Marketing Operations & Automation Specialist — Dallas, TX

Marketing Operations & Automation Specialist

Location: Dallas Texas| Employment Type: Full-Time

Onsite with Friday's remote with the team

We have partnered with a client of ours who is seeking a Marketing Operations & Automation Specialist to help streamline and optimize the systems, technology, and processes that support a growing marketing organization. This individual will play a key role in improving how marketing projects are managed, workflows are executed, and technology is leveraged across content, social media, website operations, and internal team functions.

The ideal candidate is both process-oriented and tech-savvy, with hands-on experience using project management platforms, AI-powered tools, and workflow automation to improve efficiency and scalability. This person will take ownership of the team's •••••••• environment, develop streamlined operating procedures, identify opportunities for automation, and ensure systems and processes are being used effectively.

Working closely with marketing leadership and cross-functional partners, this role will help translate business needs into practical solutions, improve operational visibility, and establish consistent processes that allow the team to work more efficiently.

What You'll Be Responsible For

Marketing Operations & Workflow Management

• Develop and maintain structured processes for managing project requests, assignments, approvals, deadlines, and deliverables across the marketing team.

• Oversee workflow organization within ••••••••, including board structures, task ownership, timelines, dependencies, dashboards, and reporting.

• Evaluate incoming requests, assess priorities and resource availability, and help ensure projects stay on track.

• Identify inefficiencies, workflow bottlenecks, and opportunities to improve how work is assigned, tracked, and completed.

• Recommend and implement process improvements, including opportunities to consolidate, standardize, or automate existing workflows.

AI, Automation & Technology

• Identify and implement opportunities to incorporate AI and automation into everyday marketing operations.

• Build and improve automated workflows supporting content development, social media, website updates, events, reporting, and other marketing activities.

• Evaluate technology solutions, gather business requirements, and recommend tools or integrations that improve team productivity.

• Test automated processes, troubleshoot issues, and ensure workflows are functioning as intended before implementation.

• Establish appropriate review processes, permissions, documentation, and quality controls for AI-supported workflows.

• Act as the primary internal resource for •••••••• and connected marketing technologies.

• Help drive adoption of new tools and processes by developing documentation, providing training, and supporting team members.

Social Media Operations

• Manage the processes and systems supporting social media content intake, development, scheduling, publishing, and performance monitoring.

• Coordinate automated and manual publishing workflows based on platform requirements, content type, and approval needs.

• Monitor comments, messages, and audience activity while following established moderation and escalation guidelines.

• Identify recurring trends and opportunities to improve social media engagement, monitoring, and reporting practices.

• Maintain appropriate content review and approval procedures to ensure accuracy and consistency before publication.

Systems, Administration & Process Improvement

• Maintain organized systems for marketing assets, documentation, platform access, and information management.

• Review operational processes to identify gaps, assess potential risks, and implement corrective actions.

• Create and maintain standard operating procedures to support consistency and effective knowledge sharing.

• Partner with Finance, Procurement, IT, vendors, and internal stakeholders to address operational needs and resolve process-related issues.

• Support vendor management, purchase orders, invoice tracking, subscriptions, inventory, shipping, and company store operations.

• Monitor system access, platform ownership, renewals, and documentation to help maintain operational continuity.

• Look for opportunities to improve administrative processes through technology, automation, and better workflow design.

What We're Looking For

• 2+ years of experience in marketing operations, marketing project management, business operations, marketing technology, or a related field.

• Experience working with project management platforms and developing structured workflows, dashboards, task assignments, approvals, and reporting.

• Strong proficiency with •••••••• is highly preferred.

• Hands-on experience leveraging AI tools to improve business processes and day-to-day operations.

• Experience creating or managing workflow automations, system integrations, templates, dashboards, or no-code/low-code solutions.

• Familiarity with tools such as HubSpot, SharePoint, Microsoft 365, Teams, Outlook, Microsoft Copilot, Claude, Power Automate, or similar platforms.

• Strong technical troubleshooting and problem-solving skills, with the ability to learn new systems and identify practical solutions.

• Excellent organizational skills and the ability to manage multiple priorities in a fast-paced environment.

• A proactive mindset with the ability to work independently, take ownership of projects, and recommend improvements.

Nice to Have

• Experience supporting a global or geographically distributed marketing organization.

• Familiarity with procurement, vendor management, purchase orders, invoice processing, inventory, or marketing budget administration.

• Experience integrating project management tools with marketing platforms, content management systems, social media, or enterprise applications.

• Background training employees on new systems, technology platforms, AI tools, or process improvements.

• Knowledge of website management, social media operations, content approval workflows, marketing analytics, or digital asset management.

• Experience managing software subscriptions, user permissions, system audits, and records retention.

Why This Opportunity?

This is an excellent opportunity for someone who enjoys working at the intersection of marketing, technology, and operations. You'll have the opportunity to take ownership of important systems, introduce smarter ways of working, and make a measurable impact on how a marketing team operates.