Ivy Way Placements
Hubspot Marketing Operations Specialist
Ivy Way Placements, Charlotte, North Carolina, United States, 28245
Charlotte, United States | Posted on 08/27/2025
Job Description HubSpot Marketing Operations Specialist The Opportunity 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 job—we 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 talk—regardless of your industry background.
What You'll Own HubSpot Mastery & Migration
Lead 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 channelsDevelop and maintain a robust, trackable prospect pipeline
Campaign Management & Optimization
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 everything—campaigns, 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 For Non-Negotiables
5+ years
digital marketing, lead generation, or marketing operations experience
Advanced HubSpot expertise —you 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
Technical Skills
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
Personal Qualities
Self-motivated and results-driven —we need someone who takes ownership
Excellent communicator —you'll present to leadership and interface with prospects
Analytically minded —data should drive your decisions
Process-oriented —you love creating systems that scale
Collaborative —you'll work closely with advisors and marketing team
Why This Role Matters You won't just be managing campaigns—you'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
Education & Experience
Bachelor's degree
in Marketing, Business, or related field preferred
5-10 years
relevant experience in digital marketing or marketing operations
Industry experience not required —we value fresh perspectives
Ready to Apply? 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
#J-18808-Ljbffr
Job Description HubSpot Marketing Operations Specialist The Opportunity 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 job—we 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 talk—regardless of your industry background.
What You'll Own HubSpot Mastery & Migration
Lead 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 channelsDevelop and maintain a robust, trackable prospect pipeline
Campaign Management & Optimization
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 everything—campaigns, 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 For Non-Negotiables
5+ years
digital marketing, lead generation, or marketing operations experience
Advanced HubSpot expertise —you 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
Technical Skills
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
Personal Qualities
Self-motivated and results-driven —we need someone who takes ownership
Excellent communicator —you'll present to leadership and interface with prospects
Analytically minded —data should drive your decisions
Process-oriented —you love creating systems that scale
Collaborative —you'll work closely with advisors and marketing team
Why This Role Matters You won't just be managing campaigns—you'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
Education & Experience
Bachelor's degree
in Marketing, Business, or related field preferred
5-10 years
relevant experience in digital marketing or marketing operations
Industry experience not required —we value fresh perspectives
Ready to Apply? 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
#J-18808-Ljbffr