Marketing Automation Manager

About the Role

We are seeking a dynamic Marketing Automation Manager with a strong foundation in business operations to join our team. This role bridges the gap between marketing and business operations, ensuring that strategic goals translate seamlessly into actionable processes. The ideal candidate will have deep experience with CRMs—especially HubSpot—and will play a critical role in supporting lifecycle managers by optimizing workflows, automation, and data-driven insights to enhance the customer journey.

Key Responsibilities

1. Translating Business Needs into Operational Excellence

• Collaborate with cross-functional teams to understand business goals and translate them into scalable operational processes.
• Develop and implement workflows that align marketing efforts with broader business objectives.
• Analyze current operational inefficiencies and recommend solutions to improve lead management, reporting, and campaign execution.
• CRM Management (HubSpot Expertise)
• Work closely with the bizops team on configuration, optimization, and day-to-day management of HubSpot CRM, ensuring data integrity and usability for sales and marketing teams.
• Design, implement, and maintain advanced HubSpot workflows, properties, lists and dashboards for customer lifecycle marketing, ensuring leads are nurtured effectively across different segments and touchpoints
• Build and maintain automated marketing workflows, lead scoring models, and segmentation strategies to support campaign effectiveness.
• Provide insights and recommendations based on CRM data to optimize marketing initiatives and customer engagement strategies.
• Act as the primary liaison between the marketing team and technical stakeholders for CRM enhancements and troubleshooting.
• Supporting Lifecycle Management
• Work closely with lifecycle managers to ensure smooth execution of campaigns that support customer acquisition, retention, and expansion.
• Develop customer journey maps and identify operational touchpoints for improvement.
• Collaborate with the lifecycle team to optimize onboarding, engagement, and retention programs through data-driven decisions and automation.
• Track and report key lifecycle metrics, providing actionable insights to improve the effectiveness of marketing efforts.
• Reporting & Analytics
• Develop and maintain dashboards to track campaign performance, funnel conversion rates, and customer lifecycle progression.
• Collaborate with data teams to ensure accurate and consistent reporting across the organization.
• Provide regular analysis and recommendations to enhance operational efficiency and business impact.
• Cross-Functional Collaboration
• Act as the go-to resource for marketing, sales, and business operations to align efforts and ensure seamless execution of initiatives.
• Collaborate with IT and RevOps to integrate marketing tools and systems with the wider tech stack.
• Support training and enablement initiatives for marketing teams to improve adoption of processes and technologies.
  
  

• 3+ years of experience in Marketing Operations, with a strong focus on lifecycle marketing, marketing automation, and HubSpot
• Proven expertise in HubSpot CRM, including workflow automation, reporting, and integration capabilities
• Understanding of email deliverability best practices
• Basic understanding of HTML
• Strong understanding of customer lifecycle management and experience supporting lifecycle marketing initiatives.
• Ability to translate strategic goals into actionable operational plans with clear deliverables and measurable outcomes.
• Experience with lead management processes, pipeline reporting, and marketing automation best practices.
• Analytical mindset with a data-driven approach to problem-solving and decision-making.
• Excellent communication and collaboration skills, with the ability to work cross-functionally across marketing, sales, and operations teams.
• Experience with other marketing technologies (e.g., Google Analytics, Salesforce, data visualization tools) is a plus.
• Familiarity with B2B marketing strategies and customer journey optimization.
  
  

• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties.
• We make an impact on our customer's business. We are on a mission to provide managers of all business types and sizes with the tools they need to communicate, operate, engage, and run their deskless workforce. Our product offers them an effective and affordable solution to run their business.
• We get the job done. Connecteam employees are passionate in executing their job duties so they can drive the company forward and provide real value to our customers.
• We have fun! From weekly happy hours to holiday parties, we always enjoy each other's company (and good food, of course). Connecteam is like one big, happy family!
• Everyone is welcome. Connecteam is committed to building an encouraging, caring, and supportive environment. We share a responsibility to support our team and enrich their lives.