Sales & Marketing Operations Specialist

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SMG is a nationally recognized professional service organization that provides workplace safety consulting, training, staffing, program planning, and implementation. We offer a comprehensive benefits package that includes medical, dental, vision, flexible spending, a 401(k) with employer matching, paid holidays, life and disability insurance, and additional supplemental products.

The Sales & Marketing Operations Specialist plays a dual role, combining technical expertise with process optimization to support and enhance core revenue operations. This hybrid position dedicates approximately 50% of its time to the technical administration and integration of key platforms—primarily Salesforce and Hub Spot—while also leveraging tools for sales enablement and business intelligence. The remaining 50% focuses on streamlining processes, generating insightful reports, and driving operational efficiency across the sales and marketing teams.

This role is essential in ensuring that systems and workflows are aligned to support strategic growth and performance.

• System Administration and Tech Stack Ownership (50%) – Administer day‑to‑day operations of Salesforce and Hub Spot, including user setup, roles, permissions, object configuration, workflows, reports, and dashboards.
• Maintain integrations with sales enablement and business intelligence tools such as Zoom Info, Linked In Sales Navigator, Power BI, Conga Composer, and Conga Sign.
• Ensure data integrity through validation rules, duplicate management, and hygiene initiatives.
• Monitor releases and enhancements across platforms (Salesforce, Hub Spot) and recommend improvements.
• Document system configurations, workflows, and integrations for transparency and scalability.
• Troubleshoot and resolve technical issues, escalating to partners or developers when needed.
• Sales Operations (25%) – Partner with sales leadership to optimize lead routing, opportunity governance, territory assignments, and forecasting processes, support sales team efficiency through reporting, dashboards, and CRM training, analyze pipeline and win/loss trends, and support territory planning, account segmentation, and quota setting.
• Marketing Operations (25%) – Manage Hub Spot campaigns, workflows, and lead scoring, build dashboards and reports for campaign attribution and ROI, optimize integration between Hub Spot and Salesforce, and support the marketing team with automation, segmentation, and campaign performance analysis.
• Cross‑Functional Collaboration and Enablement – Act as the connective point between sales, marketing, and operations, train teams on systems and dashboards, and provide ongoing support and documentation for end‑users.

• High adoption and satisfaction with Salesforce, Hub Spot, and integrated tools.
• Accurate, timely, and actionable reporting for sales and marketing leaders.
• Clean, reliable data across all revenue systems.
• Demonstrated efficiency gains in sales and marketing operations.

• Bachelor’s degree in business, marketing, analytics, or IT‑related field.
• 3–5 years in sales, marketing, or Rev Ops operations roles with hands‑on Salesforce and Hub Spot administration experience.
• Strong proficiency in Salesforce (Flows, reports, dashboards) and Hub Spot.
• Experience with sales intelligence and enablement tools (Zoom Info, Linked In Sales Navigator, Conga Sign, Conga Composer).
• Experience with business intelligence tools (Power BI, Tableau) or iPAAS integrations (Mulesoft, Zapier, etc.).
• Excellent analytical, problem‑solving, and troubleshooting skills.
• Ability to balance technical system administration with business process optimization.
• Strong communication and collaboration skills across IT, sales, marketing, operations, and finance.
• Detail‑oriented with ability to manage multiple priorities simultaneously.

• Moving long distances, ascending and descending stairs.
• Prolonged periods sitting at a desk and working on a computer.
• Manual dexterity for…