Marketing Operations Specialist

Suralink Inc; United States; Remote; USD 65,000 - 98,000; Full time

Benefits offered by this job

Remote-friendly policy

Medical/vision/dental insurance

Flexible PTO and holidays

Parental leave

Professional development allowance

Community involvement

Job summary

Suralink Inc. seeks a HubSpot-focused Marketing Operations Specialist to manage workflows, lists, and campaigns in HubSpot, keep data clean, and deliver reporting essential to demand generation and pipeline growth.

The role reports to the Revenue Operations Manager and offers growth into more strategic operations. Ideal for someone with a solid HubSpot foundation aiming to expand into marketing ops leadership.

Qualifications

• 2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports
• Strong attention to detail and habit of checking work
• Comfortable with spreadsheets and basic data tasks (pivot, lookups, cleaning, importing)
• Clear written and verbal communication, including documenting processes for non-technical teammates

Responsibilities

• Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets per standards
• Support campaign and webinar operations end to end, including lists, registrations, follow-up workflows, and data cleanup
• Assist lead management and lifecycle processes; troubleshoot routing and lifecycle issues with Revenue Operations Manager
• Apply and QA attribution and UTM standards for accurate reporting
• Support CRM administration: properties, pipeline hygiene, user issues with Revenue Operations Manager
• Monitor HubSpot integrations and resolve data sync issues
• Run data quality audits: duplicates, enrichment gaps, standardization, imports
• Create HubSpot reports/dashboards for funnel and pipeline performance; flag trends
• Document processes and train marketing users on new features

Skills

HubSpot workflows

Data quality

Reporting and dashboards

Attention to detail

Communication

Pivot tables / data cleaning

BI tool interest

SQL (basic)

Education

HubSpot Academy certifications

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

Who we are looking for:

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.

Key Responsibilities

• 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

Experience and Professional Qualifications:

• 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

• Strong attention to detail and a habit of checking your own work

• 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

Additional Preferred Qualifications:

• HubSpot Academy certifications, such as Marketing Hub Software or Reporting

• Experience in a B2B SaaS environment

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

• Exposure to attribution, funnel reporting, or UTM tracking

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

Competencies

• Systems and Automation Orientation:Looks for ways to make repetitive work faster and more reliable through automation and better process.

• Attention to Detail: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.

• Communication:Explains their work clearly, keeps stakeholders updated on requests, and raises problems early.

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

• Curiosity and Coachability:Asks good questions, learns quickly, and uses feedback to get better.

At Suralink, our values guide everything we do:

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

• Passionately Motivated: We care about what we do, which drives us to work hard, show grit, and go above and beyond to achieve great outcomes.

• Constantly Improving: We are eager to learn and grow. Challenges are opportunities to innovate and enhance our solutions.

• Team Focused: We know that our success is built together. We support one another and celebrate team achievements.

• Highly Reliable: We demonstrate good judgment, honor our commitments, and are accountable for our results.

Why Suralink?

There’s a lot to love about working at Suralink! Here are a few of the benefits you can expect:

• Remote-friendly policy

• Medical/vision/dental insurance

• Flexible PTO policy and ten paid holidays

• Parental leave

• Professional development allowance

• Community involvement