Skip to Main Content

HubSpot/Sales Operations Specialist

Caliber The Wealth Development Company
Scottsdale, AZ
  • Expired: October 23, 2022. Applications are no longer accepted.

Caliber is seeking full time HubSpot/Sales Operations Specialist to join our team.

The HubSpot/Sales Ops Specialist is responsible for planning, project managing, organizing, building the process and workflows for sales and marketing specifically to HubSpot. In addition, will be implementing projects, managing up to the executive team, and reporting.

Primary Responsibilities:

+ Build out the lead pipeline with segmented workflows that optimize lead conversion.

+ Work with the digital and sales teams to create processes that work for both.

+ Create sales and marketing processes that convert, are measurable, and optimizable, becoming the revenue engine for the organization.

+ Assess and analyze CRM so workflows and processes can be developed.

+ Work cross functionally with the sales and marketing teams, as well as other stakeholders as needed

+ The position may integrate with other platforms and roles as needed to support operations.

+ Responsible for segmented email campaigns and workflows, database management, report analytics, process assessment, revenue attribution, account-based marketing, weekly/monthly reporting, all marketing positions require a basic knowledge and continual learning of legal compliance

+ Troubleshoot/QA campaigns in addition to other website issues/concerns.

+ Other software platform support might include Dakota, ZoomInfo, 1776ing, Windfall, and others.

+ Optimizing conversions and facilitating the tech stack are key requirements to scale the company.

Qualifications (required unless otherwise stated):

+ Bachelor's Degree in Marketing/Communications/Business/UI/UX or significant HubSpot certifications

+ 5-7 years of relative experience

+ Experience with financial compliance is a bonus

+ Experience with HubSpot is a must as is MS 365, Asana is a bonus


+ Experience in fast-paced, constantly changing environment

+ Ability to work well independently and as a team player

+ Problem-solving, technically savvy

Physical Demands:

This job operates in a professional office environment with occasional travel. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors, and vendors. This role must be able to remain in a stationary position 50% of the time. This role constantly operates a computer and other office productivity machinery such as a copy machine and printer and occasionally moves items up to 50 lbs. for various projects.

Caliber's Mission & Core Principles

To build wealth for great people, our clients and our team, while making a positive impact on the communities we serve.

Accountability: I take ownership of myself and my role at Caliber by keeping my commitments to colleagues and customers; by creating solutions when I see problems; and by managing my time and priorities to achieve our highest desired outcomes.

Respect: I am courteous, kind, and professional with those I encounter, while understanding others may not always see a circumstance from my perspective.

Transparency: I share information freely with others; I acknowledge my mistakes; and I build trust with others by being open and authentic.

Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities ("EEO") to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.


Powered by JazzHR

Caliber The Wealth Development Company


Scottsdale, AZ
85258 USA