HG Insights is a leader in technology intelligence, providing data-driven insights that help businesses make strategic decisions about technology investments and market opportunities. We transform raw data into actionable intelligence that drives revenue growth and competitive advantage for our customers.
We're seeking a Campaign Operations Manager to join our Marketing team. This is a critical role that ensures the smooth execution and delivery of high-impact lead generation campaigns for our customers.
What You’ll Do:
As a Campaign Operations Manager supporting the TrustRadius intent-driven leads product, you will play a critical role in the execution and delivery of high-impact lead generation campaigns. Reporting directly to the GM of Leads Programs, you will own the operational processes that ensure timely, accurate, and seamless delivery of leads to customers. This includes managing the lead sizing request process, setting up campaigns and integrations (forms, webhooks) in the admin portal, delivering leads via customer-specific Box folders, and maintaining campaign documentation.
You will also be responsible for opening and closing Success Plans in Gainsight, assisting with audit readiness, and partnering with cross-functional teams to standardize and pull campaign summary reports. This is an individual contributor role ideal for someone who thrives in a detail-oriented, fast-paced environment and is passionate about driving operational excellence across customer-facing programs.
What You'll Be Responsible For:
Some of your day-to-day responsibilities include, but are not limited to:
- Manage the Sizing Request Process
- Review incoming sizing requests from internal teams.
- Collaborate with Account Executives to clarify ideal customer profile (ICP) criteria.
- Pull and catalog category intent data to inform sizing.
- Communicate sizing requests to partners and manage their responses.
- Identify and recommend improvements to the sizing process and partner communication workflows.
- Campaign Setup & Execution
- Partner with IDL Program Managers to understand campaign specifications and requirements.
- Create and configure campaigns in the IDL Admin Portal.
- Set up lead forms and webhooks to connect to customers’ CRM systems.
QA Check Success Plans and ensure all relevant information is present
- Serve as a resource on customer calls for complicated lead delivery
- Partner & Lead Delivery Oversight
- Ensure partners deliver leads on the customer’s designated schedule.
- Validate that all leads, regardless of customer delivery method, are correctly entered into the customer’s Box folder.
- Monitor and troubleshoot lead delivery errors from partners via the API.
- Cross-Functional Collaboration
- Work with the Product team to streamline workflows and increase the volume of IDL campaigns the team can support.
- Collaborate with the Finance team to support audit preparations and ensure compliance.
- Partner with the IDL Program Managers and Head of Enablement to document processes and maintain operational consistency.
- Reporting & Analytics
- Assist in pulling partner performance reports.
- Compile and deliver customer campaign summary reports as needed
- Additional Responsibilities
- Support operational initiatives that improve team scalability, accuracy, and efficiency across all IDL-related processes.
What You’ll Need:
- Direct experience working in tech, b2b, SaaS; working within the b2b demand generation space ist ideal
- 2+ years of work experience in campaign operations focused functions in customer-impacting roles.
- Working specifically with leads programs and delivery is a plus.
- Experience with lead delivery tools such as Integrate and Convertr is a plus
- Knowledge of marketing tools including Marketo, Salesforce, HubSpot, Eloqua, etc.
- Experience working with APIs and webhooks is a plus.
- Proven track record of operations project management for revenue programs and processes at high-growth companies.
- PMP certification is a plus.
- Proficiency in Excel and comfort working with data and business intelligence tools.
- Self starter with direct experience managing campaign operations as an individual contributor.
- Expertise and passion for communication and cross-team collaboration.
