WHITEHAT

Marketing Operations

• Lead structured onboarding sessions for B2B clients
• Configure email templates, forms, lists, segmentation logic, lifecycle stages, and automation workflows
• Set up lead nurturing frameworks aligned with revenue processes
• Train client teams on system logic, best practices, and operational clarity
• Operate and maintain documented lifecycle stages, lead scoring models, and routing rules
• Monitor data quality, attribution consistency, and system integrity
• Collaborate with Marketing and Sales teams to maintain alignment
• Validate new initiatives before activation to ensure they fit within the governed operating model
• Contribute to continuous improvement of documented marketing processes
• Monitor lifecycle progression and funnel performance across stages
• Analyze MQL–SQL transitions, handoff performance, and lead quality indicators
• Identify bottlenecks and propose structured optimizations
• Adjust scoring thresholds and lifecycle transitions based on performance data
• Use reporting to drive operational decisions and strategic discussions
• Monitor lead acquisition performance across channels (e.g., Google Ads, LinkedIn Ads, Meta, etc.)
• Analyze cost-per-lead, lead quality, and lifecycle conversion impact
• Provide structured recommendations on targeting, segmentation, and funnel alignment
• Ensure paid acquisition strategies align with documented lifecycle definitions and scoring models
• Collaborate with performance marketing stakeholders to improve acquisition efficiency
• Actively engage with modern HubSpot capabilities, including buyer intent signals, behavioral tracking and enrichment, and AI-powered insights and automation support.

B2B Marketing Operations Specialist

Revenue Operations

• Help clients rethink how their revenue processes operate — from lead management and pipeline structure to automation logic and reporting
• Implement those systems inside HubSpot in a structured, scalable way
• Participate in discovery workshops with CEOs, Heads of Sales, Marketing, and Operations
• Analyze existing sales, marketing, and service workflows
• Identify inefficiencies and design improved revenue processes
• Translate business requirements into clear CRM architecture
• Design and configure pipelines, properties, lifecycle stages, and standard or custom objects
• Build structured workflows for lead routing, handoffs, lifecycle management, and follow-ups
• Set up reporting dashboards that support leadership decision-making
• Ensure data quality, CRM governance, and long-term scalability
• Document CRM logic, workflows, and implementation decisions
• Create structured documentation that supports internal collaboration and client enablement
• Train Sales, Marketing, and Customer Success teams on how and why the CRM works
• Support adoption and structured change management
• Collaborate with developers on ERP and third-party integrations
• Participate in complex RevOps implementations requiring cross-functional alignment

B2B Marketing Operations Specialist

HubSpot Consultant, CRM, Revenue Operations