Marketing Operations Specialist

Functional Responsibilities 

CRM & Integration Management 

• • Serve as the CRM integration SME—advising marketing, sales, and RevOps stakeholders on best practices for data structure, field governance, and system workflows. 

  • Own the configuration and ongoing optimization of integrations between HubSpot, Salesforce, and related martech platforms (routing tools, enrichment systems, ABM tools, and analytics platforms). 

  • Maintain field mappings, object relationships, and data sync rules to ensure accurate and reliable data flow across systems. 

  • Monitor and resolve sync errors, restricted picklist issues, workflow conflicts, and API-related failures. 

Workflow & Automation Architecture 

• • Oversee the development and maintenance of scalable automated workflows supporting lead lifecycle, scoring, segmentation, and routing. 

  • Partner with campaign managers and RevOps to ensure workflows align with GTM objectives and support accurate tracking and attribution. 

  • Implement data normalization and enrichment strategies to improve segmentation and reporting capabilities. 

Consultation & Continuous Improvement 

• • Act as a strategic consultant to cross-functional partners on integration dependencies, field design, and system-level impacts of new processes. 

  • Champion operational efficiency and data quality, promoting best practices across the marketing and sales organizations. 

  • Stay current on HubSpot, Salesforce, and martech ecosystem capabilities—proactively identifying enhancements for integrations, automation, and reporting. 

Email Marketing Support 

• • Process email campaign requests from the Integrated Marketing team 

  • Identify appropriate contacts for each campaign and build segmentations 

  • Analyze previous campaign to identify high engagement trends and send time optimization windows by audience segmentation; make this reporting available to Marketing leadership 

Cross-Functional Support 

Support Marketing Operations, Demand Generation, and RevOps teams with: 

• • Lead routing configuration and testing 

  • Data cleanup and enrichment requests 

  • Form field and object structure updates 

  • Lifecycle, scoring, or segmentation enhancements 

Role Requirements 

• • Bachelor's degree in Marketing, Advertising, Communications, Technology, Statistics or similar area of study. 

  • 2+ years of experience building and deploying marketing campaigns 

  • Experience in the following is preferred:  

  • • HubSpot 

    • Salesforce 

    • 6Senese 

    • ZoomInfo 

    • Chili Piper 

    • Gong 

• • Data-driven mindset; you should be comfortable working in a variety of BI and spreadsheet tools to manipulate data, measure campaign effectiveness, and make data-based decisions 

  • Excellent attention to detail and project management skills 

  • Self-driven desire to learn, research and test new opportunities within the growing digital landscape 

  • • Being resourceful is key to success in this role 

  • Strong problem-solving skills and an ability to adapt to new technologies 

  • Ability to foster collaborative relationships with other cross-functional teams 

  • Strong ability to navigate ambiguity and manage competing priorities 

  • Highly organized and works well within a demanding environment 

  • Excellent written, oral and presentation abilities - must be able to communicate complex ideas in both technical and user-friendly language 

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
 

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.