Marketing Operations Specialist

Suralink Inc; Heber (UT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote-friendly policy

Medical/vision/dental insurance

Flexible PTO policy and ten holidays

Community involvement

Job summary

Suralink Inc. seeks a Marketing Operations Specialist to manage HubSpot workflows, lists, and reports, ensuring clean data and accurate attribution. You will support campaign operations and lead lifecycle management within a remote-first, fast-growing SaaS environment.

You will partner with Marketing and Revenue Operations, grow skills in BI and data enrichment, and help optimize our demand generation and pipeline reporting through HubSpot and related tools.

Qualifications

• 2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports.
• Comfortable with spreadsheets and basic data work (pivot tables, lookups, cleaning and importing data).
• Exposure to BI tools, SQL or AI tools that improve operational efficiency.
• HubSpot Academy certifications such as Marketing Hub Software or Reporting.

Responsibilities

• Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets.
• Support campaign and webinar operations end to end, including list builds and data cleanup.
• Manage lead lifecycle processes and troubleshoot routing and lifecycle issues.
• Apply and QA attribution and UTM standards for accurate reporting.
• Develop HubSpot reports and dashboards for funnel and pipeline performance.
• Document processes and train Marketing users on new features.

Skills

Analytical thinking

Clear written and verbal communication

Data accuracy

Detail-oriented

Customer obsessed

Education

HubSpot Academy certifications

SQL interest

Tools

HubSpot

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