Marketing Operations - Budget Planning & Analytics Specialist

We’re in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry.

This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us.

THE ROLE

We are seeking a proactive and detail-oriented operation specialist to join Marketing Operations. This role owns end‑to‑end marketing budget operations in Allocadia and related systems, and leads the design and delivery of performance metrics, dashboards, and insights that guide investment decisions across Marketing. The ideal candidate combines strong financial acumen, marketing analytics expertise, and a proven ability to collaborate across Marketing, Finance, BI, Procurement, and GTM teams to drive operational excellence and data‑driven decision making.

WHAT YOU'LL DO

Steward and optimize marketing budget management

• Own day‑to‑day administration of Allocadia for Marketing, including user access, hierarchy management, and mapping of unmapped actuals and POs.

• Manage the Marketing Operations Team’sbudget to land within +/‑ 2% of target across fiscal periods through disciplined forecasting, reconciliation, and risk/opportunity management.

• Lead monthly and quarterly reconciliations between Allocadia and financial systems (e.g., SAP, Netsuite) to ensure data accuracy and alignment with AOP and Manager Targets.

• Investigate and resolve data discrepancies between Allocadia and financial systems, proactively troubleshooting issues with financial reporting, missing actuals, and system variances to ensure data integrity.

Lead systems integrations and process improvements

• Partner with Procurement, Finance, IT to design, test, and implement changes to PR/PO/actuals integrations (e.g., SAP/Netsuite to Allocadia), including new cost center and GL structures.

• Establish monitoring, UAT, and validation routines to prevent data misalignment that could impact reporting, financial close, or compliance.

• Identify and implement enhancements in Allocadia and related tools (e.g., Appsheet/Smartsheet, Salesforce) that improve spend tracking across regions, programs, and campaigns.

Drive campaign performance measurement and insights

• Design and evolve marketing performance frameworks and metrics (e.g., MIP, MIP‑Q, MIB, ROI, cost per eligible response, contacts per persona)

• Deliver recurring insights (monthly/quarterly) on campaign performance vs. plan, including YoY trends, target attainment, and optimization opportunities.

• Maintain and improve calculators and models (e.g., FMM, Global Program, top‑down investment models) that connect campaign investments to pipeline, bookings, and performance by theater, function, and campaign.

We are primarily an in-office environment and therefore, you will be expected to work from the Santa Clara office in compliance with Everpure's policies, unless you are on PTO, or work travel, or other approved leave.

WHAT YOU BRING

• Bachelor’s degree in Finance, Accounting, Business, Economics, Data Analytics, or a related field.

• 7–10+ years of experience in Business Operations, Finance or Marketing Analytics, with a strong focus on budget management and performance reporting.

• Hands-on expertise with Allocadia (or equivalent MRM) and financial systems (e.g., SAP, Netsuite), including integrations, reconciliations, and hierarchy management.

• Proven experience building executive dashboards and performance reports (e.g., Tableau, Looker, or similar BI tools).

• Strong analytical skills and attention to detail; able to connect financial, funnel, and campaign data into clear insights and recommendations.

• Excellent communication and stakeholder management skills; comfortable working with executive leadership and cross‑functional teams.

• Ability to manage multiple projects and deadlines in a fast‑paced, matrixed environment.

#LI-ONSITE

Salary ranges are determined based on role, level and location. For positions open to candidates in multiple geographical locations, the base salary range is reflective of the labor market across the applicable locations.

This role may be eligible for incentive pay and/or equity.

There is no application deadline and we accept applications on an ongoing basis until the job is filled.

The annual base salary range is:
$149,000—$224,000 USD

WHAT YOU CAN EXPECT FROM US:

• Innovation: We celebrate those who think critically, like a challenge, and aspire to be trailblazers.

• Growth: We give you the space and support to grow along with us and to contribute to something meaningful. We have been named Fortune's Best Workplaces in Technology™, Fortune's Best Workplaces in the Bay Area™, and certified as a Great Place to Work®!

• Team: We build each other up and set aside ego for the greater good.

And because we understand the value of bringing your full and best self to work, we offer a variety of perks to manage a healthy balance, including flexible time off, wellness resources, and company-sponsored team events. Check out purebenefits.com for more information.

ACCOMMODATIONS AND ACCESSIBILITY:

Candidates with disabilities may request accommodations for all aspects of our hiring process. For more on this, contact us at [email protected] if you’re invited to an interview.

OUR COMMITMENT TO A STRONG AND INCLUSIVE TEAM:

We’re forging a future where everyone finds their rightful place and where every voice matters. Where uniqueness isn’t just accepted but embraced. That’s why we are committed to fostering the growth and development of every person, cultivating a sense of community through our Employee Resource Groups and advocating for inclusive leadership.

Everpure is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other characteristic legally protected by the laws of the jurisdiction in which you are being considered for hire.

Join us and bring your best.

Bring your bold.

Pure and simple.