Red Oak

Support and optimize marketing campaigns, manage marketing tools, and analyze data to improve marketing performance. | Bachelor's degree in Marketing, Business, or related field, 2-3 years experience in marketing or sales operations, familiarity with marketing automation and CRM tools. | Objectives: We are seeking a detail-oriented and analytical Marketing Operations Analyst to join our Revenue Operations team. This role is ideal for someone early in their career who is eager to learn how marketing, sales, and customer success work together in a fast-paced SaaS environment. Reporting directly to Revenue Operations leadership, you will support the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth. Key Responsibilities: Campaign Execution Support: • Marketing Systems & Tools: • Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and integrations with Salesforce. • Support data hygiene, list uploads, and campaign set-up to ensure accurate targeting and segmentation. • Create HubSpot workflows to trigger marketing campaigns • Run full operational life cycle of webinars. Create website embedded registration forms, associated email campaigns to registered contacts and prospect contacts from our lists, trigger reminders and Zoom invites from the HubSpot workflow, set up the Zoom webinar and manage the operations during the webinar. Track and report webinar success metrics. • Create UTM tracking and report on marketing success using tracking metrics. • Create bi-directional link between HubSpot and SFDC systems for lead metrics communication. • Enhance contract data through tools like ZoomInfo. • Partner with Marketing to track and report on campaign performance. • Build dashboards and reports in Salesforce and/or BI tools to measure lead flow, funnel conversion, and ROI. • Help monitor lead scoring, routing, and campaign attribution processes. Support leadership in preparing QBRs, board decks, and marketing funnel review sessions. • Data & Analytics • Ensure marketing data accuracy by running regular audits and identifying areas for improvement. • Support the Revenue Operations team in pipeline analysis and marketing contribution reporting. • Assist with preparing monthly/quarterly business reviews (QBRs). • Enablement & Collaboration: • Work cross-functionally to ensure reporting aligns with training, onboarding, and productivity initiatives. Collaborate with Sales Operations to ensure proper attribution and lead-to-opportunity tracking. • Process Optimization: • Document and maintain marketing operations processes and workflows. • Provide support for testing and rolling out new tools, campaigns, or processes across the GTM team. • Collaborate with Sales to ensure smooth lead handoff and alignment. Qualifications • Bachelor’s degree in Marketing, Business, Analytics, or related field (or equivalent work experience). • 2–3 years of experience in Marketing Operations, Sales Operations, or a related role. • Familiarity with marketing automation tools (HubSpot, Marketo, Pardot) and CRM (HubSpot required, Salesforce also preferred). • Strong Excel/Google Sheets skills; familiarity with reporting and data visualization tools is a plus. Work Structure: Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our North Austin HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week. Join Us: • Exposure to the full GTM funnel—sales, marketing, and client success. • Mentorship from experienced Revenue Operations leaders. • Opportunity to gain hands-on experience with industry-standard SaaS tools and processes. • Clear career growth path into Marketing Operations, Sales Operations, or broader RevOps roles. Additional Information • This position is NOT eligible for Visa sponsorship.

Support and optimize marketing systems, campaigns, and data analytics to drive revenue growth. | 2-3 years of experience in marketing or sales operations, familiarity with marketing automation tools (HubSpot, Marketo, Pardot), and strong data skills. | Objectives: We are seeking a detail-oriented and analytical Marketing Operations Analyst to join our Revenue Operations team. This role is ideal for someone early in their career who is eager to learn how marketing, sales, and customer success work together in a fast-paced SaaS environment. Reporting directly to Revenue Operations leadership, you will support the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth. Key Responsibilities: Marketing Systems & Tools: Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and integrations with Salesforce. Support data hygiene, list uploads, and campaign set-up to ensure accurate targeting and segmentation. Create HubSpot workflows to trigger marketing campaigns Run full operational life cycle of webinars. Create website embedded registration forms, associated email campaigns to registered contacts and prospect contacts from our lists, trigger reminders and Zoom invites from the HubSpot workflow, set up the Zoom webinar and manage the operations during the webinar. Track and report webinar success metrics. Create UTM tracking and report on marketing success using tracking metrics. Create bi-directional link between HubSpot and SFDC systems for lead metrics communication. Enhance contract data through tools like ZoomInfo. Campaign Execution Support: Partner with Marketing to track and report on campaign performance. Build dashboards and reports in Salesforce and/or BI tools to measure lead flow, funnel conversion, and ROI. Help monitor lead scoring, routing, and campaign attribution processes. Data & Analytics Ensure marketing data accuracy by running regular audits and identifying areas for improvement. Support the Revenue Operations team in pipeline analysis and marketing contribution reporting. Assist with preparing monthly/quarterly business reviews (QBRs). Enablement & Collaboration: Work cross-functionally to ensure reporting aligns with training, onboarding, and productivity initiatives. Support leadership in preparing QBRs, board decks, and marketing funnel review sessions. Collaborate with Sales Operations to ensure proper attribution and lead-to-opportunity tracking. Process Optimization: Document and maintain marketing operations processes and workflows. Provide support for testing and rolling out new tools, campaigns, or processes across the GTM team. Collaborate with Sales to ensure smooth lead handoff and alignment. Qualifications Bachelor’s degree in Marketing, Business, Analytics, or related field (or equivalent work experience). 2–3 years of experience in Marketing Operations, Sales Operations, or a related role. Familiarity with marketing automation tools (HubSpot, Marketo, Pardot) and CRM (HubSpot required, Salesforce also preferred). Strong Excel/Google Sheets skills; familiarity with reporting and data visualization tools is a plus. Work Structure: Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our North Austin HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week. Join Us: • Exposure to the full GTM funnel—sales, marketing, and client success. • Mentorship from experienced Revenue Operations leaders. • Opportunity to gain hands-on experience with industry-standard SaaS tools and processes. • Clear career growth path into Marketing Operations, Sales Operations, or broader RevOps roles. Additional Information This position is NOT eligible for Visa sponsorship.

Support account management teams in client engagement, retention, and operational reviews to enhance client satisfaction and reduce churn. | Minimum 2 years in client success or related field within SaaS or financial services, proficiency in CRM tools, strong communication skills, and experience with client data analysis. | The Client Success Manager will be responsible for supporting Account Managers in delivering exceptional service and strategic support to key clients across the Wealth Management and Investment Company segments. This role is focused on increasing engagement, preventing churn, and driving net retained revenue by owning specific success motions, operational reviews, and renewal strategies for designated client tiers. A successful candidate will work cross-functionally to execute scheduled reviews, manage client health, and act as an advocate for client needs internally. Key Responsibilities: • Strategic Account Support: Partner with Account Managers to provide strategic client support across key account segments. Includes leading monthly client success reviews for clients, managing the success program for designated clients, conducting quarterly success reviews for Tier 1 clients, and providing support for Tier 2 renewal processes by request. • Churn Mitigation and Client Health Monitoring: Responsible for proactively monitoring client engagement, satisfaction, and product usage to identify accounts that may be at risk of churn. Develop and execute account-specific plans to address risks, support client goals, and improve the overall health of each relationship. • Renewal Strategy and Execution: Own the 120-day renewal planning process for assigned accounts. Collaborate with AMs and cross-functional teams to ensure timely preparation and execution of renewal strategies, helping secure contract renewals and maximize client retention. • Operational Reviews and Communication: Lead and document operational business reviews with clients, ensuring regular, structured touchpoints to evaluate progress, align goals, and identify opportunities for added value. Maintain clear and ongoing communication with clients and internal stakeholders throughout the engagement lifecycle. • Client Advocacy and Enablement: Act as a dedicated client advocate, ensuring that client needs and feedback are represented internally across product, support, and leadership teams. Lead client engagement efforts, promoting program adoption and consistent value delivery. • Performance Measurement: Performance is measured by client engagement, reduction of churn, and impact on net retained revenue. The role has a direct influence on compensation through retention outcomes. Skills/Qualifications: • Minimum of 2 years of experience in Client Experience, Client Success, or a related field within the financial services and/or SaaS industry. • Experience with Red Oak software and/or the 4U platform is highly desirable. • Proficiency in CRM software; Salesforce, Freshdesk, Zendesk preferred. Experience with project management methodologies and tools, preferred. • Strong analytical and problem-solving skills with the ability to interpret client data and feedback. • Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and effectively. • Proven leadership experience with the ability to inspire and build a team. • Deep understanding of client-centric practices and a passion for delivering exceptional client experiences. Work Structure: Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our Cedar Park HQ with a minimum of 3 days (Tues-Thurs) in the office each week.

The Sales Enablement Coordinator will create and manage training programs to equip the sales team with essential knowledge and skills. This includes developing engaging training content, managing onboarding programs, and facilitating ongoing enablement sessions. | Candidates should have 2-4 years of experience in Sales Enablement or related fields within a SaaS company. Familiarity with GTM systems and a strong preference for prior sales experience are also required. | Objectives We are looking for a motivated and organized Sales Enablement Coordinator to join our Revenue Operations team. This role is responsible for equipping our sales organization with the knowledge, skills, and resources they need to effectively sell and cross-sell our suite of SaaS products. The ideal candidate has experience enabling sales teams, developing curriculum, and collaborating with marketing, product, and industry experts to build impactful training programs. In this role, you will be responsible for organizing training materials from our internal subject matter experts and then enabling the sales team with user-friendly content. Consistent and frequent training will ensure ongoing enforcement of our sales process with the approved value propositions. Reporting to Marketing, you will help design and deliver scalable enablement programs that drive sales productivity, improve deal execution, and support revenue growth. Key Responsibilities Training & Curriculum Development: Partner with Product Marketing and internal subject matter experts to create engaging training content on product value propositions and competitive positioning. Build and manage sales training curriculum that emphasizes cross-selling across our product suite. Design, launch, and manage sales certification programs to ensure proficiency and adoption of training. Sales Onboarding & Ongoing Enablement: Own the onboarding program for new sales hires, ensuring consistent ramp-up on product knowledge, value messaging, and sales process. Partner with Revenue Operations and Sales Leadership to identify skill gaps and create targeted enablement programs. Deliver ongoing training sessions, workshops, and enablement events. Sit in on customer calls and review Gong data to capture insights, provide coaching, and bring real-world examples into training. Facilitate win rooms and pipeline review sessions, reinforcing best practices and cross-sell opportunities. Resource & Content Management Manage and maintain a centralized enablement content library (playbooks, battlecards, one-pagers, training decks, recordings). Ensure content is current, accessible, and aligned to the latest product updates and GTM strategy. Drive adoption of enablement tools and platforms across the sales organization. Process & Sales Methodology Collaborate with Revenue Operations to align training with sales process, CRM best practices, and pipeline management standards. Reinforce sales process adherence through training, coaching, and certifications. Track training participation and certification completion rates, reporting results to leadership. Qualifications 2–4 years of experience in Sales Enablement, Sales Operations, or related GTM function within a SaaS company. Demonstrated experience building and delivering sales training or curriculum, ideally with cross-sell emphasis. Familiarity with GTM systems including Salesforce (SFDC), Outreach, HubSpot, and Gong. Highly organized with the ability to manage multiple programs and stakeholders. Strong preference for prior experience in a sales or SDR role. Strong preference for experience running win rooms and facilitating pipeline reviews. Work Structure Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our Cedar Park HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week. Join Us Gain exposure to a fast-growing SaaS company and career growth opportunities within RevOps and Enablement. Gain hands-on experience with industry-standard SaaS tools and processes. Build scalable programs that strengthen sales productivity and cross-sell effectiveness. Work closely with Revenue Operations, Product Marketing, and Sales Leadership to make a direct impact on revenue.

The Marketing Operations Analyst will support the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth. Key responsibilities include managing marketing automation platforms, tracking campaign performance, and ensuring data accuracy. | Candidates should have 2-3 years of experience in Marketing Operations, Sales Operations, or a related role, with familiarity in marketing automation tools and CRM systems. Strong skills in Excel and data visualization tools are also preferred. | Objectives: We are seeking a detail-oriented and analytical Marketing Operations Analyst to join our Revenue Operations team. This role is ideal for someone early in their career who is eager to learn how marketing, sales, and customer success work together in a fast-paced SaaS environment. Reporting directly to Revenue Operations leadership, you will support the execution, measurement, and optimization of marketing programs and processes that drive pipeline and revenue growth. Key Responsibilities: Marketing Systems & Tools: Assist in managing and maintaining marketing automation platforms (e.g., HubSpot, Marketo, Pardot) and integrations with Salesforce. Support data hygiene, list uploads, and campaign set-up to ensure accurate targeting and segmentation. Campaign Execution Support: Partner with Marketing to track and report on campaign performance. Build dashboards and reports in Salesforce and/or BI tools to measure lead flow, funnel conversion, and ROI. Help monitor lead scoring, routing, and campaign attribution processes. Data & Analytics Ensure marketing data accuracy by running regular audits and identifying areas for improvement. Support the Revenue Operations team in pipeline analysis and marketing contribution reporting. Assist with preparing monthly/quarterly business reviews (QBRs). Enablement & Collaboration: Work cross-functionally to ensure reporting aligns with training, onboarding, and productivity initiatives. Support leadership in preparing QBRs, board decks, and marketing funnel review sessions. Collaborate with Sales Operations to ensure proper attribution and lead-to-opportunity tracking. Process Optimization Document and maintain marketing operations processes and workflows. Provide support for testing and rolling out new tools, campaigns, or processes across the GTM team. Collaborate with Sales to ensure smooth lead handoff and alignment. Qualifications 2–3 years of experience in Marketing Operations, Sales Operations, or a related role (internships welcome). Familiarity with marketing automation tools (HubSpot, Marketo, Pardot) and CRM (Salesforce preferred). Strong Excel/Google Sheets skills; familiarity with reporting and data visualization tools is a plus. Work Structure: Red Oak values the energy and creativity that comes from working together in person. To support this cultural element, this hybrid role is based out of our Cedar Park HQ with a minimum of 3 days (Tuesday-Thursday) in the office each week. Join Us: • Exposure to the full GTM funnel—sales, marketing, and client success. • Mentorship from experienced Revenue Operations leaders. • Opportunity to gain hands-on experience with industry-standard SaaS tools and processes. • Clear career growth path into Marketing Operations, Sales Operations, or broader RevOps roles.

Manage and mentor software engineers, lead agile delivery of product initiatives, establish frontend best practices, coordinate releases, and oversee security and budget for the engineering department. | 7+ years in software development leadership with frontend focus, 3+ years managing teams, strong communication, strategic thinking, budgeting skills, and DevOps experience preferred. | Objectives: We are seeking a dynamic and experienced Engineering Manager to join our Application Development Team. The ideal candidate will be a strategic thinker with experience in managing and mentoring software developers while guiding them through our agile development process with the Product Team. As Engineering Manager, you will balance strategic leadership with hands-on development responsibilities, ensuring the continued scalability and efficiency of the Engineering department at Red Oak. In this role, you will direct our product development teams in the delivery of software in support of the company’s products. We are building UI discipline, QA automation and expanding DevOps as we scale up and you will play a part in ensuring these aspects of our development team mature incrementally. This is a unique opportunity to contribute to building a strong foundation for the future. Key Responsibilities: Functional Responsibilities. Work in a fast paced, agile environment, collaborating with stakeholders and Product Management. Manage delivery of initiatives and sprints based on the Product Roadmap. Translate business objectives clearly and develop team strategies to support. Establish best practices for frontend software development at Red Oak. Coordinate development, test, and production release of new features. Coordinate maintenance activities required to support existing features. Research and recommend software products to support new development. Track and report on key performance indicators and metrics for all phases of delivery in support of the development process and continuous improvement. Escalate issues, risks, and changes in a timely, structured manner. Identify process gaps and build capabilities to grow and improve. Collaborate with senior staff and architects on continually improving systems architecture. Leadership & Management. Manage, coach and mentor a team of software engineers. Work closely with the Tech and Product Teams on new feature requirements. Conduct performance appraisals and perform salary administration. Recruit and hire new staff members. Develop the capabilities and skill levels of the Engineering Team to ensure career growth opportunities. Provide regular reporting on projects, resources and state of the department. Develop and manage the department budget, ensuring cost-effective solutions and resource allocation. Security & Compliance. Ensure the security of the Red Oak application, implementing best practices and development protocols to safeguard against threats. Conduct regular security training for the engineering team (annual and upon hire). Skills & Qualifications 7+ years of experience in software development in a leadership role with emphasis on frontend development. 3+ years of experience managing a team of employees. Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization. A strategic thinker with strong problem-solving abilities and a hands-on approach to leadership. Budgeting and financial management skills. Experience leading DevOps initiatives is a plus.