Marketing Operations and HubSpot Specialist

Marketing Operations And HubSpot Specialist

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Role Objective

The Marketing Operations and HubSpot Specialist owns the systems and processes that power the firm's marketing and sales funnel. This role ensures every lead is captured, tracked, nurtured, and handed off to the intake team without leakage. The Specialist manages CRM workflows, automations, lead scoring models, and dashboards, while providing actionable insights to leadership through weekly performance reports. Success in this role means smooth, efficient HubSpot operations that maximize ROI and enable predictable, data-driven growth.

Responsibilities

• Configure and maintain HubSpot to ensure every inbound lead is captured and tracked without gaps.
• Manage integrations between HubSpot and other tools (ads platforms, analytics, software) to ensure end-to-end tracking.
• Build, test, and optimize automated workflows for lead nurturing, follow-ups, and potential new client / client communications, ensuring that every lead receives timely, relevant communication.
• Develop and refine a lead scoring model that accurately prioritizes prospects for intake and sales.
• Maintain clean, deduplicated, and up-to-date records within HubSpot to ensure reliable reporting.
• Track each stage of the funnel (inquiry ? consultation ? signed case) to identify bottlenecks and leakage.
• Quickly identify and resolve CRM or automation issues, ensuring zero lead leakage and accurate reporting.
• Provide clear, accurate dashboards for leadership with CAC, conversion rates, lead volume, and performance.
• Translate metrics into clear insights and regular reporting.
• Deliver actionable recommendations based on data trends to improve funnel efficiency and conversion.
• Continuously improve systems to maximize efficiency and effectiveness.
• Collaborate with sales and marketing leaders to ensure workflows support operational needs.
• Identify and implement system enhancements that increase automation efficiency and reduce manual tasks.
• Train team members on HubSpot features and provide ongoing support to improve adoption and usage, clearly explaining technical processes to nontechnical team members.
• Ensure all CRM processes comply with data privacy laws and internal firm policies, connecting operational excellence to the firm's mission.
• Contribute to the development of firm standard operating procedures (SOPs) as related to marketing operations and HubSpot.
• Perform other duties as assigned.

Requirements