Should I Join a Remote Marketing Operations Team?

Hi Jo,

I’m in the market for a new job, and so many of the marketing operations positions out there are for remote-first or international teams.

To be honest, I’m wary of joining a team where I don’t get to meet up with people in person (I haven’t had the best experience working remotely during the pandemic) and I’m not sure I have the bandwidth to onboard into a brand new company from afar.

Am I making too big a deal out of this?

Thanks,

Fretting Frankie

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Hey, Frankie. First things first: your job is a big deal, and you’re more than allowed to ask these questions as you try to find the right one. 

You also aren’t alone with these sentiments. In a recent post, I talked to recruiters about the benefits of building a team with people from all over the world.

But, looking at your question, I’m hearing you say that you don’t think remote work is the right fit for you. Have you ever stopped to ask yourself why that might be? 

 

A better work/life balance

For generations, we’ve been conditioned to believe that we can only be productive in the office, surrounded by our colleagues. But is that really true?

For me, the fact that I can more easily weave in and out of my work and home lives makes me much more productive in both areas. If I ever get five minutes between meetings, I can put on a load of laundry instead of just waiting around at my desk. 

 

Managing the social aspect

Another concern might be the social aspect—and I hear you.

It can be hard to imagine how you replace casual water-cooler conversations with text on a screen, but just because it’s different doesn’t mean it isn’t effective.

Slack and all its various integrations (does anyone else use the giphy randomizer?) make it easy to:

  • communicate your insights
  • share style of humor, and
  • meet new people on other teams.

Every day, I see people take advantage of these tools to build relationships both within and outside the professional setting.

Not only that, but joining a remote team helps youexpand your network outside your region. That’s particularly valuable for the marketing operations industry, which has such widespread expertise.

 

Rent office space

Now, if you’re someone who can’t imagine working at home because you live in a small apartment with your very loud roommate, who also works from home, that shouldn’t stop you from looking at remote positions.

Companies taking a remote-first approach are really looking for the best possible candidates, and if that means providing a stipend so that you can rent a small office, I’m sure they’ll find a way to make that happen.

We’re in an unprecedented time in the workforce, and you should never be afraid to ask for what you need to have an optimal work experience. 

 

Look at the company culture

Another important thing to remember is that your aversion to remote work might be based on working with your current employer, who had to scramble to figure out remote work during the pandemic.

For a lot of companies, the shift to remote work was messy (at best) and it left a lot of people disillusioned with the idea of joining decentralized teams.

Consider this: Leaders today have spent a lot more time thinking through what they can do to empower their distributed teams, supporting them with the right tools, policies, and processes. Don’t let that one experience put you off from testing out something different.

 

Lean on your MOps skills

You may be saying to yourself “OK, you’ve addressed a lot of my concerns, but am I equipped to join a new team remotely?”

I think you are.

The skills you need to succeed in a remote team are the same skills you need to be a good MOps professional:

  • proactivity
  • accountability
  • problem-solving, and
  • good communication.

As long as you’re able to proactively think about solutions to any problems that might arise, and communicate those solutions effectively, you’re golden. 

 

You’ve got this, 

Jo Pulse

P.S. RP. is a remote-first company with a great team and strong culture. And we’re hiring. Visit our careers page to see if there’s an opening that matches your skills.

Show Sales the Value of MOPs in a Constructive Way

Hey Joe,

I’m really frustrated with Sales right now! They just aren’t understanding what we do and how MOPs can really help them.

How do I express my frustration without getting emotional?

I want to share my thoughts but I need to do it in a constructive manner. How do I go about that?

Thanks,

Frustrated Frank

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Frank, this is a great question.

The fact that you’re looking for a constructive solution to this challenge speaks volumes.

So often, we see Sales and MOPs teams at odds with each other, even though they’re meant to be working towards the same goal: bringing in more qualified leads and new customers.

Taking the time to ensure your teams are on the same page and understand the value each of you bring to the table is a great first step.

 

Overcome the obstacle

I can’t tell you how many times I’ve had conversations with Sales team members who don’t have any insight into what we do and how we do it.

Just trying to get them to input data in a consistent way so that our marketing automation tools can work properly can feel like pulling teeth. This is particularly frustrating when you feel it’s your role to connect the dots between Sales and Marketing, and it doesn’t feel like you’re being heard.

There are a couple of ways you can share these thoughts with Sales in a constructive way.

1. Understand Sales’ challenges

1. Remember that your Sales team is likely dealing with their own frustrations and challenges. It’s worth knowing what these are before having a conversation with them.

They may be facing pressure from their director or have KPIs that run against your team’s, although that shouldn’t be the case.

All Sales and Marketing metrics should ladder up to a joint revenue goal, and if you feel that’s not happening or that your KPIs are at odds, then that’s an important conversation you should be having with your leadership.

2. Align your processes

2. Talk to Sales about your processes and how they align with theirs, but be careful how you address this.

One thing I’ve learned in my years working with different teams is that any time you question a process, people are bound to get a little defensive.

So, instead of asking ‘why aren’t we doing XYZ?’, you can reframe the question to ‘are we able to do XYZ?’.

This will open the door to a much more constructive and collaborative conversation—and it’ll inspire your Sales team to ask your team questions in the same way.

3. Show your value

Remember that sometimes actions speak louder than words. You know that MOPs can be a valuable partner to your Sales team, so show them:

  • Consider building out scoring models where Sales can identify prioritized personas and automatically receive the leads that are the most likely to convert.
  • Establish an automated system for passing on the right content at the right time to leads that are already engaged.
  • Develop processes that help MOPs and Marketing bridge the gap for MQLs during the nurture stage, without overwhelming them with information.
  • Showcase the different tools (e.g. social, targeted ads, event invites) that MOPs can deploy for engaged leads.

These are all things that will help build the partnership across the customer journey. If you need help implementing any of these tactics, let’s chat.

At the end of the day, it’s all about teamwork.

You’ve got this,
Joe Pulse.

How Can I Keep My Tech Stack Healthy?

Hi Joe,

I’m responsible for managing all the marketing tech in my organization. I ensure all the different tools run smoothly, and that we’re getting the most out of each purchase.

With teams across the organization using different tools in various ways, it gets difficult to keep our stack manageable where each piece fits its purpose.

Should companies audit their software stack? How can I ensure that we’re using tools in the best way possible?

I appreciate any advice for keeping a stack in good shape.

Thanks,

Tech Stack Tom

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Thanks for writing us, Tom.

Keeping your stack under control is a great project to prioritize. The more your organization grows, the harder it becomes to untie the knots.

To answer your first question: Yes, companies should definitely audit their software stack.

I’ve done tech audits in the past with companies of various sizes, and I’ve seen how messy things get without upkeep:

  • tools onboarded and forgotten about
  • broken integrations, and
  • teams using multiple different solutions to fulfill the same functions.

Without realizing it, you can sink real cash into redundant subscriptions, disjoint your data between all the different tools, and burn effort working around errors.

Some companies make peace with sunk costs. If the breaks in the chain aren’t too damaging, or the tool they have can at least do a passable job, they’re okay to ride out a contract.

My advice: Complacency doesn’t lead to improvements. Tools that work well and fit their purpose make your life easier and help the company perform better. That’s worth the time spent giving your stack a health check.

 

Optimize your tech stack:

Here are a few pieces of advice to keep your tech stack healthy.

 

Consolidate your tech stack:

If various teams use tools with significant overlap in what they offer, collapse these solutions, where possible, into one piece of tech.

It’s a tough sell when teams love their tool, but consolidation has clear benefits: lower costs, simpler management, and a reduced risk of breakage.

 

Centralize your tech stack:

Compile a list of resources available to everyone. Give a complete picture of the tools in the company and how each team uses them.

This helps curb redundant software purchases, highlighting any capability gaps to fill in your stack.

 

Audit your tech stack:

Talk to people around your organization about any problems they’re having and how they use the tools at their disposal.

You want to map out the purpose each tool fulfills in your company and how all the pieces of your stack connect.

Find answers to questions like these:

  • Can you solve one team’s problems with an existing tool used by another team?
  • What functions of current tools can you get greater mileage from?
  • Is a new tool the best solution? An audit provides answers to questions like these.

 

Prioritize your tech stack optimization plans:

When deciding where to optimize your stack, consider the balance of problems solved and the opportunities gained.

Whatever your priorities as a business are — boost revenue, decrease overhead, save on subscriptions, work more efficiently — think about changes that achieve your most pressing goals or solve multiple issues at once.

 

Consult your network:

You’ll run into situations where the right tool isn’t obvious.

Your best move is to ask your network if they have experience in similar situations.

The response from people you know and trust will likely be more relevant than answers in online discussions.

Plus, you’ll be able to solve the problem faster than if you approached sales reps at different providers.

You’ve got this, and if you need any help contact us.

Joe Pulse.

How Can I Progress My Career in MOPs?

Hey Jo,

I took the plunge and moved into marketing operations.

I have a product marketing background, and I was always interested in data and the technology that powers campaigns.

Beyond that, I’m still figuring out my longer-term career prospects. I’m not yet sure where I can specialize or what a more advanced role might look like.

How can I develop a successful career in MOPs? What skills and knowledge should I work on?

Thanks,

Long-Term Lou

Welcome to MOPs, Lou!

It sounds like you’ve noticed that this is a field without a set path of progression. People enter MOPs from all kinds of disciplines, and there’s no universal set of processes or chains of seniority that determine where you’ll go next.

I myself got into the field from a broader-based marketing role, where I grew interested in how tech can help marketers to create growth. Years later, I can say that this isn’t a static business—there are always new problems to solve, and new tools are constantly emerging to fill capability gaps.

 

“Success means taking initiative to own solutions, skills and knowledge.”

 

For that reason, success means taking the initiative to own the solutions, skills, and knowledge that grab your interest.

That said, some qualities and capabilities are fundamental to the role.

You’ll build systems and processes and spend time on technical specs and data flows, but you’ll also have to balance the needs of different voices in the company and advocate for solutions where everyone wins.

The strategic and commercial awareness you developed in product marketing is just as important as technical skills to performing well in MOPs.

 

Tips to grow a MOPs career

With those observations in mind, here are some tips to help you go the distance:

 

📚 Learn 1 marketing automation platform and 1 CRM system back-to-front:

These two platforms are the beating heart of your tech stack.

Look into trial versions and pay-as-you-go models to get started at a minimal cost.

Immerse yourself thoroughly, and you’ll gain a solid understanding of how everything fits together. Then, you can experiment with more secondary tools.

Read our column on Mastering Salesforce for more tips

 

💸 Take advantage of company training budgets:

Whether you’re looking to become certified in a platform or attend training workshops, your organization should allocate time for training and help you pay for classes.

Keep an eye on any qualifications and sessions you might be interested in and ask internally.

 

🤝 Build your network:

Product forums, user groups, and MOPs online communities are great opportunities to engage with people who have similar interests. Everyone’s learning as they go, so participating in discussions can help you build knowledge and relationships.

 

🧑‍🎓 Find a mentor:

When you start developing particular interests in MOPs, it’s worth asking for guidance from someone in the company who has specialized in that area.

This mentorship can help you pick up the right skills and perspectives to progress in your chosen direction.

 

📈 Get to the bottom line:

Breaking into senior management means shifting from gritty technical details to high-level organizational value.

That means knowing your business model, learning how marketing ops’ work impacts ROI and productivity, and speaking to different audiences with the right strategic versus technical framing.

 

🧭 Expand your horizons:

Changing environments every so often can result in valuable professional growth, and every person has a place that fits them.

Startups are made for creators and people who value breadth. Agencies let you gain lots of experience fast across different platforms.

If you’re someone who wants to refine and improve established processes, large companies are a good bet.

 
You’ve got this,

Jo Pulse

Sales Keeps Rejecting My MQLs. What Can I Do?

Hi Jo,

Sales and I are at a real disconnect. They keep rejecting my MQLs, and I’m not sure why.

The leads I’m passing over are all showing interest in our brand — downloading our campaign assets, visiting our pricing page — but Sales doesn’t think they’re valid. If that engagement isn’t valid, I’m not sure what is.

How can we get to the bottom of this? How can I make Sales understand that my MQLs are valid leads?

Thanks,
MQL Max.

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Max, I get that this is frustrating.

My marketing team spent months in a similar dynamic with Sales. We had what I considered sensible criteria for an MQL:

➡️ Active interactions with our campaigns.

➡️ Job titles and industries that line up with our target buyers.

Many of those leads would get rejected, which took me by surprise. Those leads seemed like golden opportunities for Sales to close deals – we drum up interest, they bring it over the finish line.

 

“Sales had a different idea
of what ‘qualified’ meant.”

 

Turns out, after having a chat, Sales had a different idea of what ‘qualified’ meant: ready to sign.

Here’s when we figured out the problem: We had two different definitions of a qualified lead, and no one talking to each other to establish common ground.

That joint conversation is crucial. You both need to agree on definitions. What makes a lead null, ready to nurture, qualified, and ready for Sales?

Figure out your processes, too. At what stage you’ll hand leads over to Sales, and how long Sales should take to give you feedback?

For more advice on aligning sales and marketing, download ‘The Roadmap to B2B Marketing Success.’

Open dialogue is the name of the game.

Sales’ expectations might have risen without you knowing it. Encourage people in both teams to explain their rationale for passing over, accepting, or rejecting leads. What’s the criteria? Why is or isn’t this lead valid? What’s missing?

 

“Continous feedback makes
for better collaboration.”

 

Continuous feedback makes for better collaboration. It’s easy to forget this when you’re not communicating, but Marketing and Sales are part of the same growth engine. You bring in leads for Sales to close deals—when the business brings in revenue, it’s a shared win for both of you.

All the more reason to meet in the middle.

Sales typically wants leads that are BANT qualified:

✅ The right budget for your pricing.

✅ Decision-making authority.

✅ Relevant needs.

✅ The timeline to make a purchase in the near future.

It’s not always viable for Marketing to tick all four boxes, so talk with Sales about how to make each other’s lives easier.

Establish answers to these questions to bridge the gaps:

👉 How can you optimize your campaigns to reliably gather that information?

👉 Which of those factors are the “must haves” and “nice-to-haves”?

👉 When can Sales continue the conversation?

For extra assurance: check out your reports.

Look at where leads are progressing, getting stuck, and dropping out of the funnel. Those patterns of behavior are good guidance for where to switch up your criteria for qualifying and passing over leads.

Ultimately, you want to have a formal conversation between Sales and Marketing at least once a month. The idea isn’t to change your lifecycle every time—that’ll throw your reports and processes into disarray—but to solve any problems with leads together and ensure you’re both on the same page.

After all, you’re both on Team Growth.

You’ve got this,
Jo Pulse.

P.S. If you liked this post, you might find our article ‘How Misaligned MOPs and Sales Ops Stifle Business Growth‘.