Sales & Marketing Operations Specialist

Safety Management Group, LLC•Indianapolis, IN

22h

About The Position

The Sales & Marketing Operations Specialist is responsible for managing and optimizing SMG’s core revenue systems, ensuring data integrity, and enabling efficient, scalable sales and marketing operations. This role sits at the center of Sales, Marketing, Product, and Operations, owning the infrastructure that supports pipeline development, forecasting, and performance visibility across the business. This individual will serve as the primary administrator of Salesforce, while also supporting HubSpot, Gong, and ERP system integrations (Accumatica). The role combines technical system ownership with business process optimization, ensuring that data is accurate, systems are aligned, and teams are equipped to execute effectively. Beyond system administration, the Sales & Marketing Operations Specialist will proactively analyze data to identify trends, gaps, and opportunities, supporting leadership in improving forecast accuracy, pipeline health, campaign performance, and overall commercial effectiveness. This role serves as a key partner to senior leadership, providing the data, systems, and insights that inform forecasting, pipeline strategy, and commercial decision-making across the business.

Requirements

Bachelor’s degree in business, marketing, analytics, information systems, or a related field
3–5+ years of experience in Sales Operations, Marketing Operations, or Revenue Operations roles
Strong hands-on experience with Salesforce (Salesforce Administrator experience required; certification preferred)
Experience working with HubSpot or similar marketing automation platforms
Familiarity with sales enablement tools (e.g., Gong) and ERP systems (e.g., Accumatica)
Experience managing CRM integrations and data flows across multiple systems
Strong understanding of sales processes, pipeline management, and forecasting methodologies
Experience building reports, dashboards, and performance analytics
Strong technical aptitude with the ability to manage and optimize complex systems
Systems thinker with an analytical mindset and the ability to translate data into actionable insights
High attention to detail, particularly around data accuracy and system integrity
Strong problem-solving skills and ability to troubleshoot system and process issues
Effective communication and collaboration skills across cross-functional teams
Ability to balance technical system administration with business process improvement
Strong organizational skills with the ability to manage multiple priorities simultaneously
High ownership, accountability, and a bias toward continuous improvement