Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As the Manager, Marketing Operations, Campaigns & Email at Caseware, you’ll manage our global marketing automation solution and technology stack. Your work will help ensure that the tools and systems used by the global Marketing team run smoothly and contribute to efficient, data-driven marketing operations. Your priorities include maintaining database health; executing email and nurture programs; processing and accelerating leads; supporting campaign setup and tracking; and contributing to marketing reporting and KPI monitoring. You’ll also implement new tools and processes, ensure proper documentation and training materials are in place, and monitor existing systems to identify and resolve issues. Your focus will be on enabling modern marketing at scale by helping activate, integrate, and optimize technology, workflows, and best practices across the team. The ideal candidate is a self-starter with the ability to balance multiple priorities and collaborate with global teams to drive operational excellence.
❗This is a Full time, permanent position.
📍 Location:
This is a remote position and is available to all applicants residing and eligible to work in US.
What you will be doing:
Database Management, Enrichment, and Engagement
• Work with other operations teams to manage system workflows, address errors, and introduce new processes to improve operational efficiency for marketing data
• Manage lead import processes and workflow management to ensure efficient distribution to commercial teams
Reporting and Analytics
• Create reports to measure funnel KPIs aligned with the Marketing Operations charter, including but not limited to database growth and health, campaign KPIs, email performance, and marketing revenue targets
• Provide campaign templates and dashboards that enable regional teams to meet reporting requirements
• Create and manage dashboards and templates to deliver marketing performance insights to the global marketing team and external stakeholders
Marketing Technology Management
• Document and develop training materials, processes, updates, and best practices to enable team adoption and maximize tool usage
Workflows, Processes, and Optimization
• Leverage workflows and segmentation to drive efficient, targeted, and personalized campaigns and marketing programs
• Utilize AI and automation tools to streamline marketing operations and enhance campaign performance, driving measurable improvements in efficiency and outcomes
Email Marketing and Campaign Calendar
• Build and manage global email nurture programs; execute emails to support campaigns and product communications
• Own and manage the end-to-end campaign calendar, ensuring all deliverables and milestones are clearly defined, tracked, and met
• Drive weekly planning and execution cadence, keeping the team aligned on upcoming priorities and weekly deliverables
• Maintain accountability across cross-functional teams to ensure deadlines, dependencies, and commitments are met
• Proactively identify risks, bottlenecks, and schedule conflicts, and recommend adjustments to keep campaigns on track
• Manage and optimize work tracking in Monday.com, including boards, timelines, dependencies, and status reporting
• Provide clear visibility into campaign progress, timelines, and execution status for stakeholders
What you will bring:
• Bachelor’s degree in business, marketing, or data science
• 5+ years of experience in Marketing Operations, automation, performance reporting, or a related field
• A strategic mindset, with the ability to scale processes, workflows, and business needs while maintaining standardization and a thoughtful, structured approach to supporting marketing
• 5+ years of experience as a global administrator for Salesforce Marketing Cloud, managing integrations and workflows
• Experience leading projects involving journey mapping, lead flow/scoring, and nurture programs
• Proven experience managing integrated marketing campaign calendars, deliverables, and milestone-based execution
• A strong analytical mindset, with the ability to integrate and analyze data across multiple sources
• Hands-on experience with project management tools (preferably Monday.com) to manage workflows, dependencies, and reporting
• Demonstrated ability to coordinate multiple workstreams and stakeholders in a fast-paced environment
• Excellent organizational and communication skills, with a detail-oriented and execution-focused mindset
• Demonstrated experience using AI and automation tools to optimize marketing operations and campaign performance
What's in it for you:
▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
▪️We offer competitive compensation, including a competitive salary and comprehensive benefits
▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
