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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM architecture and marketing operations, with a strong focus on Salesforce and HubSpot management, data integrity, and performance reporting. Capable of building and optimizing marketing programs while effectively collaborating with cross-functional teams.
Highest-signal resume keywords
Advanced Salesforce AdministrationDeep HubSpot ExperienceAttribution Models UnderstandingLead Source GovernanceMarTech Budget Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM ArchitectureLead RoutingData Integrity ProtectionFunnel ReportingA/B TestingWorkflow OptimizationValidation RulesCustom ObjectsPerformance ReportingOffline Conversion Tracking
Soft Skills
Cross-Functional CollaborationPresentation SkillsTraining and Mentoring
Tools & Technologies
SalesforceHubSpotLeanDataChili PiperGongGoogle SheetsZapierInstantlyUserGems
Certifications & Qualifications
HubSpot CertificationSalesforce Certification
Industry Keywords
B2B Go-To-Market SystemsMarketing OperationsRevenue OperationsMarTech StackData Loader
About the role
Key responsibilities & impact- Own CRM architecture across Salesforce and HubSpot, including objects, fields, validation rules, Flows, formula fields, page layouts, and sync logic
- Run end-to-end lead routing and scheduling across LeanData, Chili Piper, HubSpot, and Salesforce
- Own attribution strategy, source tracking, lead source governance, marketing influence tagging, and offline conversion tracking
- Report weekly and monthly on full-funnel performance, conversion rates, pacing, and year-over-year context
- Maintain the Growth Dashboard and MoM/QoQ trackers
- Protect data integrity through deduplication, email validation, enrichment, platform properties, and sync logic
- Own newsletters, promotional sends, nurture programs, segmentation, QA, scheduling, A/B testing, reporting, deliverability, and sender health
- Build and optimize inbound and outbound programs, workflows, suppression logic, and signal-based campaigns
- Manage the MarTech stack and budget, including audits, access, renewals, negotiations, consolidation, and spend forecasting
- Partner with marketing on campaigns, thought leadership, webinars, event lists, benchmark data, and Salesforce campaign setup
- Support sales and leadership with pipeline, channel influence, and spend allocation analysis
- Train Account Directors, sales, and new hires on Salesforce, HubSpot, and Gong
- Maintain operations documentation, process diagrams, and how-to guides
- Maintain customer data supporting retention and expansion
- Design and enforce pipeline stages, criteria, and stage-by-stage goals
- Work cross-functionally with sales, executive leadership, finance, marketing, and client-facing teams
Requirements
What you’ll need- 5+ years in marketing operations, revenue operations, or a similar B2B go-to-market systems role
- Experience building or rebuilding an operations function
- Advanced Salesforce administration skills, including validation rules, Flows, formula fields, custom objects, reports and dashboards, and Data Loader
- Deep HubSpot experience, including workflows, lists, properties, forms, and integrations
- Hands-on experience with LeanData and Chili Piper
- Strong understanding of attribution models, lead source governance, UTM standardization and tracking, and offline conversion tracking with ad platforms
- Ability to build funnel reporting and pacing models in Salesforce and Google Sheets
- Experience with Gong, Gong Engage, Instantly, UserGems, and Zapier
- Experience managing vendor relationships, renewals, and MarTech budgets
- Ability to present performance and recommendations to executive leadership
- Current work authorization and permanent residence in Canada
- Reliable internet access and a professional background
- Ability to remain stationary for extended periods and interpret written and verbal communication
- HubSpot and/or Salesforce certification is a plus, but not required
- Experience using AI agents or LLMs and agency or professional services experience are bonuses
Benefits
Comp & perks- Medical, dental, vision plans, disability, and life insurance coverage for you and your family
- 100% employer-paid plan for you and 50% employer contribution for dependents (US, CAD, MX)
- Access to certified therapists through Spring Health
- Headspace membership
- Physical therapy through Omada
- Aaptiv virtual workouts
- Complimentary One Medical membership for primary and virtual care
- Unlimited PTO (2-week minimum)
- Paid company holidays
- Birthday off
- End of Year Recharge, closed December 24–January 1
- Paid parental leave
- Traditional and Roth 401(k) with a 3% company match
- Annual bonus based on tenure
- Annual company-wide retreat
- 100% virtual work from a home office
- PC or Mac available
