Marketing Operations & AI Specialist

As a Marketing Operations & AI Specialist, you will play a key role in optimizing marketing and sales operations through data quality, campaign attribution, and intelligent automation. You will manage critical CRM data, build accurate reporting systems, and ensure marketing activities translate into measurable business results. Working closely with business development teams, you will improve prospecting workflows, streamline campaign tracking, and enhance sales productivity. You will leverage AI tools, agents, and automated workflows to eliminate repetitive tasks and create scalable operational processes. This role offers significant autonomy, hands-on ownership, and the opportunity to influence how a growing technology business uses AI to work smarter. Join a fully remote, collaborative, and AI-driven environment where initiative, analytical thinking, and measurable impact are highly valued.

• Maintain and optimize contact, account, and lead data across HubSpot and Salesforce.

• Identify the root causes of data inconsistencies, duplicate records, and incorrect field mappings, implementing sustainable solutions to prevent recurring issues.

• Develop AI-powered workflows for data enrichment, deduplication, validation, and cleanup to reduce manual effort and improve data reliability.

• Own campaign attribution from the first customer interaction through closed-won opportunities, ensuring accurate tracking across marketing activities.

• Maintain reliable campaign tracking processes that provide visibility into pipeline generation and marketing performance.

• Build and maintain reports that translate marketing data into actionable insights, helping stakeholders make informed decisions about resource allocation and campaign investments.

• Build, maintain, and enrich targeted prospect lists using Clay and TitanX, aligned with the ideal customer profile (ICP) and strategic target accounts.

• Ensure prospect lists are accurate, relevant, deduplicated, and ready for sales outreach.

• Continuously improve list-building workflows to increase prospecting efficiency and data quality.

• Identify repetitive manual tasks and replace them with AI agents, automated workflows, custom assistants, or lightweight tools.

• Use AI technologies to streamline data management, research, analysis, list generation, and operational processes.

• Investigate problems independently, recommend practical solutions, and implement improvements without waiting for detailed instructions.

• Document processes, CRM fields, workflow changes, and operating procedures, communicating updates clearly to relevant stakeholders.

• Develop reports tracking business development representative (BDR) activity, including calls, emails, contact engagement, and outreach performance.

• Determine which prospect lists should be prioritized for outreach and load qualified contacts into appropriate Outreach sequences.

• Monitor BDR workloads, assigned tasks, and sequence capacity to ensure balanced workloads and effective prospect engagement.

• Identify and address operational issues early, including declining list availability, incomplete activities, underperforming sequences, and gaps in outreach execution.

• Collaborate with marketing and sales stakeholders to improve operational alignment, pipeline visibility, and overall revenue generation.

• At least 3 years of experience in marketing operations, sales operations, or revenue operations within a B2B organization.

• Strong attention to detail, with the ability to identify data inconsistencies, duplicate records, broken integrations, and campaign tracking issues before they affect business performance.

• A solid understanding of commercial objectives and the ability to connect operational reporting with business decisions, pipeline generation, and revenue outcomes.

• Hands-on experience with marketing attribution models, campaign tracking, and performance reporting.

• Proficiency in working with large datasets and spreadsheets, including formulas, lookups, filtering, data validation, and data cleanup.

• Experience supporting BDR or sales development representative (SDR) teams through reporting, prospect list building, contact enrichment, and outreach sequencing.

• Familiarity with CRM and sales engagement platforms, particularly HubSpot, Salesforce, and Outreach. Experience with Clay and TitanX is also relevant.

• Practical experience using AI tools beyond basic conversational assistance, including building AI agents, custom assistants, automated workflows, or multi-step processes that improve operational efficiency.

• Ability to identify opportunities for automation, experiment with emerging AI tools, and implement solutions that eliminate repetitive manual work.

• Strong analytical and problem-solving skills, with the ability to investigate issues independently, identify root causes, and recommend effective solutions.

• Excellent written and verbal communication skills, particularly when documenting processes, explaining workflow changes, and coordinating with cross-functional stakeholders.

• A proactive, ownership-driven mindset, with the ability to work autonomously, prioritize effectively, and deliver measurable results in a remote environment.

• Comfort working with a globally distributed team and maintaining consistent availability during U.S. Eastern business hours, Monday through Friday, from 8:00 a.m. to 5:00 p.m. EST.

• Additional advantages: Experience in B2B SaaS or contact center technology, familiarity with SQL and data analysis, Salesforce or HubSpot administration experience, and the ability to build tools or scripts using Python, APIs, or no-code platforms.