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Sales & Marketing Operations Specialist

| Greater Boston Area


The Predictive Index (PI) is a technology company that gives business leaders access to the people science, data, and strategy they need to make objective hiring decisions, design great teams and culture, and reach their strategic business goals. PI has more than 7,000 customers, including Nissan, Citizens Bank, DocuSign, Subway, 47 Brand, Blue Cross Blue Shield, and Omni Hotels—across 142+ countries, and has undergone more than 500 validity studies.
Our team takes great pride in the power that PI has to positively impact and supercharge workplace relationships and culture - we are our own best case study. You’ll be part of a mission that inspires you, and you’ll be surrounded by fun, smart, motivated people day in and day out. Our company motto is “better work, better world,” and we take that to heart most of all when it comes to our own people.


We’re looking for a Sales & Marketing Operations Specialist who wants to spearhead our critical work around the sales automation process, including lead distribution and opportunity management. The ideal candidate is excited about digging in on sales and marketing data and reporting. Someone with a laser focus on details, excellent communication skills, and a strong analytical background can expect to be put in a position to succeed in this role.

You’ll be responsible for:

  • Lead processing & lead scoring – making sure our leads are accurately rated and properly distributed
  • Reporting & analysis – marketing and sales metrics are your wheelhouse, and you’ll be the expert on data like e.g. customer acquisition cost, cost per lead, and opportunity lifecycle
  • Supporting the development, implementation and management of field efficiency tools, including related training, communication, and support plans that influence adoption
  • Developing and implementing of Salesforce and Einstein Analytics reports and dashboards
  • Maintenance of database integrity and hygiene within Pardot and Salesforce, as well as third-party software
  • Guiding creation, with the Marketing Team, of landing pages and calls to action to encourage conversion and track the pipeline of website traffic to leads to closed business
  • Owning our testing process, from creation (A/B testing within Pardot for landing pages, copy, images, internal lead distribution methods, etc) to application of lessons learned
  • Communicating with, and assisting, our certified partners on leads & lead assignment

We think it’s important that you have:

    • Salesforce Administrator Certification required. Pardot Certification a plus!
    • 2+ years of operations experience on a marketing or sales team within a B2B software company using some, or all of: Google Analytics, Hubspot, Marketo, Pardot, Salesforce, Domo
  • Fastidious attention to detail – this is a job for someone who sweats the small stuff
  • Comfort with technology – it’s amazing if you have Pardot or HTML experience, but at heart, the most important thing is that you’re a fluent and fast learner of new tools
  • Impeccable communication skills, both written and verbal
  • Demonstrable background in analytics and statistics, i.e. defining, measuring, reporting, and analyzing KPI’s (experience with Einstein Analytics would be great!)
  • Ability to multi-task in a fast-paced environment
  • Business and marketing acumen

Those who excel at The Predictive Index are:

  • Cross-functional – at PI, we work as a team!
  • Smart – learn our systems and our industry quickly.
  • Energetic – we have a vibrant office, and when you’re on, you’re on
  • Driven – we are growing so you MUST be willing to roll up your sleeves.
  • Fun – because we work hard, we like to play hard - we hope you do too!

This position is based in our newly renovated office in Westwood, MA.

The Predictive Index is an Equal Opportunity Employer.

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Technology we use

  • Engineering
    • .NETLanguages
    • JavascriptLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • .NET CoreFrameworks


Our office is close to lots of restaurants and a huge shopping area! Just minutes from the Rt. 128 train station, we're commuter friendly to everyone!

An Insider's view of The Predictive Index

How would you describe the company’s work-life balance?

Employees have flexibility in where and how they work. I feel empowered to build a work-life model that reflects the needs of my life situation and still achieve maximum productivity. When my husband was ill, I was able to rearrange my schedule to care for him. PI offered me the flexibility to work at home so that I could balance family and career.


Localization Program Manager

What does your typical day look like?

I'd say a good third of a "typical" day is spent meeting with people to make sure our team is building the right stuff and in the right way. Another sixth my day is spent interviewing or thinking about hiring and onboarding since we’re growing so fast. The last half of my day is hopefully spent programming! Building cool stuff is my favorite!


Lead Software Engineer

How does the company support your career growth?

Career growth is at the center of this company. My manager appreciates when I have career conversations with him and proactively schedules a development meeting on a quarterly basis. We’re also growing quickly which is naturally creating opportunities for growth. Want proof? We’ve had 40 promotions in the last two years while having 115 employees!


Team Lead, Account Executives

What’s the vibe like in the office?

It’s vibrant and full of energy with animated discussions every direction you turn. It may sound weird, but it feels like there is knowledge in the air you breathe. You learn something new every day just by interacting with the talented people you work with.


UX Researcher

What are The Predictive Index Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
Performance Bonus
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
Game Room
Stocked Kitchen
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
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