Marketing Operations Specialist

JOB TITLE: Marketing Operations Specialist

FLSA CLASSIFICATION: Exempt

DEPARTMENT: Marketing 

REPORTS TO: SVP of Marketing or Director of Growth

REVISION DATE: 09/09/2026

SUMMARY: As a Marketing Operations Specialist, you will play a crucial role in executing and optimizing the entire marketing tech stack for effective campaign delivery. You will actively engage with tools such as HubSpot, Clay, Qualified.com, and Salesforce to manage campaigns, ensure data integrity, and streamline automation workflows. In this position, you will closely collaborate with the Director of Growth Marketing to guarantee the systems are functioning at their best, monitor campaign performance, and translate real-time buyer insights into actionable tactics. Your contributions will be vital in establishing efficient processes that enhance campaign effectiveness and directly drive pipeline development.

DUTIES AND RESPONSIBILITIES:

• Under the supervision of marketing leadership, manage the day-to-day marketing tech stack.
• Build and maintain campaign objects in Salesforce/HubSpot, segment lists, and create workflows to support lead nurturing and optimize campaign performance.
• In collaboration with marketing leadership, establish a campaign reporting framework to support initiatives from ideation through to measurement.
• Own project management for the marketing organization, ensuring accuracy of projects, tasks, and timelines in ClickUp.
• Build emails, associate with proper campaigns, and maintain an email marketing calendar.
• Establish and maintain marketing reports in Salesforce.
• Set up Salesforce campaigns, associate segmentations, and ensure attribution accuracy.
• Assist in setting up and managing live and recorded webinars via Zoom, including registration tracking, follow-up emails, and post-event analytics.
• Assist the marketing team in properly using the marketing technology platforms.
• Help develop processes and analyses to measure and improve our efficacy and efficiency.
• In collaboration with BDR leadership, optimize Qualified.com, to ensure precise routing, lead capture, and engagement tracking.
• Ensure marketing and sales data is consistently synced across platforms (e.g., HubSpot and Salesforce) to maintain clean, actionable insights
• Support the execution and QA of marketing campaigns
• Assist with documenting marketing processes and playbooks to drive consistency and team enablement
• Collaborate with sales and BDR teams to ensure accurate campaign attribution, lead follow-up, and program feedback

SUPERVISORY RESPONSIBILITIES: 

This job has no supervisory responsibilities.

QUALIFICATIONS: 

• Minimum of 2 years of B2B marketing operations, preferably in SaaS.
• Bachelor's degree in business, Marketing, Supply Chain Management, or related field.
• Excellent verbal, virtual, and written communication skills, with the ability to effectively engage and influence senior-level executives.
• Familiarity with CRM software (e.g., Salesforce), sales automation tools, and other relevant technologies.
• Strong analytical and problem-solving abilities, with a data-driven approach to strategy and business development.
• Highly motivated, goal-oriented, and able to work independently as well as part of a team.
• Ability and aptitude to learn and retain product information as pertains to the solution.
• Can manage a diverse, high-volume workload; self-driven and open to being flexible.
• Ability to quickly build productive relationships in a fast-paced, high-performance environment.
• Well organized with effective time and activity management skills.
• Ability to apply entrepreneurial strengths in a driven, forward-thinking manner.
• Active listening to assess prospect needs and opportunities.
• Develop engagement with targeted prospects via research and a strategic/tailored approach.
• Able to exhibit empathy for other's problems and challenges.
• Natural curiosity to interface with others and ask questions.
• Self-starter who takes initiative to achieve goals.
• Optimistic, driven, resilient, persistent, and resourceful.
• Team player who is coachable and has an eagerness to learn.
• Competitive personality, able to handle rejection and move forward.
• Comfortable with ambiguity; highly adaptable to new circumstances.
• Requires willingness to travel domestically and internationally up to 15% of the time.

COMPETENCIES: 

• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Problem-Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

PHYSICAL DEMANDS AND WORK ENVIRONMENT: 

• Occasionally/Frequently/Continually required to sit
• Occasionally/Frequently/Continually required to utilize hand and finger dexterity
• Occasionally/Frequently/Continually required to talk or hear
• Occasionally/Frequently/Continually exposure to wet and/or humid conditions (non-weather)
• Occasionally/Frequently/Continually work near moving mechanical parts
• Occasionally/Frequently/Continually work in high, precarious places
• Occasionally/Frequently/Continually work around fumes, airborne particles, or toxic chemicals
• Occasionally/Frequently/Continually exposure to outside weather conditions
• Occasionally/Frequently/Continually exposure to extreme heat or cold (non-weather)
• Occasionally/Frequently/Continually exposure to bloodborne and airborne pathogens or infectious materials
• Specific vision abilities required by this job include Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus

The above is intended to describe the general content and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

ACKNOWLEDGMENT 

I have read the foregoing job description and understand the responsibilities of the job.

I agree that I am able to perform the essential duties of this position.

Manager Signature _____________ Date: _________________ 

Employee Signature ____________ Date: _________________

Benefits Summary:

• (Remote) Work from Home Structure
• Paid Time Off Programs
• Paid Sick Leave
• Paid Holidays
• Medical, Vision, Dental Voluntary Life Plans
• Critical Illness and Accident Policies
• 401(k) Retirement Plan