Hubspot Marketing Operations Specialist

Charlotte, United States | Posted on 08/27/2025

We're migrating to Hub Spot in Q4 and need a Hub Spot expert to lead our digital marketing operations from day one. This isn't about learning on the job—we want someone who already knows Hub Spot inside and out.

Plot twist: We actually prefer candidates from outside wealth management. Fresh perspectives often drive the best results.

If you're a Hub Spot power user who understands sales funnels, lead flow, and campaign optimization, we want to talk—regardless of your industry background.

• Lead our Q4 Hub Spot implementation and ongoing optimization
• Build sophisticated workflows, lead scoring, and automation sequences
• Design and manage multi-touch digital campaigns across all channels
• Develop comprehensive reporting dashboards and performance analytics
• Create and execute targeted digital strategies to identify high-potential prospects
• Build and optimize landing pages, email sequences, and lead capture systems
• Research and implement new lead generation tools and channels
  
  Develop and maintain a robust, trackable prospect pipeline

• Design and execute outbound sales campaigns across email, social, and phone
• Monitor lead engagement metrics and continuously optimize conversion rates
• Collaborate with marketing team on content optimization for lead capture
• A/B test everything—campaigns, subject lines, landing pages, you name it
• Serve as first point of contact for inbound leads, professionally representing our firm
• Qualify leads using established criteria and route to appropriate advisor teams
• Facilitate smooth lead handoffs with full context and background
• Bridge the gap between marketing efforts and sales results

• 5+ years digital marketing, lead generation, or marketing operations experience
• Advanced Hub Spot expertise
  —you should know workflows, lead scoring, reporting, and automation like the back of your hand
• Proven track record of hitting or exceeding lead generation targets
• Deep understanding of sales funnels, lead qualification, and conversion optimization

• Proficiency with digital marketing tools: email marketing, paid ads, social media, SEO
• Experience with CRM management and data hygiene best practices
• Comfortable with marketing analytics and performance reporting
• Knowledge of lead scoring methodologies and qualification frameworks

• Self-motivated and results-driven
  —we need someone who takes ownership
• Excellent communicator
  —you'll present to leadership and interface with prospects
• Analytically minded
  —data should drive your decisions
• Process-oriented
  —you love creating systems that scale
• Collaborative
  —you'll work closely with advisors and marketing team

You won't just be managing campaigns—you'll be building the foundation of our digital growth strategy. As we scale, your Hub Spot expertise will be central to our success.

What we offer:

• Salary range: $100,000 - $115,000 based on experience
• Opportunity to build marketing operations from the ground up
• Work with cutting-edge marketing technology
• Remote/hybrid flexibility available
• Direct impact on company growth

• Bachelor's degree in Marketing, Business, or related field preferred
• 5-10 years relevant experience in digital marketing or marketing operations
• Industry experience not required
  —we value fresh perspectives

If you're a Hub Spot expert ready to take ownership of our entire digital marketing operations, we want to hear from you.

Please include:

• Specific examples of Hub Spot campaigns you've built and optimized
• Metrics from lead generation programs you've managed