About The Position

This role supports Insperity's Marketing and field sales teams with the day-to-day execution of Account Based Marketing and other go-to-market programs in Salesforce. Assists with marketing-generated and intent-based lead, contact and account data, including uploads, assignments, data quality and routine reporting. This role offers an opportunity to build experience across Marketing, Sales, analytics and data operations while helping approved marketing audiences move accurately into sales workflows.

Requirements

  • Bachelor's degree in Business, Marketing, Management Information Systems, Analytics or a related field, or four years of related work experience is preferred.
  • Previous experience or exposure to marketing, sales, analytics, CRM systems or data management is helpful but not required.
  • Working knowledge and general proficiency in Microsoft Office applications.
  • Familiarity with Salesforce or another CRM or willingness to learn.
  • Interest in building skills across Marketing, Sales operations, analytics and data
  • Basic analytical skills and an interest in reporting, data quality and business processes.
  • Clear communication and collaboration skills and ability to be adaptable and ask questions when needed.
  • Organizational skills, attention to detail, and ability to multi-task.
  • Ability to follow documented processes and solve problems.

Responsibilities

  • Assists with marketing-generated lead, contact and account creation, uploads, conversion, assignment and routing in Salesforce.
  • Helps operationalize approved audiences and account/contact lists for Account Based Marketing and other go-to-market programs.
  • Monitors lead and account routing and helps address assignment exceptions or delays.
  • Assists with lead, funnel and SLA reporting to support marketing-to-sales visibility.
  • Works with Marketing, segmentation resources, Sales Operations and field sales teams to support go-to-market initiatives.
  • Helps maintain CRM data quality through routine audits, duplicate review, cleanup and corrections.
  • Prepares and validates bulk data uploads, including field mapping, attribution and assignment checks.
  • Assists with monitoring data movement between Salesforce and integrated Marketing technologies and escalates issues as needed.
  • Applies documented territory, assignment and business rules to support lead and account processes.
  • Identifies and shares opportunities to improve data quality, processes and day-to-day efficiency.
  • Follows and helps document approved lead, account, campaign and data governance processes.
  • Supports clear ownership, handoffs and SLAs across Marketing, segmentation resources, Sales Operations and field sales teams.
  • Assists with troubleshooting routine marketing-to-sales data, routing and operational issues.
  • Applies developing technical and process knowledge to solve routine operational problems and support system testing.
  • Collaborates across Marketing, Sales, Analytics and other teams to support effective processes and technology use.
  • Provides responsive operational support to Marketing stakeholders, sales representatives and business partners.

Benefits

  • Generous paid time off
  • Top-tier medical, dental and vision benefits
  • Health & wellness support
  • Paid volunteer hours
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service