Email & Marketing Data Specialist

What you will do

Manage Salesforce–HubSpot Data Sync
Own the bidirectional data sync between Salesforce and HubSpot, ensuring leads, stages, and contact activity are accurately reflected across both systems at all times.

Build Automated Workflows & Drip Campaigns
Create and implement complex automated workflows and drip campaigns within HubSpot, leveraging Salesforce opportunity stages and custom object fields to trigger personalized content based on prospect journey and account status.

Architect Multi-Step Automations
Design, maintain, and optimize multi-step automation workflows driven by Salesforce object updates (Leads, Contacts, Opportunities, Custom Objects) to trigger HubSpot actions including email sends, enrollment, suppression, and branching logic.

Enforce Data Integrity
Develop and enforce data validation rules, field-mapping schemas, and sync logic to prevent duplication and maintain database integrity at scale.

Troubleshoot Integration Issues
Monitor, analyze, and troubleshoot API sync errors, integration logs, and workflow audit histories to diagnose systemic issues in record updates, field mismatches, sync delays, or permission-related failures.

Build Advanced Segmentation
Create precision-targeted segments using a combination of Salesforce report criteria and HubSpot behavioral data (events, timestamps, scoring attributes) for complex campaigns and automated journeys.

Manage Data Lifecycle
Own enrichment, deduplication, archival, and sunset automation processes to ensure long-term data quality and compliance within both platforms.

Build Content Pathways
Design conditional branching and content pathways that deliver the right message at the right time based on CRM and behavioral signals.

Maintain Workflow Version Control
Implement workflow version control to ensure updates to triggers, enrollment criteria, and dependencies do not disrupt active marketing and sales processes.

What we’re looking for

• 5–8 years of hands-on experience in marketing data management, email automation, and CRM integration
• Proficiency in HubSpot and Salesforce with a deep working knowledge of both platforms is required
• Experience with Google Analytics
• Strong understanding of CRM data architecture such as objects, fields, relationships, and sync logic
• Proven experience building complex automation workflows and drip campaigns
• Deep knowledge of API integrations, data mapping, and troubleshooting sync issues between systems
• Experience with behavioral segmentation and lifecycle-stage management
• Strong data hygiene instincts such as deduplication, enrichment, and compliance at scale
• Analytical mindset with the ability to dig into logs, audit trails, and data discrepancies to find root causes
• Excellent attention to detail and a process-driven approach to managing complex, interdependent systems
• Strong communication skills
• Ability to translate technical data concepts for marketing and sales stakeholders
• Experience in the financial services industry and/or B2B marketing environments is a plus

Compensation & Benefits

• Competitive Base Salary Range of $62,800 to $100,800
• Annual Incentive Compensation Eligibility – Up to 10% annually
• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC)
• Flexible Spending Account
• Lifestyle Spending Account
• 100% Company Paid Insurances: short-term and long-term disability, vision
• Voluntary Insurance: supplemental life, enhanced short- and long-term disability, Colonial Accident and Hospitalization
• Paid Maternity and Parental Leave
• Commuter Benefits
• LifeBalance Program
• Plum Benefits Discount Program
• Tuition Reimbursement: up to $5,000 annually
• Travel Reimbursement
• Paid Time Off and Sick Time
• Retirement Benefits: 401K with 25% match up to 6% of annual salary