Marketing Operations Specialist, Intake

About Lantern

Lantern is a specialty care platform dedicated to connecting individuals with top-tier healthcare providers nationwide when they need care the most. By creating a Network of Excellence featuring leading specialists in surgery, cancer treatment, infusions, and more, Lantern ensures outstanding care combined with notable cost savings for employers and their employees. Lantern also assigns each member a committed care team, including Care Advocates and nurses, supporting them through their entire healthcare journey, facilitating their return to health, family, and work. With extensive specialist access across the nation, Lantern is trusted by major employers to serve over 6 million members. Visit lanterncare.com for more information.

Our Values and Culture

• You prioritize logical decision-making and understand the importance of steady progress to drive change, maintaining focus on content execution amid a fast-moving environment while celebrating achievements of all sizes.
• Inclusion is fundamental to your beliefs; you value diversity and wish to be part of a team with varied experiences and viewpoints, respecting individuality.
• You possess determination, ambition, and grit to confront significant challenges by generating innovative ideas supported by your team.
• You have a strong commitment to your customers, ensuring humanity remains central to all decisions, recognizing customers as the key motivation for positive impact.
• Your integrity guides you to pursue truthfulness rather than simply providing preferred answers.
• You flourish in collaborative team environments that foster innovation and change through partnership.

Role Overview

The Marketing Operations Specialist, Intake, will be a vital member of the Member Activation team, operating at the core of Lantern's two central member activation efforts. This position acts as the main intake hub for all incoming campaign and client activation requests. For the Awareness Program, you will manage the complete intake process for all campaign materials and customized member-facing content, ensuring approvals, packaging, and documentation are complete before passing requests to the Fulfillment Manager. In the Targeted Marketing Program, the role entails managing workflows focused on client readiness by coordinating approvals, tracking data review completion, and verifying readiness criteria prior to activation. This role involves extensive cross-team collaboration with Member Marketing, Client Success, Strategy, Brand, Data teams, and external partners, demanding excellent organizational skills, diligent follow-through, and the ability to handle multiple simultaneous tasks efficiently.

Location & Work Arrangement

This position requires a hybrid work schedule with a minimum of three days per week in-office, located in Dallas, TX, New York, or other Lantern hub offices.

Responsibilities

• Manage and oversee the entire intake queue, triaging requests and directing them to the appropriate team members.
• Review incoming submissions for completeness and precision, following up with requestors to gather missing information before forwarding.
• Confirm all client prerequisites and approvals are secured before handing off tasks to fulfillment for both standard and bespoke campaigns.
• Actively pursue and track pending campaign approvals, collaborating with internal teams and Client Success to prevent delays.
• Continuously enhance intake processes, including forms, templates, and workflow documentation, aiming to improve consistency and minimize unnecessary iterations.
• Supervise daily updates to the tracking board covering client authorization through readiness for activation.
• Maintain comprehensive documentation of client approvals, managing approval workflows primarily via Salesforce.
• Report on intake volumes, turnaround times, and operational trends, highlighting backlogs and capacity issues to the Program Manager.
• Contribute to weekly status meetings by reporting on progress, addressing bottlenecks, and forecasting workload volumes.
• Support process improvement initiatives and assist the Marketing Operations team in developing scalable, repeatable procedures as demands grow.

Required Qualifications

• Bachelor's degree in Marketing, Business, Communications, or an equivalent relevant background.
• 2 to 3 years’ experience in marketing operations, project coordination, or related fields.
• Proven ability managing high-volume intake workflows, approval tracking, or request management systems.
• Familiarity with project or work management platforms such as Monday.com or equivalents.
• Strong written communication skills comfortable with stakeholder engagement at all organizational levels and routing requests with clear, comprehensive information.
• Excellent attention to detail with the capacity to oversee multiple parallel requests without sacrificing accuracy or timeliness.
• Knowledge of CRM or marketing automation tools like Salesforce or Salesforce Marketing Cloud is advantageous.
• Experience in cross-functional marketing teams within healthcare, employee benefits, or business-to-business sectors is a plus.

Preferred Candidate Traits

• Exceptional organizational ability and systematic handling of numerous concurrent requests and approvals.
• Proactive communication style with strong ownership of task completion.
• Confidence in enforcing intake standards, asking precise clarifying questions before task delegation, and maintaining a high accuracy threshold.
• Skill in identifying process efficiencies to reduce turnaround times and remove obstacles.
• Excel in connector roles by establishing trust throughout cross-functional teams while ensuring consistent workflow advancement.

Benefits

• Medical, dental, and vision insurance coverage
• Short and long-term disability protection
• Life insurance
• 401(k) retirement plan with company matching
• Paid time off
• Paid parental leave

Equal Opportunity Employer

Lantern is committed to providing equal employment opportunities without regard to race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other legally protected status.