Upserve: Marketing Operations Analyst
10 Dorrance Street
Providence, RI 02903

Employee Testimonials

Upserve is seeking a Marketing Operations Analyst to enable Upserve's customer-facing teams to grow pipeline, lift win rates, and slash time out of the sales cycle, while delighting our existing installed base to drive up engagement, reduce churn, generate referrals and up-sell. The Marketing Operations Analyst works with Sales and Marketing leadership to manage the systems, tools, and technology that enable efficient and effective marketing campaigns.

The Marketing Operations Analyst provides operational support to the Marketing departments with reporting and analytics, email marketing automation, ownership over sales and marketing processes, manages the marketing technology stack, and CRM data integrity. In this role you will also partner with our parent company, Vista Equity Group, to project-manage system updates designed to increase market share.

Day-to-day responsibilities include:

  • Partner with program marketing managers to develop and execute lead generating campaigns
  • Test, monitor and measure marketing campaigns to optimize performance based on industry best practices
  • Responsible for the development and management of the marketing automation software
  • Maintain lead list in Salesforce CRM and the integrity of this data
  • Document existing processes and implement improvements to enhance marketing productivity
  • Manage the marketing technology stack (implement, maintain, train)
  • Analyze marketing and sales data to develop insights and make recommendations on areas for optimization
  • Provide input and materials for management and board reporting
  • Establish and maintain scalable processes that ensure best practices in campaign and lead management
  • Analyze how all changes in tech stack will impact all revenue facing teams
  • Act as liaison between Marketing and Business Applications/ rest of the business.


  • Bachelors degree in related field such as marketing, communications or business (or equivalent experience)
  • 3+ years experience with marketing automation/email service provider or tool (Marketo preferred)
  • Marketo Certified Expert preferred (or interest in obtaining)
  • Proficiency in database marketing including list segmentation, list manipulation and data hygiene
  • Experience with Salesforce and Microsoft Excel preferred
  • Sales process and enablement experience
  • Ability to manage multiple projects at the same time in a fast-paced environment
  • Technically capable, excellent communicator, and a desire to improve processes

Employee Testimonials

Software Engineer

If you could describe working at Upserve in three words, what would they be?

  1. Supportive.
  2. Catalyst.
  3. Progressive.

Building on that a little more, why did you decide to work at Upserve?

The team at Upserve is very experienced and I’m at the point in my career where I’m trying to absorb as much as possible from the people I surround myself with in my career. I don’t want to be the smartest person in the room. Even if it’s overwhelming being in a meeting with tons of people with Masters and PhDs, they push you to go a lot faster and learn a lot faster. Sometimes it feels impossible to keep up, then you realize they’re just people who were in your shoes at one point. It’s easy to assume programmers are superhuman beings, but they’re just like everybody else, they’re a bit weird, but I like that.

You mentioned how important it is to surround yourself with people who push you, can you talk a bit more about the culture here at Upserve?

The people are thoughtful, very human and real. They respect that we’re people with lives and that we want to bring our A game but we’re also human and have good days and bad days. I feel really appreciated here, like people listen to me. I feel like they care about my growth as a person and keeping me engaged. I think they go out of their way to make my life easy, to get out of my way and let me do my job. They value that I (and everyone on the team) have a unique opinion and has something to contribute. Plus, I love that they support a lot of the initiatives with women.