Sales & Marketing Operations Specialist

Safety Management Group, LLC•Indianapolis, IN

69d

About The Position

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.

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.

Responsibilities

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.
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.
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.
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.