Marketing Automation Specialist

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  • Full-Time
  • On-Site
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Job Description:

Marketing Automation Specialist

Position Summary

We are looking for a detail-oriented and tech-savvy Marketing Automation Specialist to manage and optimize our marketing technology stack across a portfolio of client accounts. This role is dual in nature: you will be responsible for maintaining and improving existing automation setups for current clients, as well as building out new implementations from the ground up for incoming client work — primarily within HubSpot, with additional responsibility across platforms including SharpSpring, Emma, and similar email marketing and automation tools.

The ideal candidate is comfortable both inheriting established systems and launching fresh ones. You can audit a live workflow just as confidently as you can architect a new one, and you understand how to onboard a new client account while keeping existing programs running without disruption.

Key Responsibilities

HubSpot — Automation & Workflow Management

  • Build, manage, and optimize automation workflows including lead nurture sequences, lifecycle stage transitions, and internal notifications
  • Inherit, audit, and improve existing client workflow setups — identifying gaps, redundancies, or outdated logic and implementing improvements without disrupting active campaigns
  • Lead new client onboarding implementations including initial HubSpot portal setup, workflow architecture, and contact database configuration
  • Set up enrollment triggers, branching logic, and workflow actions to support marketing and sales processes
  • Troubleshoot workflow errors and contact enrollment issues

HubSpot — Contact Management & Database Health

  • Manage contact records including imports, segmentation, list creation, and ongoing database hygiene
  • Build active and static lists based on behavioral, demographic, and lifecycle criteria
  • Maintain data integrity through deduplication, field standardization, and regular audits
  • Manage contact properties and custom fields to support segmentation and reporting needs

HubSpot — Email Marketing

  • Create, schedule, and deploy marketing emails including newsletters, drip campaigns, and one-off sends
  • Build and test email templates within the HubSpot drag-and-drop email editor
  • Monitor deliverability, open rates, click-through rates, and unsubscribes; make data-driven recommendations
  • Ensure all email communications comply with CAN-SPAM and GDPR requirements

HubSpot — Pipeline & CRM Support

  • Support the management of deal pipelines and lifecycle stages within HubSpot CRM
  • Assist sales and marketing teams with pipeline visibility, reporting, and contact-to-deal association
  • Set up deal-based workflows and task automation to support sales enablement
  • Generate pipeline reports and dashboards to support leadership review

Cross-Platform — SharpSpring, Emma & Other Platforms

  • Manage campaigns, lists, and automation within SharpSpring, including lead scoring, lifecycle rules, and visual workflow builder
  • Build and execute email campaigns within Emma (Marigold Emma), including list management, template building, and performance reporting
  • Adapt workflows and campaign strategies to platform-specific capabilities and limitations
  • Coordinate data consistency across platforms when contacts or campaigns span multiple tools
  • Stay current with platform updates, new features, and best practices across all tools in use

Required Qualifications

  • 2+ years of hands-on experience with HubSpot Marketing Hub and CRM, including workflow automation and email marketing
  • Active HubSpot certifications required — at minimum HubSpot Marketing Hub Certification and HubSpot CRM Certification; additional HubSpot certifications are a plus
  • Demonstrated experience with at least one additional marketing automation or email platform (SharpSpring/Constant Contact, Emma/Marigold, Mailchimp, ActiveCampaign, Pardot, Marketo, or similar)
  • Proven ability to work within existing client or account setups — comfortable inheriting established workflows, naming conventions, and configurations, and improving them without disruption
  • Experience leading new account implementations from scratch, including portal setup, workflow architecture, contact database structure, and initial campaign buildout
  • Strong understanding of contact lifecycle stages, segmentation strategy, and list management best practices
  • Solid knowledge of email marketing best practices, including deliverability, A/B testing, personalization, and compliance
  • Familiarity with CRM pipeline management concepts and sales/marketing alignment
  • Strong attention to detail with the ability to manage multiple clients, campaigns, and platforms simultaneously

Preferred Qualifications

  • Experience with SharpSpring, specifically, including its visual automation workflow builder and lead scoring tools
  • Experience with Emma (Marigold Emma) including their audience management and campaign tools
  • Familiarity with UTM tracking, Google Analytics integration, and attribution reporting
  • Experience supporting B2B marketing teams or agency environments managing multiple accounts
  • Basic understanding of GDPR, CAN-SPAM, and CASL compliance requirements

Skills & Competencies

Technical Skills

  • HubSpot (Workflows, Contacts, Email, Deals)
  • SharpSpring Automation & Lead Scoring
  • Emma / Marigold Email Platform
  • Contact Segmentation & List Building
  • HubSpot Certified (Marketing Hub + CRM)
  • CRM Pipeline Management

Soft Skills

  • Highly organized with strong attention to detail
  • Proactive communicator across teams
  • Comfortable managing multiple deadlines
  • Self-directed with strong problem-solving instincts
  • Quick learner with new platforms and tools
  • Data-driven decision-making mindset

Bonus: We'd Love It If You Geek Out On This

Not required — but if this excites you, you'll fit right in.

One of the more ambitious things we'd love to grow into is the ability to track a single contact across multiple platforms — following their journey from first touch in one system all the way through to conversion activity in another — and then actually report on what that behavior tells us. If you have the curiosity and the drive to figure out how to connect those dots, even when the tools don't make it easy, that's a huge asset.

What this could look like in practice:

  • Identifying when the same contact exists across HubSpot, SharpSpring, and Emma — and understanding how their behavior differs (or connects) across each
  • Building reports or dashboards that surface cross-platform engagement patterns, not just single-tool metrics
  • Tracking a contact's full behavioral timeline: opens, clicks, form fills, deal movement, and re-engagement across systems
  • Flagging contacts who are active in one platform but dormant in another — and using that insight to inform campaign strategy
  • Thinking creatively about how to unify contact data even without a native integration — using exports, naming conventions, or shared identifiers

If you've never done this but the problem genuinely interests you, and you have the initiative to figure it out, that counts.

What Success Looks Like

  • Automated workflows are well-documented, running reliably, and regularly reviewed for optimization
  • Contact database is clean, segmented, and ready to support targeted campaign execution at any time
  • Email campaigns are deployed on schedule, meeting deliverability benchmarks and performance goals
  • Pipeline data is accurate and the sales team has the visibility they need to move deals forward
  • Platform knowledge spans tools — you can context-switch between HubSpot, SharpSpring, and Emma without missing a beat

This job description is intended to convey the general nature and scope of the role. Duties and requirements may be modified as business needs evolve.