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Safety Management Group · 2 months ago

Sales & Marketing Operations Specialist

Indianapolis, IN

Full-time

Hybrid

Mid Level

3+ years exp

Safety Management Group is a nationally recognized professional service organization that provides workplace safety consulting and training. They are seeking a Sales & Marketing Operations Specialist to support and enhance core revenue operations by managing technical administration and optimizing processes across sales and marketing teams.

ConsultingEducationInformation TechnologyManagement ConsultingPublic SafetyReal EstateStaffing AgencyTraining

Responsibilities

Administer day-to-day operations of Salesforce and HubSpot, including user setup, roles, permissions, object configuration, workflows/flows, reports, and dashboards

Maintain integrations with Sales Enablement and Business Intelligence tools such as ZoomInfo, LinkedIn Sales Navigator, Power BI, Conga Composer, Conga Sign, etc

Ensure data integrity through validation rules, duplicate management, and hygiene initiatives

Monitor releases and enhancements across platforms (Salesforce, HubSpot) and recommend improvements

Document system configurations, workflows, and integrations for transparency and scalability

Troubleshoot and resolve technical issues, escalating to partners or developers when needed

Partner with sales leadership to optimize lead routing, opportunity governance, territory assignments, and forecasting processes

Support sales team efficiency through reporting, dashboards, and CRM training

Analyze pipeline and win/loss trends, providing insights to drive improved performance

Support territory planning, account segmentation, and quota setting

Manage HubSpot campaigns, workflows, and lead scoring to ensure accurate lead capture, qualification, and routing to Salesforce

Build dashboards and reports for campaign attribution, ROI, and funnel conversion metrics

Optimize integration between HubSpot and Salesforce to ensure seamless lead handoff

Support the marketing team with automation, segmentation, and campaign performance analysis

Act as the connective point between sales, marketing, and operations ensuring systems and processes align with business needs

Train sales and marketing teams on systems, dashboards, and process best practices

Provide ongoing support and documentation for end-users

Qualification

SalesforceHubSpotBusiness Intelligence ToolsSales Enablement ToolsAnalytical skillsProblem-solving skillsCommunication skillsCollaboration skillsDetail-oriented