Senior Marketing Automation Specialist

Role Overview

• Own the end-to-end execution of firmwide email marketing campaigns.
• Build and deploy marketing emails using approved templates and finalized content.
• Manage email scheduling, deployment, testing, quality assurance, and delivery.
• Develop and maintain audience segmentation strategies to improve targeting and constituent engagement.
• Design and maintain scalable list structures that support ongoing segmentation and personalization efforts.
• Manage the firm's marketing email calendar and coordinate deployment schedules across campaigns.
• Monitor email volume and audience exposure to minimize constituent fatigue and optimize engagement.
• Recommend campaign send dates, send times, audience segments, and deployment strategies based on performance data and industry best practices.
• Analyze campaign results and provide performance insights, recommendations, and optimization opportunities to Strategic Marketing Managers.
• Develop recurring executive-level reporting and recommendations for the Vice President of Marketing regarding overall email performance and trends.
• Design, build, and optimize automated marketing workflows and nurture programs within HubSpot.
• Support campaign execution through email automation, workflow development, audience segmentation, and lead routing.
• Build and maintain landing pages, forms, automated follow-up sequences, and campaign assets within HubSpot.
• Collaborate with web, sales, and marketing teams to ensure seamless lead capture and engagement experiences.
• Continuously identify automation opportunities that improve efficiency, scalability, and campaign effectiveness.
• Serve as the primary HubSpot administrator and internal platform expert.
• Provide technical support, troubleshooting, and user assistance across the firm.
• Manage user permissions, access requests, and system governance in partnership with Information Technology.
• Administer HubSpot forms, workflows, automation rules, notifications, and data processes.
• Manage and troubleshoot HubSpot-Salesforce integrations and support future platform enhancements.
• Evaluate and recommend new HubSpot capabilities, tools, and process improvements that increase platform utilization and business value.
• Ensure platform health, reliability, security, and operational effectiveness.
• Manage audience lists, imports, exports, segmentation, and database organization.
• Support sales and SDR teams through list creation, campaign support, and CRM process improvements.
• Support lead routing, lead handoff processes, and sales enablement workflows.
• Monitor and improve CRM data cleanliness and consistency.
• Create and maintain dashboards and reports for Strategic Marketing Managers, Sales Directors, and Marketing Leadership.
• Track and report on marketing-sourced opportunities and marketing-influenced opportunities.
• Deliver campaign-level reporting and performance analysis across email, automation, and lead generation programs.
• Serve as the primary HubSpot data expert supporting executive reporting initiatives.
• Provide ad hoc analyses and reporting to support business and marketing decisions.
• Partner with leadership to evolve attribution and campaign measurement frameworks.
• Develop and maintain operational documentation, process guides, knowledge articles, and training materials.
• Drive continuous improvement initiatives that increase operational efficiency and marketing effectiveness.

Requirements

• Bachelor's degree in Marketing, Business, Communications, or related field.
• 4–7 years of experience in email marketing, marketing automation, CRM administration, or marketing operations.
• Hands-on HubSpot administration experience.
• Experience building, deploying, and optimizing email marketing campaigns.
• Experience developing automation workflows and nurture programs.
• Experience creating dashboards and performance reports.
• Strong understanding of email marketing best practices, deliverability, and audience segmentation.
• HubSpot certifications (preferred).
• Experience with sales sequencing and automation tools like Hubspot sequencing or Outreach.io (preferred).
• Salesforce integration experience (preferred).
• Experience supporting business development, SDR, or sales organizations (preferred).
• Experience within a professional services or B2B environment (preferred).

Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.
• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.
• Generous Paid Time Off – Vacation, sick time, holidays, parental leave and volunteer days.
• Flexible Work Arrangements – Hybrid or remote options, flexible hours.
• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.
• Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.
• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.
• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.