Marketing Operations and Lead Qualification Strategist

Overview

OptiFreight® Logistics is seeking a detail-oriented, data-driven Marketing Operations & Lead Qualification Strategist to support lead management, campaign operations, CRM governance, attribution reporting, and marketing performance insights across the logistics portfolio.

This role will serve as a key operational partner between Marketing, Sales, Customer Success, and Analytics teams, ensuring leads, campaigns, opportunities, and customer interactions are accurately managed, measured, and reported. The ideal candidate combines experience in lead management, marketing operations, CRM processes, reporting, and business analysis to improve pipeline visibility, marketing effectiveness, and operational efficiency.

Responsibilities

Lead Management and Lifecycle Operations

• Manage Lead Qualification Management (LQM) processes, including lead review, qualification support, routing, assignment, and lifecycle tracking.
• Process inbound leads from digital campaigns, webinars, events, trade shows, referrals, and other marketing channels.
• Maintain and continuously improve lead enrichment, qualification, and routing processes by leveraging Salesforce, automation tools, and approved data sources to maximize data quality and assignment accuracy.
• Monitor lead acceptance, rejection, conversion, and follow-up activity to ensure adherence to lead management processes.
• Support lead scoring, grading, routing, lifecycle automation, and conversion reporting activities within Salesforce and Salesforce Marketing Cloud Account Engagement (Pardot) to improve lead qualification, assignment accuracy, and funnel performance.
• Partner with Marketing and Sales stakeholders to improve lead quality, conversion rates, and funnel performance.

Campaign Operations Support

• Support campaign setup, testing, tracking, measurement, and governance across digital and non-digital marketing programs, including validation of campaign naming conventions, member statuses, tracking requirements, reporting structures, and overall platform hygiene.
• Coordinate list preparation activities, including data cleanup, enrichment, quality review, and upload readiness for webinars, trade shows, events, and marketing campaigns.
• Support campaign performance monitoring, reporting, and optimization activities.
• Maintain Salesforce Marketing Cloud Account Engagement (Pardot) assets and templates, including email templates, landing pages, forms, engagement programs, folder structures, and reusable campaign frameworks to support scalable marketing execution.

Revenue Insights, Attribution and CRM Governance

• In collaboration with the Digital and Channel Marketing teams, maintain dashboards and reporting in Salesforce, Tableau, and other approved reporting platforms.
• Develop and enhance reporting that provides visibility into lead quality, lifecycle progression, campaign effectiveness, marketing-attributed pipeline, revenue contribution, and customer growth opportunities.
• Monitor and analyze key performance indicators, including lead lifecycle conversion rates, LQM rejection rates, lead scoring effectiveness, campaign influence, funnel progression, and marketing-sourced and marketing-influenced pipeline.
• Support development and continuous improvement of multi-touch attribution reporting and campaign influence measurement.
• Implement and maintain tracking approaches for offline and non-digital activities, including events, trade shows, referrals, partner programs, and customer engagement initiatives.
• Audit lead, account, contact, campaign, and opportunity data to identify attribution gaps, reporting discrepancies, duplicate records, and data quality issues.
• Maintain reporting standards, attribution accuracy, process documentation, governance guidelines, and business rules.
• Support monthly business reviews, quarterly business reviews, and ad hoc reporting requests.
• Partner with Sales Operations and the Salesforce Product Manager to improve CRM data integrity, reporting capabilities, and operational processes.

Customer Expansion Insights

• Support development of reporting and workflows that improve visibility into upsell, cross-sell, and renewal opportunities.
• Build dashboards and reporting that highlight customer engagement trends and expansion opportunities.
• Monitor customer lifecycle and growth-related metrics.
• Partner with Sales, Marketing, and Customer Success teams to support customer growth initiatives and reporting needs.

Training & Cross-Functional Support

• Develop and maintain process documentation, job aids, reporting guides, and training materials.
• Support sales onboarding and training related to lead management, campaign tracking, reporting, attribution, and CRM best practices.
• Serve as a resource for questions related to lead management, campaign operations, reporting, and CRM processes.
• Collaborate across Marketing, Sales, Customer Success, Analytics, and Technology teams to support operational excellence and continuous improvement.

Qualifications

• Bachelor's degree in Marketing, Business, Communications, Analytics, or related field preferred.
• 3+ years of experience in marketing operations, lead management, CRM administration, sales operations, reporting, or related disciplines preferred.
• Experience working with Salesforce CRM and marketing automation platforms.
• Experience developing reports and dashboards using Salesforce, Tableau, Power BI, or similar analytics tools.
• Understanding of lead management, lead scoring, routing, campaign operations, and funnel reporting.
• Strong analytical, organizational, and problem-solving skills.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Strong communication and cross-functional collaboration skills.

Anticipated salary range: $68,500 - $107,470

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

• Medical, dental and vision coverage
• Paid time off plan
• Health savings account (HSA)
• 401k savings plan
• Access to wages before pay day with myFlexPay
• Flexible spending accounts (FSAs)
• Short- and long-term disability coverage
• Work-Life resources
• Paid parental leave
• Healthy lifestyle programs

Application window anticipated to close: 1/9/2027 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

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Originally posted on Himalayas