Marketing Automation & Tracking Specialist
Join to apply for the Marketing Automation & Tracking Specialist role at Purpose Unlimited
Marketing Automation & Tracking Specialist
Join to apply for the Marketing Automation & Tracking Specialist role at Purpose Unlimited
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Purpose Unlimited i s an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform to address historically underserved market segments. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Role Summary :
We are seeking a Marketing Automation & Tracking Specialist to join our high-performing marketing team. This role is key to scaling our marketing automation capabilities, optimizing tracking and attribution, and building campaign infrastructure that supports lead generation and performance analysis.
This is a collaborative position designed to work in partnership with our internal Tech and Sales Ops teams. You'll help us bridge the gap between marketing strategy and technical execution, with a particular focus on HubSpot , Google Tag Manager , and landing page development .
Key Responsibilities :
- Manage and optimize marketing automation workflows and campaign execution across HubSpot and other platforms (e.g., ActiveCampaign, Salesforce Account Engagement).
- Build and maintain contact segmentation, lead nurturing flows, email journeys, and list management strategies.
- Collaborate with internal teams to align automation efforts with business and compliance requirements.
- Maintain clean data hygiene and effective tagging for segmentation and reporting.
- Own the marketing-side implementation of tracking strategies using Google Tag Manager (GTM), Google Analytics 4 (GA4), Matomo, and related tools.
- Create and manage tracking pixels (Google Ads, Meta, LinkedIn, etc.) and define event tracking requirements for campaigns.
- Collaborate with the development team to embed pixels and implement tracking changes requiring code updates.
- Conduct QA and troubleshooting of marketing tracking to ensure accurate and complete data collection.
Landing Page Content Management :
- Manage content updates for marketing landing pages using Webflow and / or Storyblok.
- Partner with the development team for any new components or code-level adjustments, adhering to defined processes.
- Ensure landing pages are optimized for mobile responsiveness, load speed, and on-page SEO.
- Support campaign-specific landing pages by ensuring timely and accurate content deployment.
Collaboration on Testing and Optimization :
- Work cross-functionally to define requirements for future A / B testing capabilities (e.g., landing pages, onboarding journeys).
- Collaborate with Product, Development, and Performance Marketing teams on planning and feature development to support future testing strategies.
Analytics & Reporting :
- Define key marketing metrics and data requirements in partnership with Marketing stakeholders and the Data team.
- Support the creation and ongoing maintenance of campaign performance dashboards and reporting views.
- Collaborate with engineering and analytics teams for data model support and deeper performance insights.
CRM and Lead Management Support :
- Support lead management processes, including campaign tagging, lead source tracking, and list preparation in Salesforce and marketing automation platforms.
- Work with internal teams to define and iterate on lead scoring criteria, with implementation support from Sales, Product, and Engineering.
- Ensure marketing touchpoints are consistently tracked and measured across the lead funnel.
Qualifications and Experience :
- 3–5 years of experience in Marketing Operations, Martech, or a similar role.
- Advanced experience with HubSpot Marketing Hub, including workflows, segmentation, and lead lifecycle management.
- Strong hands-on experience with Google Tag Manager (GTM), Google Analytics 4 (GA4), and pixel management.
- Familiarity with Matomo and additional analytics platforms used across multiple domains.
- Experience managing marketing content in CMS platforms such as Webflow and Storyblok (content-level only).
- Experience working collaboratively with development teams on technical marketing implementation.
- Solid understanding of marketing-to-CRM data flow and lead management best practices.
- Experience with Salesforce reporting and campaign management is a strong asset.
- Experience working in financial services or other regulated environments is preferred.
- Strong analytical skills, a data-driven mindset, and attention to detail.
- Familiarity with tools like Tally Forms and Meta Forms is an asset.
Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023, 2024 & 2025. Three times in a row!!!
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future – Generous Group RRSP matching and an optional TFSA program.
- We care about your development – We offer training opportunities and tuition support year-round.
Purpose Unlimited is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at [emailprotected] .
We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Information Technology, Marketing, and Engineering
Financial Services and Investment Management
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