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Hubspot Marketing Operations Specialist
Charlotte, NCMarch 31st, 2026
HubSpot Marketing Operations SpecialistWealth Management Firm | New York, Charlotte NC, San Francisco | Remote/Hybrid Available
We're migrating to HubSpot in Q4 and need a HubSpot expert to lead our digital marketing operations from day one. This isn't about learning on the jobwe want someone who already knows HubSpot inside and out. Plot twist: we actually prefer candidates from outside wealth management. Fresh perspectives often drive the best results.
If you're a HubSpot power user who understands sales funnels, lead flow, and campaign optimization, we want to talkregardless of your industry background.
What You'll OwnLead our Q4 HubSpot implementation and ongoing optimization
Build sophisticated workflows, lead scoring, and automation sequences
Design and manage multi-touch digital campaigns across all channels
Develop comprehensive reporting dashboards and performance analytics
Create and execute targeted digital strategies to identify high-potential prospects
Build and optimize landing pages, email sequences, and lead capture systems
Research and implement new lead generation tools and channels
Develop and maintain a robust, trackable prospect pipeline
Design and execute outbound sales campaigns across email, social, and phone
Monitor lead engagement metrics and continuously optimize conversion rates
Collaborate with marketing team on content optimization for lead capture
A/B test everythingcampaigns, subject lines, landing pages, you name it
Serve as first point of contact for inbound leads, professionally representing our firm
Qualify leads using established criteria and route to appropriate advisor teams
Facilitate smooth lead handoffs with full context and background
Bridge the gap between marketing efforts and sales results
What We're Looking For5+ years digital marketing, lead generation, or marketing operations experience
Advanced HubSpot expertiseyou should know workflows, lead scoring, reporting, and automation like the back of your hand
Proven track record of hitting or exceeding lead generation targets
Deep understanding of sales funnels, lead qualification, and conversion optimization
Proficiency with digital marketing tools: email marketing, paid ads, social media, SEO
Experience with CRM management and data hygiene best practices
Comfortable with marketing analytics and performance reporting
Knowledge of lead scoring methodologies and qualification frameworks
Self-motivated and results-drivenwe need someone who takes ownership
Excellent communicatoryou'll present to leadership and interface with prospects
Analytically mindeddata should drive your decisions
Process-orientedyou love creating systems that scale
Collaborativeyou'll work closely with advisors and marketing team
Why This Role MattersYou won't just be managing campaignsyou'll be building the foundation of our digital growth strategy. As we scale, your HubSpot expertise will be central to our success.
What we offer:
Salary range: $100,000 - $115,000 based on experience
Opportunity to build marketing operations from the ground up
Work with cutting-edge marketing technology
Remote/hybrid flexibility available
Direct impact on company growth
Bachelor's degree in Marketing, Business, or related field preferred
5-10 years relevant experience in digital marketing or marketing operations
Industry experience not requiredwe value fresh perspectives
If you're a HubSpot expert ready to take ownership of our entire digital marketing operations, we want to hear from you. Please include specific examples of HubSpot campaigns you've built and optimized, metrics from lead generation programs you've managed, and any HubSpot certifications you hold.
To apply, send your resume and cover letter tot.washington@ivywayplacements.com .
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