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Marketing Operations Analyst


EVERFI is an international technology company driving social impact through education to address the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct and other critical topics. Founded in 2008, EVERFI’s Impact-as-a-Service TM solution and digital educational content have reached more than 41 million learners globally. In 2020, the company was recognized as one of the World’s Most Innovative Companies by Fast Company and was featured on Fortune Magazine’s Impact 20 List. The company was also named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning. Some of America’s leading CEOs and venture capital firms are EVERFI investors including Amazon founder and CEO Jeff Bezos, Google Chairman Eric Schmidt, Twitter founder Evan Williams, as well as Advance, Rethink Education, Rethink Impact, The Rise Fund, and TPG Growth. To learn more about EVERFI and how you can #answerthecall please visit or follow us on Facebook, Instagram, LinkedIn, or Twitter @EVERFI.

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The Marketing Operations Analyst will help improve the performance of the marketing team through the analysis of data and optimization of the operational flow of data into the CRM and other technology platforms. This role will partner with stakeholders within Marketing to drive efficiency and identify ways for marketing to strategically drive additional pipeline by providing data based recommendations.


  • Support internal marketers as the go-to resource for Salesforce by telling the story of marketing opportunities and results for the company through clear, concise data
  • Develop reports and dashboards to derive insights aligned to company objectives from data stored in Salesforce across multiple verticals through quantitative analysis
  • Monitor KPIs trends, forecast future performance, and develop shareable data analyses based on metrics
  • Roll out process improvement efforts and additional tools for the marketing team
  • Partner with Marketing and Sales leadership to assist with the routing, distribution, and assignment of leads
  • Identify opportunities for operational improvements within the lead-journey process and for individual team members
  • Ongoing maintenance and management of Salesforce (CRM) and integrated tools, which include LeanData (Lead Routing) and RingLead (Lead Deduplication)
  • Update related policies and operational procedure documents for each communication channel as well as update settings and resolve maintenance issues that arise
  • Assist in prioritizing and optimizing marketing channel and campaign spend through data analysis
  • Other job-related duties as assigned

Skills, Experience, and Qualifications

  • Bachelor's degree or equivalent combination of education and relevant work experience
  • Minimum 1 year of experience providing operational or analytics support to sales and/or marketing teams
  • Minimum 1 year of experience using Customer Relationship Management Systems, including experience developing reports and dashboards
  • Advanced proficiency using Excel and the Office Suite to drive business recommendations
  • Proficiency and expertise in marketing technologies including Salesforce (LeanData, RingLead) and Marketing Automation platforms (Marketo preferred), Bizible is a plus
  • Demonstrated quantitative and analytical skills
  • Ability to communicate effectively with both decision makers, stakeholders, and end users
  • Strong time management and organizational skills
  • Ability to operate in an entrepreneurial environment

Work-life, culture, & perks:

  • Competitive base salary and bonus potential
  • 401k program and equity plan
  • Comprehensive health care and excellent parental leave benefits
  • Flexible PTO and generous holiday schedule
  • Casual work environment
  • Annual company-wide retreat
  • Opportunity to work with talented people who have fun in the workplace

Company Values:

We’re looking for future team members who are energized and inspired by our values, as well as people who bring new backgrounds, perspectives, and experiences. At EVERFI, our eight core values are an active part of everything we do:

  • Relationships First
  • Demand Excellence
  • Embrace Diversity of Thought & Drive Change
  • Act Like an Owner
  • Always Show Up
  • Share the Credit
  • Require Honesty & Positivity
  • Always Ask: “Did I Matter Today?”



EVERFI appreciates your interest in our company as a place of employment. It is EVERFI policy to provide equal opportunity for employment to all qualified employees and applicants, regardless of race, religion, religious affiliation, ancestry, citizenship status, marital status, familial status, sexual orientation, gender identity, color, creed, national origin, sex, age, disability, or veteran status or any other characteristic protected by local, state or federal law. This policy applies to all areas of employment including recruitment, placement, training, transfer, promotion, termination, pay, and other forms of compensation and benefits. EVERFI will provide reasonable accommodations to qualified individuals with disabilities.

Job ID: 3966427
Employment Type: Other