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FINBOA · 1 month ago

Marketing and Sales Operations Associate

United States

Full-time

Remote

Mid Level

3+ years exp

FINBOA is a growing fintech company seeking a Marketing & Sales Operations Associate to enhance their sales and marketing functions. The role involves managing data, workflows, and reporting to ensure operational excellence and drive revenue growth.

BankingFinancial ServicesSaaSSoftware

Responsibilities

Maintain clean, accurate data in HubSpot; manage imports, updates, and segmentation

Build dashboards and reports to provide insights on funnel performance, campaign ROI, and pipeline health

Create and optimize workflows for lead scoring, routing, and nurturing

Launch and refine email campaigns and sales sequences

Support sales with activity tracking, follow-up reminders, and proposal templates

Manage post-event lead processing and ROI tracking

Improve processes and ensure alignment across sales, marketing, product, and finance

Qualification

HubSpot Sales HubHubSpot Marketing HubMarketing operationsSales operationsRevenue operationsAnalytical mindsetCommunication skillsOrganization skillsCollaboration skills