Marketing and Sales Operations Associate
2 weeks ago
- IRA w/Company Matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- Wellness resources
While this is a remote position you must be located in one of these areas: Texas, Georgia, Florida, South Carolina, North Carolina, Arkansas, Arizona, Tennessee, Pennsylvania, New York,, Alabama, or Illinois.
Are you a HubSpot expert who loves turning data, processes, and technology into real revenue impact? FINBOA is looking for a Marketing & Sales Operations Associate to drive operational excellence across our sales and marketing functions. In this role, you'll own the systems, data, workflows, and reporting that power our pipeline-and ensure our teams are aligned, efficient, and set up to grow.
This position is perfect for someone who thrives at the intersection of analytics, process, and technology, and wants to make a measurable difference in a fast-growing fintech environment
Why FINBOAFINBOA helps financial institutions automate and modernize critical processes. You'll work in a collaborative, fast-growing fintech environment where your work directly improves sales efficiency and revenue performance.
About the Role FINBOA is seeking a Marketing & Sales Operations Associate to support our sales and marketing teams through strong analytics, clean data management, and expert HubSpot administration. This role ensures campaigns, processes, and systems run smoothly to drive pipeline visibility and revenue growth.
Key Responsibilities
- Maintain clean, accurate data in HubSpot; manage imports, updates, and segmentation.
- Build dashboards and reports to provide insights on funnel performance, campaign ROI, and pipeline health.
- Create and optimize workflows for lead scoring, routing, and nurturing.
- Launch and refine email campaigns and sales sequences.
- Support sales with activity tracking, follow-up reminders, and proposal templates.
- Manage post-event lead processing and ROI tracking.
- Improve processes and ensure alignment across sales, marketing, product, and finance.
- 3+ years in marketing operations, sales operations, or revenue operations (SaaS/fintech preferred).
- Strong hands-on experience with HubSpot Sales Hub and Marketing Hub.
- Analytical mindset with ability to turn data into actionable insights.
- Experience with campaign follow-up, workflows, and reporting.
- Excellent communication, organization, and cross-functional collaboration skills.
Completive Salary and benefits. Apply today
Compensation: $69,000.00 - $85,000.00 per year
About FINBOA
FINBOA is a leading innovator in intelligent automation for community and regional banks and credit unions.
Leveraging more than 30 years of experience, FINBOA has created software solutions to reduce compliance cost and reputational risk by bringing together digital transformation, regulatory compliance, process automation and customer experience. Headquartered in Houston, FINBOA engages in partnership with financial institutions across the U. S. to achieve targeted business outcomes and peace of mind.
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