Email & Marketing Data Specialist

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Kapitus

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Kapitus is a financial services company that provides customized financing solutions to small and growing businesses. It offers a range of products including business loans, lines of credit, equipment financing, revenue-based financing, invoice factoring, and purchase order financing, and operates both as a direct lender and through a broad financing network via its KapitusPLUS process. Kapitus emphasizes a streamlined application process that can generate multiple competing offers, supports clients with financing specialists and educational resources, and partners with providers like Experian to help businesses manage and improve credit.

📋 Description

• Own the bidirectional data sync between Salesforce and HubSpot, ensuring leads, stages, and contact activity are accurately reflected across both systems at all times. • Create and implement complex automated workflows and drip campaigns within HubSpot, leveraging Salesforce opportunity stages and custom object fields to trigger personalized content based on prospect journey and account status. • Design, maintain, and optimize multi-step automation workflows driven by Salesforce object updates (Leads, Contacts, Opportunities, Custom Objects) to trigger HubSpot actions including email sends, enrollment, suppression, and branching logic. • Develop and enforce data validation rules, field-mapping schemas, and sync logic to prevent duplication and maintain database integrity at scale. • Monitor, analyze, and troubleshoot API sync errors, integration logs, and workflow audit histories to diagnose systemic issues in record updates, field mismatches, sync delays, or permission-related failures. • Create precision-targeted segments using a combination of Salesforce report criteria and HubSpot behavioral data (events, timestamps, scoring attributes) for complex campaigns and automated journeys. • Own enrichment, deduplication, archival, and sunset automation processes to ensure long-term data quality and compliance within both platforms. • Design conditional branching and content pathways that deliver the right message at the right time based on CRM and behavioral signals. • Implement workflow version control to ensure updates to triggers, enrollment criteria, and dependencies do not disrupt active marketing and sales processes.

🎯 Requirements

• 5–8 years of hands-on experience in marketing data management, email automation, and CRM integration. • Proficiency in HubSpot and Salesforce with a deep working knowledge of both platforms is required. • Experience with Google Analytics. • Strong understanding of CRM data architecture such as objects, fields, relationships, and sync logic. • Proven experience building complex automation workflows and drip campaigns. • Deep knowledge of API integrations, data mapping, and troubleshooting sync issues between systems. • Experience with behavioral segmentation and lifecycle-stage management. • Strong data hygiene instincts such as deduplication, enrichment, and compliance at scale. • Analytical mindset with the ability to dig into logs, audit trails, and data discrepancies to find root causes. • Excellent attention to detail and a process-driven approach to managing complex, interdependent systems. • Strong communication skills • Ability to translate technical data concepts for marketing and sales stakeholders. • Experience in the financial services industry and/or B2B marketing environments is a plus

🏖️ Benefits

• Competitive Base Salary Range of $62,800 to $100,800. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience • Annual Incentive Compensation Eligibility – Up to 10% annually • Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life. • Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. • Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. • 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. • Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. • Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. • Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work. • LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts, Financial services such as LegalShield, Relaxation and stress management tools. • Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. • Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. • Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities. • Paid Time Off and Sick Time. • Retirement Benefits: Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary.