Marketing Operations & AI Strategist at Service Trade
**Who this is for** This role is for a seasoned Marketing Operations leader who wants to go beyond maintenance and architect an "AI-native" marketing engine. Yo
Work type: onsite
Location: Durham, NC
Type: Full-time
Summary
**Who this is for** This role is for a seasoned Marketing Operations leader who wants to go beyond maintenance and architect an "AI-native" marketing engine. You are a builder who thrives at the intersection of strategic vision and technical execution within a B2B SaaS environment.
**Key highlights** You will report directly to the CMO, taking full ownership of transforming marketing workflows through AI integration. The position involves designing scalable attribution models, optimizing GTM funnel architectures, and establishing a repeatable campaign operating system using HubSpot and Salesforce.
**You might be a good fit if you...** - Have 10+ years of experience leading and scaling Marketing Operations or Analytics functions in B2B SaaS.
- Possess expert-level proficiency in HubSpot and Salesforce, with a strong grasp of data architecture and integrations.
- Have hands-on experience deploying AI agents and prompt engineering frameworks into production marketing workflows.
- Can translate complex data sets into clear strategic recommendations that directly influence pipeline and revenue growth.
Job Description
Position Description:
ServiceTrade is a leading SaaS company transforming the fire protection and mechanical industries. As we evolve our marketing engine, we're not just optimizing operations — we're reinventing how marketing works through AI.
We're looking for a senior, strategic leader who can architect that transformation and execute it hands-on. This role is equal parts vision and build. You'll define the strategy for AI-native marketing operations, then roll up your sleeves and make it real — writing workflows, debugging integrations, and shipping systems that actually work.
You'll report directly to the CMO and partner closely with Revenue Marketing, Brand and Communications, Product Marketing, Sales, GTM Ops, and Analytics to design intelligent systems that outperform traditional approaches.
Key Responsibilities and Activities:AI Transformation of Marketing Operations
- Define and execute the vision for how AI reshapes marketing execution at ServiceTrade
- Design, deploy, and continuously improve AI-powered workflows, agents, and decision systems
- Establish standards for prompt engineering, evaluation, and continuous learning
- Lead rapid experimentation across AI tools and approaches, translating learnings into scaled workflows
- Ensure AI initiatives are tied to business outcomes (pipeline, revenue, efficiency) — not just activity
Marketing Operations Architecture- Architect scalable, AI-enabled marketing systems across HubSpot, Salesforce, and adjacent tools
- Redesign campaign execution into repeatable, modular systems that can be automated and optimized
- Partner with GTM Engineering to evolve system architecture, integrations, and data flows
- Identify and eliminate manual, fragmented processes — replacing them with intelligent automation
Measurement, Attribution, and Insight- Build next-generation attribution models that connect activity to pipeline to revenue
- Design AI-driven monitoring and reporting systems that continuously surface what's working, what's not, and where to optimize
- Leverage AI to uncover insights and opportunities beyond standard reporting
- Translate complex data into clear, strategic recommendations for leadership
Lifecycle and Funnel Optimization- Own lifecycle strategy and implementation in partnership with GTM Engineering
- Evolve how we detect, score, prioritize, nurture, and hand off ICP accounts to drive higher-quality pipeline
- Build intelligent scoring, routing, and segmentation models using behavioral and firmographic data
- Continuously optimize funnel conversion through structured experimentation and AI-driven insights
Campaign Operating System- Build a repeatable, scalable campaign operating system — planning, execution, QA, measurement
- Standardize frameworks, templates, and processes across the team
- Ensure every campaign is measurable, optimized, and continuously improving
Leadership and Change Management- Drive adoption of new systems, workflows, and ways of working across marketing
- Partner cross-functionally to align on processes, data, and performance expectations
- Mentor team members and elevate overall marketing operations maturity
#### Knowledge and Skills:Experience and Leadership
- 10+ years in Marketing Operations, Growth Operations, or Marketing Analytics (B2B SaaS strongly preferred)
- Proven track record of building and scaling marketing operations functions — not just maintaining them
- Experience leading major operational or systems transformations
AI and Innovation- Hands-on experience applying AI to marketing workflows — beyond experimentation, into production
- Working knowledge of prompt engineering, AI agents, and workflow automation
- Demonstrated ability to connect AI initiatives to measurable business outcomes
Systems and Technical Depth- Expert-level HubSpot experience and strong Salesforce fluency
- Strong understanding of marketing data architecture, integrations, and tracking
- Comfortable working with APIs, data flows, and debugging complex systems
- Familiarity with development and architecture best practices
- Comfortable building agentic solutions with Claude, ChatGPT, or Gemini
Measurement and Strategic Thinking- Expertise in attribution, funnel analytics, and performance measurement
- Ability to move from data to insight to action
- Strong business acumen with a focus on pipeline and revenue impact
Influence and Communication- Ability to influence senior stakeholders and drive alignment across teams
- Clear, structured communicator who can simplify complex concepts
- Comfortable operating in ambiguity and leading through change
What Will Make You Stand Out:- Experience building an AI-first marketing operations function from the ground up
- Experience designing or managing AI agents or autonomous workflows in a production environment
- Background in high-growth or transformation-stage SaaS companies
- Track record of rebuilding attribution in complex GTM environments
- History of overseeing and driving change management with the introduction of new technologies, novel approaches and mindshifts.
Why This Role Matters:This role will define how marketing operates at ServiceTrade. You won't just improve systems — you'll reimagine and build them.
If you're excited about building the future of marketing with AI, and want the autonomy and scope to do it, this role is for you.
### A few things you want to know:
What does ServiceTrade do?
Founded in 2012, ServiceTrade is the software platform for commercial mechanical and fire contractors. More than 1,300 contractors use ServiceTrade to increase profit and deliver more work during a persistent skilled labor shortage by improving service and project operations, helping technicians be more productive and do their best work, selling more service and inspection agreements, and growing customer loyalty. Over 10% of the commercial or industrial buildings in the United States are serviced by contractors using ServiceTrade to manage 13 million equipment assets and invoice more than $7.5 billion of service-related commerce.
Ok, so why should I care about that?
Our customers are smart, hard-working people who we enjoy serving. We help them grow their business to earn more revenue, employ more blue-collar workers, and become more valuable to their customers. It’s why we get excited about serving a market that you might never have thought about before.
What kind of working environment do you have?
We’ve transitioned from a start-up to a scale-up -- that means we still have the spirit and energy of a start-up and are adding new people who will help us expand our business faster and run our business smarter. We have big ambitions and every employee understands our goals and what their role is in achieving them. Read about our company culture on our [About Us](https://servicetrade.com/about-us/) page.
What kind of benefits do you offer?
- Medical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions Dental and Vision through Unum
- Flexible Spending Account and Dependant Care Account
- Company-paid Life insurance, STD and LTD
- Voluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance
- 401(k) with up to 3% employer match and NO vesting period
- Paid Time Off for Volunteering
- Employee Reimbursement Program to use for well-being, technology and/or professional development
#LI-OnsiteEEO Statement:
ServiceTrade provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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