r3 Consultant
Website:
r3consultant.com
Job details:
Marketing Auditor will be responsible for independently auditing end‑to‑end marketing and sales processes, identifying gaps, and recommending improvements in efficiency, compliance, and ROI.
Role Details
- Title: Marketing Auditor / Marketing & Sales Process Auditor
- Location: Noida
- Department: Marketing / Sales Excellence / Internal Audit
- Reporting to: Head – Marketing / Head – Sales / Internal Audit Lead
- Experience: 5+ years in marketing operations, sales operations, process excellence, or audit
- Employment type: Full-time
Role Summary
The Marketing Auditor will conduct systematic audits of marketing and sales activities, campaigns, funnels, and related systems to ensure processes are well‑defined, followed, and optimized for performance. The role involves reviewing SOPs, CRM/automation data, lead‑to‑closure flows, and governance mechanisms, and presenting clear findings and action plans to senior management.
Key Responsibilities
- Plan and execute audits of marketing processes, campaigns, and sales funnels as per the annual/quarterly audit plan.
- Review documentation of marketing strategy, annual plans, budgets, and performance targets to check alignment with organisational goals.
- Evaluate key marketing workflows (campaign planning, content approvals, lead capture, lead routing, scoring, nurturing, handover to sales) for clarity, control, and adherence.
- Audit sales process steps from enquiry/lead to closure (qualification, opportunity stages, proposal, negotiation, win/loss) to ensure SOPs are defined and followed.
- Analyse CRM and marketing automation data (pipeline, conversion rates, TATs, SLA adherence, activity logs) to identify leakages, bottlenecks, and non‑compliance.
- Assess usage and integration of tools (CRM, marketing automation, analytics platforms) with defined processes and reports.
- Review quality and accuracy of key records: campaign metadata, lead source tagging, customer/contact data, opportunity fields, and sales documentation.
- Evaluate control mechanisms around approvals, pricing/discounts, offer communication, and customer communication templates.
- Conduct interviews and workshops with marketing, inside‑sales, and field‑sales teams to understand “as‑is” practices vs documented processes.
- Identify process risks (e.g., data quality, mis‑routing leads, poor follow‑up cadence, uncontrolled discounts) and recommend mitigation actions.
- Prepare structured audit reports with observations, root‑cause analysis, risk assessment, and prioritized recommendations.
- Present findings to functional heads, agree on corrective action plans, and track implementation and re‑testing.
- Support creation/updation of marketing and sales SOPs, checklists, and governance dashboards based on audit insights.
- Periodically benchmark internal processes against best practices in marketing and sales operations and suggest improvements.
Required Skills and Competencies
- Strong understanding of B2B/B2C marketing processes, sales cycles, and funnel metrics.
- Experience in process audit, internal audit, quality, or process excellence (Six Sigma / ISO / internal controls) is preferred.
- Hands‑on exposure to CRM systems (e.g., Salesforce, HubSpot, Zoho) and marketing tools (email automation, campaign analytics, web analytics).
- Strong analytical skills; ability to work with large data sets, dashboards, and reports to derive meaningful insights.
- Good understanding of lead management, pipeline management, and sales cadence best practices.
- Excellent documentation and report‑writing skills; ability to present complex findings in simple, actionable language.
- Stakeholder management skills to work with marketing heads, sales leaders, and operations teams and drive closure on audit actions.
- Detail‑orientation, integrity, and ability to work independently with minimal supervision.
Qualifications
- Graduate in Marketing, Business Administration, Commerce, or related field; MBA/PGDM in Marketing/Operations is an advantage.
- 4–8 years of experience (adjustable) in marketing operations, sales operations, internal audit, or process excellence roles.
- Any certification in auditing, process excellence, or analytics (CIA, Six Sigma, ISO, etc.) will be an added plus.
Optional: Screening Pointers (for your internal use)
- Prior experience auditing or mapping end‑to‑end marketing/sales processes (not just campaign execution).
- Demonstrated examples of identifying process gaps and driving measurable improvements (e.g., higher conversion, faster TAT, better data quality).
- Comfort with interviewing senior stakeholders and challenging status‑quo in a constructive way
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