Marketing Operations & Technology Specialist

Job Description

This role is remote within our markets

The Marketing Operations & Technology Specialist will be responsible for the administration and continuous improvement of our core marketing technology platforms, driving marketing operations excellence with HubSpot as the primary tool. Beyond day-to-day operations, this role contributes to transformational initiatives, including the design and deployment of AI-powered workflows , AI agents , and other tangible AI-driven solutions that improve how marketing operates.

Made up of one part IT geek and one part integrated marketing expert, this hybrid role bridges the gap between technical execution and marketing strategy, providing the foundation to support strong marketing execution. They will serve as the super user and product expert on the technical aspects of our marketing tools and ensure the platforms are working proficiently to meet DocPlanner's marketing and business objectives.

How will you make an impact?

• Be responsible for the configuration, maintenance, and continuous optimization of marketing systems, with a proactive mindset toward scalability and performance
• Contribute to transformational initiatives leveraging AI - including AI-powered workflows , AI agents , and emerging AI capabilities to automate processes, improve efficiency, and unlock new value for the marketing team
• Support and continuously improve the HubSpot–Salesforce sync , ensuring data integrity, reliable lead flow, and alignment between platforms
• Build and refine predictive lead scoring models to enable smarter prioritization and higher conversion
• Take a proactive approach to workflow monitoring and error resolution, particularly around MQL qualification and lead assignment/delivery, minimizing disruptions
• Leverage data enrichment and custom-coded actions within workflows to extend platform capabilities and deliver advanced automation
• Create, manage, and document system processes, and train all users on best practices
• Maintain and refine core items such as CRM records, properties, lists, workflows, user management, and GDPR compliance
• Implement lead scoring practices, lead sources, chatbots, and marketing automation tactics to drive higher conversion
• Manage data imports according to campaign requirements, ensuring data accuracy, hygiene, and proper segmentation
• Be responsible for data security and governance for information flowing in and out of the marketing systems
• Partner with internal teams to identify pain points, prioritize enhancements, and communicate improvements for core marketing systems
• Drive cross-platform integrations ( Salesforce included) and collaborate with other system administrators and internal data teams
• Stay up-to-date on data & technology changes (internal and external), including AI advancements , that can impact the marketing technology stack
• Be part of the evaluation of future technology solutions to meet the evolving challenges of the marketing team

Qualifications

What will help you thrive?

• Degree in marketing, computer science, business, or a related field
• Proficient knowledge of digital marketing automation or other marketing technology ( HubSpot required)
• Salesforce experience, particularly with HubSpot–Salesforce sync , is a plus
• Hands-on experience or a strong interest in applying AI to marketing operations is a significant plus
• Familiarity with predictive lead scoring , data enrichment , and custom-coded workflow actions is highly valued
• Demonstrated experience using technology & marketing expertise to drive process and performance improvements
• Proven ability to manage multiple, competing priorities simultaneously
• High attention to detail is a natural characteristic
• Positive can-do attitude with strong initiative and follow-through
• A proactive mindset - anticipating issues and initiating improvements rather than waiting for them to surface
• Insatiable appetite to learn and grow
• Excellent written & verbal communication skills, with a proven ability to deliver messages in a manner that is clear, effective, and engaging
• Strong level of business English