Job description

Suralink® is the agentic automation platform for accounting professionals and their clients, leading the global charge in AI-driven accounting technology. As the leading AI platform for accounting firms, Suralink serves more than 50% of the top 100 enterprise accounting firms in the United States and has over 800,000 users globally. Our mission is to empower the people we serve to redefine the meaning of efficiency in the accounting technology industry. Our award-winning SaaS platform was built for CPA firms, providing a simple, secure way to manage audit, tax, and advisory engagements. Recognized for growth, innovation, and culture, we foster a highly collaborative, remote-first environment where exceptional, motivated professionals can make a meaningful impact. If you're passionate about building relationships and driving growth at a fast-growing SaaS company, we'd love to talk with you Who we are looking for: We are looking for a HubSpot-focused Marketing Operations Specialist to help run the systems, data, and reporting behind our demand generation and pipeline. Day to day, you will build and maintain workflows, lists, and campaign operations in HubSpot, keep our data clean, and produce the reporting Marketing relies on. This role is a good fit for someone with a solid HubSpot foundation who wants to build their skills in marketing operations and take on more strategic work over time. Reporting directly to the Revenue Operations Manager, you will work closely with Marketing, learn how our revenue systems fit together, and take on more ownership as you grow in the role. Key Responsibilities • Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets, following our established standards and naming conventions • Support campaign and webinar operations end to end, including list builds, registration and follow-up workflows, and post-event data cleanup • Support lead management and lifecycle stage processes, and troubleshoot routing and lifecycle issues as they come up, escalating changes to routing rules or lifecycle definitions to the Revenue Operations Manager • Apply and QA our attribution and UTM standards so source data stays accurate and reportable • Support Marketing with CRM administration, including property requests, pipeline and deal stage hygiene, and user issues, in partnership with the Revenue Operations Manager • Monitor integrations between HubSpot and our marketing tech stack, and flag and help resolve data sync issues • Run regular data quality audits covering duplicates, enrichment gaps, standardization, and imports • Build and maintain HubSpot reports and dashboards for funnel, campaign, and pipeline performance, and flag trends or anomalies to the team • Document processes and system configurations, and help train Marketing users on new features and process changes Experience and Professional Qualifications: • 2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports • Working experience building HubSpot workflows, lists, properties, and reports • Strong attention to detail and a habit of checking your own work • Comfortable in spreadsheets and with basic data work such as pivot tables, lookups, and cleaning and importing data • Clear written and verbal communication, including documenting processes and explaining your work to non-technical teammates Additional Preferred Qualifications: • HubSpot Academy certifications, such as Marketing Hub Software or Reporting • Experience in a B2B SaaS environment • Exposure to HubSpot custom objects, integrations, or data enrichment tools • Exposure to attribution, funnel reporting, or UTM tracking • Interest in BI tools, SQL, or AI tools that make operational work faster Competencies • Systems and Automation Orientation: Looks for ways to make repetitive work faster and more reliable through automation and better process. • Attention to Detail: Holds a high bar for data accuracy and consistency, and catches issues before they reach a report. • Analytical Thinking: Uses data to answer questions, checks whether the numbers make sense, and can explain what a report shows. • Communication: Explains their work clearly, keeps stakeholders updated on requests, and raises problems early. • Ownership: Follows through on commitments, sees work through from request to finished result, and asks for help when stuck. • Curiosity and Coachability: Asks good questions, learns quickly, and uses feedback to get better. At Suralink, our values guide everything we do: • Customer Obsessed: We seek to understand those we serve deeply and are committed to serving them better than anyone else. • Passionately Motivated: We care about what we do, which drives us to work hard, show grit, and go above and beyond to achieve great outcomes. • Constantly Improving: We are eager to learn and grow. Challenges are opportunities to innovate and enhance our solutions. • Team Focused: We know that our success is built together. We support one another and celebrate team achievements. • Highly Reliable: We demonstrate good judgment, honor our commitments, and are accountable for our results. Why Suralink? There’s a lot to love about working at Suralink! Here are a few of the benefits you can expect: • Remote-friendly policy • Medical/vision/dental insurance • Flexible PTO policy and ten paid holidays • Parental leave • Professional development allowance • Community involvement

Requirements

Must-haves

Reporting directly to the Revenue Operations Manager, you will work closely with Marketing, learn how our revenue systems fit together, and take on more ownership as you grow in the role.
Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets, following our established standards and naming conventions
Support campaign and webinar operations end to end, including list builds, registration and follow-up workflows, and post-event data cleanup
Support lead management and lifecycle stage processes, and troubleshoot routing and lifecycle issues as they come up, escalating changes to routing rules or lifecycle definitions to the Revenue Operations Manager
Apply and QA our attribution and UTM standards so source data stays accurate and reportable
Support Marketing with CRM administration, including property requests, pipeline and deal stage hygiene, and user issues, in partnership with the Revenue Operations Manager
Monitor integrations between HubSpot and our marketing tech stack, and flag and help resolve data sync issues
Run regular data quality audits covering duplicates, enrichment gaps, standardization, and imports
Build and maintain HubSpot reports and dashboards for funnel, campaign, and pipeline performance, and flag trends or anomalies to the team
Document processes and system configurations, and help train Marketing users on new features and process changes
2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports
Working experience building HubSpot workflows, lists, properties, and reports
Strong attention to detail and a habit of checking your own work
Comfortable in spreadsheets and with basic data work such as pivot tables, lookups, and cleaning and importing data
Clear written and verbal communication, including documenting processes and explaining your work to non-technical teammates
HubSpot Academy certifications, such as Marketing Hub Software or Reporting
Experience in a B2B SaaS environment
Exposure to HubSpot custom objects, integrations, or data enrichment tools
Exposure to attribution, funnel reporting, or UTM tracking
Interest in BI tools, SQL, or AI tools that make operational work faster
Competencies
Systems and Automation Orientation: Looks for ways to make repetitive work faster and more reliable through automation and better process.
Attention to Detail: Holds a high bar for data accuracy and consistency, and catches issues before they reach a report.
Analytical Thinking: Uses data to answer questions, checks whether the numbers make sense, and can explain what a report shows.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

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Platform: adp-workforce-now
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

Pto

Parental Leave

Professional Development