RevOps & Lifecycle Marketing Manager

About Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity As the first RevOps & Lifecycle Marketing Manager at Gridline, you will have a (near) blank canvas to strategize, architect, execute, and iterate our customer engagement engine from the ground up. This role is designed for a technical marketer who thrives on building rather than just managing. As the sole owner of our marketing automation strategy, your mission is to transform our outreach into a sophisticated, automated journey that scales alongside our growth. As such, you will be the primary authority on how we use our data to communicate with our customers (RIAs and GPs) and partners. You’ll spend your days designing the logic, building the workflows, ensuring CRM data integrity, and - ideally - also creating lifecycle content execute and iterate. This is an amazing opportunity to join Gridline at this inflection point, reporting directly to the Chief Growth Officer (CGO). In this role you will... Build the Engine: Manage the marketing "plumbing" by building complex automated workflows and segmentation logic directly within HubSpot Manage CRM Integrity: Partner with GTM leadership to maintain data hygiene, field architecture, and lead-routing rules within the CRM Own the Lifecycle Journey: Architect and execute end-to-end lifecycle programs, including onboarding, nurture sequences, and retention campaigns, to drive customer lifetime value Execute Campaigns: Be the voice of the brand by developing and deploying multi-channel communications (Email, In-App, etc.) that translate complex fintech capabilities into clear, actionable value for advisors Optimize Performance: Continuously run A/B tests on messaging and automation logic, using data to identify bottlenecks and improve funnel conversion rates Bridge Marketing, Sales, & Biz Ops: Serve as the technical expert for the marketing team, ensuring all tools integrate and report accurately, and set up the sales team for success Design Reporting Infrastructure: Build and maintain any relevant dashboards and forecasting models for sales, marketing, and leadership team You have... Experience: 4-7 years in RevOps, Lifecycle Marketing, CRM Management, or Marketing Operations, with a proven track record of building automated customer journeys in a B2B SaaS environment (Fintech is ideal but not required) Hard Skills: Mastery of CRM platforms (ideally HubSpot), Slack and Google Workspace integrations, and ideally experience ingesting leads from omnichannel marketing channels (e.g. Google Ads, LinkedIn Ads) Product Marketing: Experience with Product Marketing (positioning, content etc.) is ideal Education: Ideally a bachelor's or equivalent in related field Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote) We offer... Impact: The opportunity to join a Series A fintech at an high-growth inflection point Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training This salary range is one component of our total rewards package