The Top 20 Habits of Highly Successful Marketing Operations Professionals

By: Matt Klepac, Vertify CEO and Founder

Here at Vertify we love our customers, from the companies, to the leaders, to the users of our solution set. We work with operations teams every single day, and it is the marketing operations team that is the engine powering successful marketing campaigns. 

We work with hundreds of marketing operations professionals from across the globe, and we have noticed that highly effective marketing operations professionals possess a unique set of habits that enable them to streamline processes, drive efficiency, and contribute significantly to the overall success of marketing efforts. 

So, let’s explore the top 20 habits of these dedicated and results-driven individuals.

  1. Strategic Thinking:

Highly successful marketing operations professionals think strategically. They align marketing activities with the organization’s goals and create long-term plans to achieve them. They play the long game and must see the forest through the trees. 

  1. Data Mastery:

Data is at the core of marketing operations. These professionals excel at collecting, analyzing, and interpreting data to make informed decisions and optimize campaigns. This is part of the reason why we work with so many marketing operations professionals. Systems like Vertify must be the system of record for marketing operations to master data.

  1. Process Optimization:

Efficiency is key in marketing operations. Successful professionals constantly review and improve processes to eliminate bottlenecks and reduce wastage of time and resources. 

Customer Video: Operations professional, Jake, embraces automation to optimize process

  1. Cross-Functional Collaboration:

Marketing operations often involve working with different teams. Successful ops professionals foster strong working relationships with various departments to ensure seamless execution.

  1. Technology Proficiency:

Marketing technology is ever-evolving. Highly successful marketing operations professionals stay up-to-date with the latest tools and platforms to leverage technology for better results. Here at Vertify, we encourage our users to join our RevOps Community so that they can collaborate and keep each other on their toes when it comes to tech proficiency.

  1. Attention to Detail:

The devil is in the details, and these professionals know it. They meticulously review campaigns, documents, and data to ensure accuracy and quality. I have worked across the revenue team landscape over my 18 year career, and I am here to tell you the best marketing operations professionals are the most detail oriented people within your organization. 

  1. Project Management:

Managing multiple projects simultaneously is a common task. Successful marketing operations professionals are skilled project managers who juggle priorities, allocate resources, and meet deadlines.

  1. Continuous Learning:

Ops professionals recognize the importance of staying updated in the rapidly changing marketing landscape. They seek out learning opportunities to expand their knowledge and skills. They know that continued learning is a must!

  1. Budget Management:

Effective budgeting is crucial for any marketing campaign. Successful ops professionals are adept at managing budgets, allocating resources wisely, and maximizing ROI. 

  1. Tracking Performance Metrics:

Key performance indicators (KPIs) guide marketing ops teams’ decisions. They track and analyze KPIs to evaluate campaign performance and make data-driven adjustments. The best MOPs live by their daily and weekly KPI scorecard. This is where accountability and decision making happens. 

  1. Flexibility:

Adaptability is vital in marketing operations. Successful ops professionals can pivot quickly in response to changing market conditions or unforeseen challenges. You must be agile and willing to not be married to any one idea or strategic direction.


  1. Communication Skills:

Clear and concise communication is a must. Great MOPs can convey complex information to both technical and non-technical team members effectively. In many cases, you must be both an interpreter and a translator of many different languages. 

Here at Vertify we like to refer to our solution as the United Nations of Data, translating data from multiple different languages in real time. MOPs must do the say internally amongst teams, reflecting their systems of record, Vertify. 

  1. Problem Solving:

Challenges are part of the job. These professionals tackle problems head-on, seeking innovative solutions to overcome obstacles. The best MOPs love problems. They look at them and say, “Good, let’s go solve it!” 

  1. Automation Champions:

Marketing operations professionals embrace automation tools to streamline repetitive tasks, reducing manual effort and minimizing errors. They know they can’t do it all themselves and they must scale. Automation enables scale. 

  1. Scalability Minded:

On the topic of enabling scale, good MOPs design processes and systems with scalability in mind. This ensures that marketing operations can grow alongside the organization’s needs.

  1. Documentation Wizards:

Highly successful professionals maintain thorough documentation of processes, guidelines, and best practices to ensure consistency and knowledge sharing across the organization.

  1. Risk Management:

Ops professionals anticipate potential risks and have contingency plans in place. This proactive approach minimizes disruptions to marketing initiatives.

  1. Time Management:

Efficient use of time is a priority. MOPs prioritize tasks and avoid distractions to make the most of their workday. The best MOPs mean business. They get to work and move with a sense of urgency. 

  1. Coaching and Mentorship:

Successful marketing operations professionals often mentor junior team members, sharing their knowledge and experience to help others grow. I have found that the best leaders work every day to train and empower their replacement. This is a sign of strength amongst MOPs. You win when the team wins. 

  1. Adaptation to Change:

Finally, marketing ops teams embrace change as an opportunity for growth. They are not afraid to challenge the status quo and introduce innovative ideas and processes. Just because something has been done a certain way for years, that does not mean it is the right way to do it. The best embrace new ideas and adapt with grace.

That’s a Wrap

Highly successful marketing operations professionals are the unsung heroes behind the scenes, driving efficiency and enabling marketing teams to achieve their goals. By embodying these 20 habits, you can navigate the complex world of marketing operations with finesse, contribute significantly to your organization’s success, and excel in your career in this dynamic field.

Vertify offers a broad suite of automated data integration solutions, complete with data cleaning tools and automated multidirectional integration between over 80 platforms, including multiple CRM integrations at scale. Vertify is the system of record for marketing operations professionals across the globe. Get started today, and see Vertify in action!