Sales & Marketing Operations Specialist

POSITION SUMMARY

We're looking for a Sales & Marketing Operations Specialist to join our growing Sales Operations consulting team, supporting both internal initiatives and client-facing projects focused on improving sales, marketing, and revenue operations.

In this role, you'll work alongside Sales & Marketing Operations Consultants to help organizations optimize their CRM platforms, automate business processes, improve lead management, implement end-to-end tracking and attribution, and deliver meaningful reporting that drives better business decisions.

You'll support a variety of projects ranging from CRM optimization and data management to marketing technology implementations, analytics, AI-enabled workflows, and operational consulting.

CORE RESPONSIBILITIES

• Support the delivery of Sales & Marketing Operations consulting projects for internal teams and external clients.

• Configure, optimize, and maintain CRM platforms and related business systems (including HubSpot, Salesforce, Microsoft Dynamics, and similar technologies).

• Design and improve lead management processes, including lifecycle stages, lead routing, lead scoring, qualification frameworks, and sales handoff.

• Build and maintain reporting dashboards and executive-level analytics that provide actionable business insights.

• Implement and troubleshoot lead tracking, attribution, and conversion measurement across CRM, analytics, and advertising platforms.

• Configure and validate marketing and analytics platforms including Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, and similar technologies.

• Support campaign tracking through UTM strategies, conversion tracking, offline conversion imports, and CRM-to-ad platform integrations.

• Review CRM data quality and recommend improvements to data structure, automation, reporting, and operational processes.

• Assist with CRM implementations, migrations, system integrations, API connections, and data imports.

• Support marketing automation, email campaigns, nurture programs, and campaign operations.

• Research, enrich, and maintain company and contact data to improve CRM accuracy.

• Leverage AI tools and emerging technologies to improve operational efficiency, automate repetitive tasks, generate insights, and enhance client reporting.

• Participate in client discovery sessions, solution design, implementation, testing, documentation, and user acceptance.

• Develop process documentation, training materials, and implementation guides for both internal teams and clients.

• Collaborate with sales, marketing, client services, and technical teams to deliver operational improvements.

REQUIRED QUALIFICATIONS

• Minimum 2 years of experience in Sales Operations, Revenue Operations, CRM Administration, Marketing Operations, Digital Marketing, Analytics, or a related field.

• Experience working with CRM platforms such as HubSpot, Salesforce, Microsoft Dynamics, or similar systems.

• Experience with lead tracking, attribution, conversion measurement, and marketing analytics across CRM and digital marketing platforms.

• Familiarity with analytics and advertising platforms such as Google Analytics 4 (GA4), Google Tag Manager (GTM), Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads, or similar technologies.

• Understanding of CRM configuration, workflows, automation, reporting, and data management.

• Experience supporting marketing automation, lead management, or campaign operations.

• Familiarity with AI tools (such as ChatGPT, Claude, Copilot, Gemini, or similar) and an interest in applying AI to improve business processes and operational efficiency.

• Strong analytical and problem-solving skills with excellent attention to detail.

• Excellent written and verbal English communication skills.

• Ability to manage multiple projects and priorities in a fast-paced, client-focused environment.

PREFERRED QUALIFICATIONS

• Experience working directly with clients in a consulting or agency environment.

• Experience implementing or troubleshooting marketing attribution, conversion tracking, offline conversion imports, or CRM integrations with advertising platforms.

• Familiarity with CRM migrations, APIs, middleware, or automation platforms such as Zapier, Make, or Workato.

• Experience with reporting and BI tools such as Looker Studio, Power BI, Tableau, or CRM reporting.

• Familiarity with sales intelligence and enrichment platforms such as Apollo, ZoomInfo, LinkedIn Sales Navigator, or similar tools.

• Experience designing dashboards, KPI frameworks, or executive reporting.

• Demonstrated ability to identify opportunities for AI-driven automation and process improvement.