
51 - 200 employees
Founded 2014
⚖️ Legal
📦 Logistics
📣 Marketing
Legal • Logistics • Marketing
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
🔥 1 minute ago
⛷️ Utah – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Marketing Operations
🚫👨‍🎓 No degree required
đź‘» Ghost score 11%
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51 - 200 employees
Founded 2014
⚖️ Legal
📦 Logistics
📣 Marketing
Legal • Logistics • Marketing
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
• Build and maintain HubSpot workflows, lists, forms, properties, and campaign assets following established standards and naming conventions • Support campaign and webinar operations end to end, including list builds, registration and follow-up workflows, and post-event data cleanup • Support lead management and lifecycle stage processes • Troubleshoot routing and lifecycle issues and escalate changes to routing rules or lifecycle definitions to the Revenue Operations Manager • Apply and QA attribution and UTM standards to maintain accurate, reportable source data • Support Marketing with CRM administration, including property requests, pipeline and deal stage hygiene, and user issues • Monitor integrations between HubSpot and the marketing technology stack and help resolve data synchronization issues • Run regular data quality audits covering duplicates, enrichment gaps, standardization, and imports • Build and maintain HubSpot reports and dashboards for funnel, campaign, and pipeline performance • Flag trends or anomalies to the team • Document processes and system configurations • Help train Marketing users on new features and process changes • Report directly to the Revenue Operations Manager and collaborate with Marketing
• 2+ years in marketing operations, including hands-on HubSpot experience building workflows, lists, properties, and reports • Working experience building HubSpot workflows, lists, properties, and reports • Strong attention to detail and a habit of checking your own work • Comfortable in spreadsheets and with basic data work such as pivot tables, lookups, and cleaning and importing data • Clear written and verbal communication, including documenting processes and explaining your work to non-technical teammates • HubSpot Academy certifications, such as Marketing Hub Software or Reporting (preferred) • Experience in a B2B SaaS environment (preferred) • Exposure to HubSpot custom objects, integrations, or data enrichment tools (preferred) • Exposure to attribution, funnel reporting, or UTM tracking (preferred) • Interest in BI tools, SQL, or AI tools that make operational work faster (preferred)
• Remote-friendly policy • Medical/vision/dental insurance • Flexible PTO policy • Ten paid holidays • Parental leave • Professional development allowance • Community involvement
Apply Now🔥 17 hours ago
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