Marketing Operations Project Specialist

Suralink Inc; Heber (UT); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote-friendly policy

Medical/vision/dental insurance

Flexible PTO; ten paid holidays

Community involvement

Job summary

Suralink Inc. is seeking a HubSpot-focused Marketing Operations Specialist to manage workflows, lists, and reporting in HubSpot, ensuring data cleanliness and strong campaign operations.

You will work with the Revenue Operations Manager and Marketing teams to build scalable processes and improve pipeline visibility. Ideal candidates have 2+ years in marketing operations, solid HubSpot experience, and comfort with data tasks in spreadsheets.

Qualifications

• 2+ years in marketing operations, including HubSpot workflows and reporting.
• Solid HubSpot foundation; ability to build workflows, lists, properties, and reports.
• Proficient with spreadsheets; data cleaning, pivots, lookups.
• Clear written and verbal communication; document processes for non-technical teammates.
• HubSpot Academy certifications (Marketing Hub or Reporting) or equivalent experience.
• Exposure to HubSpot custom objects, integrations, or data enrichment tools.
• Interest in BI tools, SQL, or AI tools to speed up workflows.
• High standards for data accuracy and consistency; proactive in identifying issues.
• Analytical thinking; able to explain what reports show and answer questions.
• Strong follow-through and collaborative mindset; customer-focused.

Responsibilities

• Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets per standards.
• Support campaign and webinar operations end-to-end, including registration, follow-up, and data cleanup.
• Assist lead management and lifecycle stages; escalate routing or lifecycle changes as needed.
• Apply attribution and UTM standards to keep source data accurate and reportable.
• Assist Marketing CRM administration: properties, pipeline hygiene, and user issues.
• Monitor HubSpot integrations with marketing tech; help resolve data sync issues.
• Run regular data quality audits: duplicates, enrichment gaps, standardization, imports.
• Create and maintain HubSpot reports and dashboards for funnel and pipeline performance.
• Document processes and configurations; train Marketing users on changes.

Skills

HubSpot

Data quality

Communication

SQL basics

BI interest

Tools

HubSpot

BI tools

SQL

Job description

Suralink® is the agentic automation platform for accounting professionals and their clients, leading the global charge in AI-driven accounting technology. As the leading AI platform for accounting firms, Suralink serves more than 50% of the top 100 enterprise accounting firms in the United States and has over 800,000 users globally. Our mission is to empower the people we serve to redefine the meaning of efficiency in the accounting technology industry. Our award-winning SaaS platform was built for CPA firms, providing a simple, secure way to manage audit, tax, and advisory engagements.

Recognized for growth, innovation, and culture, we foster a highly collaborative, remote-first environment where exceptional, motivated professionals can make a meaningful impact. If you're passionate about building relationships and driving growth at a fast-growing SaaS company, we'd love to talk with you

We are looking for a HubSpot-focused Marketing Operations Specialist to help run the systems, data, and reporting behind our demand generation and pipeline. Day to day, you will build and maintain workflows, lists, and campaign operations in HubSpot, keep our data clean, and produce the reporting Marketing relies on. This role is a good fit for someone with a solid HubSpot foundation who wants to build their skills in marketing operations and take on more strategic work over time.

Reporting directly to the Revenue Operations Manager, you will work closely with Marketing, learn how our revenue systems fit together, and take on more ownership as you grow in the role.

Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets, following our established standards and naming conventions

Support campaign and webinar operations end to end, including list builds, registration and follow-up workflows, and post-event data cleanup

Support lead management and lifecycle stage processes, and troubleshoot routing and lifecycle issues as they come up, escalating changes to routing rules or lifecycle definitions to the Revenue Operations Manager

Apply and QA our attribution and UTM standards so source data stays accurate and reportable

Support Marketing with CRM administration, including property requests, pipeline and deal stage hygiene, and user issues, in partnership with the Revenue Operations Manager

Monitor integrations between HubSpot and our marketing tech stack, and flag and help resolve data sync issues

Run regular data quality audits covering duplicates, enrichment gaps, standardization, and imports

Build and maintain HubSpot reports and dashboards for funnel, campaign, and pipeline performance, and flag trends or anomalies to the team

Document processes and system configurations, and help train Marketing users on new features and process changes

2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports

Working experience building HubSpot workflows, lists, properties, and reports

Comfortable in spreadsheets and with basic data work such as pivot tables, lookups, and cleaning and importing data

Clear written and verbal communication, including documenting processes and explaining your work to non-technical teammates

HubSpot Academy certifications, such as Marketing Hub Software or Reporting

Exposure to HubSpot custom objects, integrations, or data enrichment tools

Interest in BI tools, SQL, or AI tools that make operational work faster

Holds a high bar for data accuracy and consistency, and catches issues before they reach a report.

Analytical Thinking: Uses data to answer questions, checks whether the numbers make sense, and can explain what a report shows.

Follows through on commitments, sees work through from request to finished result, and asks for help when stuck.

Customer Obsessed: We seek to understand those we serve deeply and are committed to serving them better than anyone else.

• Remote-friendly policy
• Medical/vision/dental insurance
• Flexible PTO policy and ten paid holidays
• Community involvement