Sr. Marketing Operations Lead, Digital Agency

1. How you've used AI tools to streamline or automate a marketing workflow
2. Your experience with HubSpot — what have you built, optimized, or fixed?
3. Why does an operational "connective tissue" role appeal to you?
4. Any other topical topics

PrescriberPoint builds digital tools that help healthcare providers navigate the prescribing process — from coverage verification to prior authorization to patient support programs. Our digital agency partners with pharmaceutical brands to connect HCPs with these resources through targeted, compliant marketing campaigns.

This role is central to how the agency operates. If you're energized by building systems, leveraging AI, and making teams run better, this is the role.

The Marketing Operations Lead drives operational efficiency across PrescriberPoint's digital agency through AI-powered automation, data stewardship, and cross-functional coordination. This role owns the systems and processes that make the agency run — from marketing AI tools and HubSpot data integrity to creative intake workflows and performance reporting.

You'll serve as the connective tissue between the agency and key partners: translating Product Marketing strategy into executable briefs, providing Value Engineering with the campaign data they need, and ensuring the team has clean data and documented workflows to operate effectively. When capacity gets tight, you step in to execute — but your primary value is making everyone else more effective.

This role reports to the Director of Agency & Creative Services.

• Own the agency's automations, AI tools and agents — evaluate, implement, optimize
• Leverage AI to document workflows, build playbooks, and maintain SOPs
• Identify and implement automations that reduce manual work across the team
• Train team members on AI tool usage and best practices
• Stay current on emerging AI capabilities and recommend adoption where valuable

• Serve as HubSpot data steward for the agency (internal training provided)
• Maintain data integrity: list hygiene, contact management, property standardization
• Build and optimize workflows, segmentation, and automation
• Troubleshoot HubSpot issues and serve as internal expert
• Coordinate with broader marketing/sales on CRM data alignment

• Serve as primary agency liaison to Value Engineering for campaign performance data and ROI measurement alignment
• Serve as primary agency liaison to Product Marketing Lead—translate GTM strategy into actionable agency work
• Ensure smooth handoffs between functions; flag misalignments before they become problems
• Coordinate on vendor data and reporting needs

• Streamline the creative intake process for cross-functional requests 
• Translate creative requests into actionable briefs for the design team
• Manage creative project flow and ensure requests are prioritized appropriately
• Flag capacity constraints and help balance workload across the team

• Step in to execute campaign work when needed
• Requires proficiency in Google Ads, Meta, LinkedIn, various DSPs (StackAdapt, PulsePoint, Lasso), and HubSpot
• QA campaigns, compile performance reports, traffic assets as needed
• Provide backup support to keep work moving during peak periods

The following are important but not daily or weekly functions:

• →Client Onboarding: Manage onboarding workflow when new clients come on 
• →MLR Submission: Track and coordinate MLR submissions with Customer Success 
• →Vendor Management: Evaluate vendors, manage relationships, maintain data

• 10+ years of experience in marketing with significant time in operations or agency operations
• HubSpot expertise — deep knowledge of workflows, automation, list management, and data hygiene
• Demonstrated experience using AI tools to automate and streamline marketing work
• Proficiency with Google Ads, Meta, LinkedIn, and programmatic DSPs (StackAdapt, PulsePoint, Lasso, or similar)
• Strong systems thinking — you see how pieces connect and optimize for the whole
• Excellent documentation skills — can create clear, usable playbooks and SOPs
• Comfortable serving as liaison between functions with different priorities
• Detail-oriented with strong data quality instincts
• Bias toward action — you fix problems, not just identify them

• Experience in healthcare or pharmaceutical marketing
• Background in agency or multi-client environments
• Familiarity with compliance/MLR submission processes
• Experience with creative operations or project intake workflows
• Exposure to Value Engineering, ROI measurement, or performance analytics

• Systems-oriented — you think about how to make things work better, not just how to get through today's tasks
• Proactive — you identify inefficiencies and fix them without being asked
• Collaborative — you build trust by making other people's jobs easier
• Adaptable — comfortable shifting between strategic process work and tactical execution
• Reliable — when you own something, it gets done

• Complete data steward training; understand current data state and pain points
• Map current AI tools in use; identify gaps and quick-win automation opportunities
• Establish relationships with Value Engineering and Product Marketing Lead
• Shadow current workflows across engagement marketing, media, and creative

• At least two AI-powered automations implemented and documented
• Creative intake process streamlined; briefs are clearer and requests flow smoothly
• Serving as effective liaison — VE has the data they need, PMD requests translate into agency action
• Demonstrated ability to step into execution when needed

• Comprehensive playbooks exist for major agency workflows
• AI tools are embedded in team operations and delivering measurable efficiency gains
• Cross-functional relationships are strong — you're the person who makes collaboration easy
• Recognized as the operational backbone of the agency

• Reports to: Director, Agency & Creative Services (Tina)
• Direct Reports: None
• Level: L4 (Lead)
• Team: Marketing (Digital Agency)
• Key Collaborators: Value Engineering, Product Marketing Lead, Marketing Team, Analytics/Data, Customer Success
• Tools: HubSpot (expert level), Google Ads, StackAdapt, PulsePoint, Lasso, Jira, Google Workspace, AI tools (Claude, etc.)

This role owns operational effectiveness — the systems, data, and processes that make the agency work. You're the person who:

• Keeps HubSpot clean so campaigns target the right people
• Builds AI automations so the team can do more with less
• Translates Product Marketing strategy into work the agency can execute
• Gives Value Engineering the data they need to prove ROI
• Writes the playbooks so work is consistent and scalable
• Steps in to execute when capacity is tight

You're not a channel specialist or a people manager. You're the person who makes everyone else more effective — and when needed, you roll up your sleeves and do the work yourself.

• →We have a really good shot at improving the millions of lives and careers of HCPs, Patients, and their families (even pets!)
• →We hire adults with a Trust-first/It's All Life philosophy
• →We have some great benefits for a firm at our stage: 401(k) w/matching, all kinds of insurance (including matching HSA and pets!), commute from your kitchen, Open PTO (which leaders use!), remote stipend, yearly education budget, and working with some of the smartest yet humblest and respectful people in the business
• →We’re (objectively) way better looking than our competitors  :-)  

PrescriberPoint is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics.