HubSpot & CRM Management
- Maintain CRM data integrity through regular cleanup, deduplication, and account merges.
- Create and manage custom properties, fields, and lists to support campaigns and reporting.
- Assist with account updates, territory changes, and recurring data uploads to keep records accurate.
Automation & Workflows
- Build, test, and optimize HubSpot workflows, sequences, and automations to support lead nurturing, scoring, and routing.
- Document workflow logic to ensure processes are consistent and scalable.
SDR Email Sequences & Prospecting:
- Build and manage SDR prospecting sequences in HubSpot (and related tools), ensuring accurate targeting, personalization, and compliance.
- Monitor sequence performance and provide insights to improve effectiveness.
- Partner with Sales leadership to refine messaging, cadence, and audience segmentation to maximize pipeline generation.
Lead Management & Inbound Support
- Manage inbound lead capture processes, ensuring leads are routed quickly and accurately.
- Oversee HubSpot chat functionality, including chatbot automations and live chat conversations.
Marketing Campaign Support
- Support execution of marketing emails, nurture programs, and event/webinar communications.
- Build and maintain segmented contact lists for campaigns and customer communications.
- Create landing pages and forms in HubSpot, ensuring they are integrated into workflows and reporting.
General Sales and Marketing Operations Support
- Provide cross-functional support for both Sales and Marketing teams as new needs to ensure smooth day-to-day operations across the go-to-market teams.
- Assist with special projects such as migrating data and processes from newly acquired companies into HubSpot.
- Help troubleshoot system or data issues.
Qualifications
- 2–4 years of experience in Marketing Operations, Sales Operations, or a related role (B2B SaaS experience preferred).
- Hands-on experience with HubSpot (certifications a plus) and familiarity with CRM best practices.
- Exposure to marketing automation, lead management, database management, and/or sales enablement workflows.
- Strong analytical skills with the ability to interpret data and make recommendations.
- Project management and organizational skills; able to balance multiple initiatives at once.
- Clear communicator with strong collaboration skills across marketing, sales, and customer success teams.
- Comfortable working independently, taking initiative, and troubleshooting issues.
- Awareness of data privacy, compliance, and best practices for managing customer data.