Marketing Operations Project Specialist

Suralink Inc; Provo (UT); À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Remote-friendly policy

Medical/vision/dental insurance

Flexible PTO and ten holidays

Community involvement

Résumé du poste

Suralink Inc. is seeking a HubSpot-focused Marketing Operations Specialist to run the systems, data, and reporting behind demand generation and pipeline. You will build workflows, maintain lists and properties, manage campaigns, and produce reports with accuracy.

Reporting to the Revenue Operations Manager, you will collaborate with Marketing and learn how revenue systems fit together, taking on more ownership as you grow. This remote-friendly role values data precision and process improvements.

Qualifications

• 2+ years in marketing operations
• Hands-on HubSpot experience building workflows, lists, properties, and reports
• Comfortable with spreadsheets and basic data work (pivot tables, lookups)
• HubSpot certifications such as Marketing Hub Software or Reporting are a plus
• Exposure to HubSpot custom objects, integrations, or data enrichment tools
• Interest in BI tools, SQL, or AI tools that speed up operations
• Strong data accuracy and ability to explain reports to non-technical teammates
• Remote-friendly environment and collaborative culture

Responsabilités

• Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets.
• Support end-to-end campaign and webinar operations, including lists, registrations, follow-ups, and data cleanup.
• Assist lead management and lifecycle processes; troubleshoot routing and lifecycle issues.
• Apply and QA attribution and UTM standards for accurate reporting.
• Support CRM administration: properties, pipeline hygiene, user issues, with Revenue Ops.
• Monitor HubSpot integrations with marketing tech and resolve data sync issues.
• Conduct regular data quality audits: duplicates, enrichment gaps, standardization, imports.
• Create HubSpot reports and dashboards for funnel, campaign, and pipeline performance.
• Document processes and configurations; train Marketing users on new features.
• 2+ years in marketing operations, plus hands-on HubSpot experience and clear communication.
• Interest in BI tools, SQL, or AI tools to speed up workflows.

Connaissances

HubSpot workflows

Data quality

Spreadsheet proficiency

Communication

Analytical thinking

Project management

Reporting

Outils

HubSpot

SQL

BI tools

Description du poste

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