Marketing Operations Specialist

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MarketingMarketing Operations Specialist

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Quick Summary

Overview

Overview Who We Are Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions,

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MarketingMarketing Operations Specialist

Responsibilities

~1 min read

Personify Health is seeking a detail-oriented, systems-minded Marketing Operations Analyst to strengthen the quality, reliability, and usability of our commercial data. In this role, you will help ensure that Salesforce, our CRM and system of record, and HubSpot, our marketing automation platform, are clean, connected, and campaign-ready. This is a high-impact opportunity for someone who loves solving data problems at the root, building scalable processes, and helping Marketing and Sales teams make smarter decisions with trusted data.

You will do more than respond to data requests. You will help shape the governance model that keeps our marketing and sales systems accurate, aligned, and ready to support segmentation, campaigns, lead handoff, reporting, and enterprise growth.

Own and improve account and contact data quality in Salesforce, including deduplication, enrichment, and parent-child hierarchy management.

Monitor and maintain the Salesforce-to-HubSpot data sync, including field mapping, sync errors, segmentation fields, lifecycle stages, and lead status accuracy.

Define and reinforce data entry standards, naming conventions, and compliance requirements across Salesforce and HubSpot.

Identify recurring data issues, recommend process improvements, and implement scalable solutions that reduce rework and increase trust in the data.

Triage and resolve marketing operations support requests, including data updates, list requests, sync discrepancies, and campaign-readiness issues.

Investigate data discrepancies that impact campaign targeting, lead flow, routing, reporting, or sales follow-up.

Create and maintain clear SOPs, governance documentation, and troubleshooting resources for common data and platform processes.

Partner with Sales Operations to support clean lead routing, territory structures, handoff points, and reporting inputs.

Collaborate with Marketing, Demand Generation, Campaigns, and Segmentation teams to confirm list accuracy, database completeness, and campaign readiness in HubSpot.

Translate technical data constraints into clear, practical guidance for non-technical stakeholders across Marketing and Sales.

Requirements

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Experience

3+ years of experience in Marketing Operations, Sales Operations, Revenue Operations, Data Governance, or a related function.

Hands-on experience working in both Salesforce and HubSpot, with a strong understanding of how data flows between CRM and marketing automation platforms.

Experience owning or improving a governance process, deduplication effort, data audit, enrichment project, migration, or similar data quality initiative.

Bachelor’s degree in Business, Marketing, Information Systems, or equivalent practical experience.

Salesforce experience, including reports, dashboards, fields, objects, account hierarchy structures, and data quality processes.

HubSpot experience, including lists, workflows, lifecycle stages, segmentation logic, and Salesforce sync behavior.

Advanced spreadsheet skills, including pivot tables, lookups, data cleaning formulas, and large-list analysis.

Familiarity with deduplication, enrichment, routing, or ticketing tools such as ZoomInfo, DemandTools, LeanData, RingLead, Jira, Zendesk, or Salesforce Cases is a plus.

You are highly detail-oriented and comfortable bringing structure to ambiguity.

You communicate clearly with both technical and non-technical partners, helping teams understand the “why” behind data standards.

You bring a root-cause mindset, solving the pattern behind the issue instead of only addressing the immediate request.

What We Offer

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At Personify Health, our systems and data power the way we connect with prospects, clients, and teams. This role is critical to ensuring our commercial organization can move with confidence, precision, and speed. If you are energized by clean data, strong governance, cross-functional problem solving, and measurable business impact, we would love to meet you.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.