Sales & Marketing Automation Specialist

About the Role

Key Responsibilities

• Manage and maintain the Salesforce and HubSpot CRM systems, including user setup, roles, profiles, permissions, customization, and integrations.
• Develop and maintain custom reports, dashboards, and automated workflows in Salesforce and HubSpot to support sales and marketing initiatives.
• Oversee data integrity activities to ensure the accuracy, completeness, deduplication, and data cleansing of customer, account, and opportunity data.
• Create and maintain sales and marketing reports and dashboards to track key performance metrics and provide insights to stakeholders.
• Create and maintain consumable and actionable interfaces for complex datasets, including product and account information.
• Monitor and troubleshoot integrations between systems, including ERP, CRM, and marketing automation.
• Provide training and support to sales and marketing teams on system usage, best practices, and troubleshooting issues.
• Continuously assess and optimize sales and marketing processes by leveraging system capabilities and create BOS documents to establish and document key processes.
• Collaborate with sales, marketing, and other team members to align automation strategies with business goals.
• Maintain documentation of system configurations, processes, and procedures.
• Liaise with system vendors and consultants.

Requirements

• 3+ years of managing go-to-market systems, including Salesforce and HubSpot.
• Experience with marketing automation tools such as workflows, process builder, and automation rules.
• Proven experience working with digital asset management, product information management, and other marketing technologies.
• Basic SQL, JavaScript, and HTML/CSS knowledge; Apex a plus.
• Experience with integrating complex business systems.
• Strong analytical skills with the ability to draw actionable insights from data.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on data accuracy and quality.
• Ability to prioritize tasks and manage multiple projects simultaneously in a fast-paced environment.

Nice to Have

• Relevant certifications in Salesforce Administrator/Advanced Administrator and HubSpot Automation certification.
• Experience with Oracle Fusion ERP and Oracle CPQ.
• Experience in the manufacturing or distribution industries.

Qualifications

• Bachelor's degree in computer science, information technology, marketing, business administration, or related field (preferred)

Benefits & Perks

• Competitive salary
• Health, Dental, and Vision insurance
• Prescription Plan
• 401(k) with company match
• Hybrid work environment
• Tuition Reimbursement
• Disability Plan
• Paid Vacation and 10 Holidays
• Health Club Reimbursement
• Bonus program
• Wellness program