Sales & Marketing Operations Specialist

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 401k with employer matching, paid holidays, Life and Disability Insurance, and additional supplemental products.

SMG is seeking a Sales & Marketing Operations Specialist.

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 HubSpot—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.

Essential Functions and Basic Duties

1. System Administration and Tech Stack Ownership (50%)

• Administer day-to-day operations of Salesforce and HubSpot, including user setup, roles, permissions, object configuration, workflows/flows, reports, and dashboards.
• Maintain integrations with Sales Enablement and Business Intelligence tools such as ZoomInfo, LinkedIn Sales Navigator, Power BI, Conga Composer, Conga Sign, etc.
• Ensure data integrity through validation rules, duplicate management, and hygiene initiatives.
• Monitor releases and enhancements across platforms (Salesforce, HubSpot) 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.

2. 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, providing insights to drive improved performance.
• Support territory planning, account segmentation, and quota setting.

3. Marketing Operations (25%)

• Manage HubSpot campaigns, workflows, and lead scoring to ensure accurate lead capture, qualification, and routing to Salesforce.
• Build dashboards and reports for campaign attribution, ROI, and funnel conversion metrics.
• Optimize integration between HubSpot and Salesforce to ensure seamless lead handoff.
• Support the marketing team with automation, segmentation, and campaign performance analysis.

4. Cross-Functional Collaboration and Enablement

• Act as the connective point between sales, marketing, and operations ensuring systems and processes align with business needs.
• Train sales and marketing teams on systems, dashboards, and process best practices.
• Provide ongoing support and documentation for end-users.

PERFORMANCE MEASUREMENTS

• High adoption and satisfaction with Salesforce, HubSpot, 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.

Requirements

• Bachelor's degree in business, marketing, analytics, or IT-related field.
• 3–5 years in Sales, Marketing, or RevOps operations roles with hands-on Salesforce and HubSpot administration experience.
• Strong proficiency in Salesforce (Flows, reports, dashboards) and HubSpot.
• Experience with Sales Intelligence and Enablement Tools (ZoomInfo, LinkedIn Sales Navigator, Conga Sign, Conga Composer, etc.)
• Experience with Business Intelligence Tools (Power BI, Tableau, etc.) or integrations utilizing iPAAS (Commercient, 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 to work across IT, sales, marketing, operations and finance teams.
• Detail-oriented with the ability to manage multiple priorities simultaneously.

Physical Demands of the job may include:

• Moving about long distances. Ascending and descending stairs.
• Prolonged periods sitting at a desk and working on a computer.
• Manual dexterity is needed for typing and other repetitive tasks.
• Must be able to speak in an accurate and detailed manner on the phone or in person.
• Wearing personal protective gear correctly when required.

Join an elite group of Safety Professionals

SMG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.