Marketing Operations Specialist

Job Description Functional Responsibilities CRM & Integration Management

• Serve as the CRM integration SME-advising marketing, sales, and Rev Ops stakeholders on best practices for data structure, field governance, and system workflows.
• Own the configuration and ongoing optimization of integrations between Hub Spot, 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.

• Oversee the development and maintenance of scalable automated workflows supporting lead lifecycle, scoring, segmentation, and routing.
• Partner with campaign managers and Rev Ops 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.

• 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 Hub Spot, Salesforce, and martech ecosystem capabilities—proactively identifying enhancements for integrations, automation, and reporting.

• Process email campaign requests from the Integrated Marketing team.
• Identify appropriate contacts for each campaign and build segmentations.
• Analyze previous campaigns to identify high engagement trends and send‑time optimization windows by audience segmentation; make this reporting available to Marketing leadership.

• Lead routing configuration and testing.
• Data cleanup and enrichment requests.
• Form field and object structure updates.
• Lifecycle, scoring, or segmentation enhancements.

• 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:
  • Hub Spot
  • Salesforce
  • 6
    
    Senese
  • Zoom Info
  • Chili Piper
  • Gong
• Data‑driven mindset; comfortable working with 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

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…