Email & Marketing Data Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the bidirectional synchronization of data between Salesforce and HubSpot, ensuring that leads, stages, and contact activities are consistently up-to-date across both platforms.

• Develop and execute intricate automated workflows and drip campaigns within HubSpot, utilizing Salesforce opportunity stages and custom object fields to deliver personalized content based on the prospect's journey and account status.

• Create, manage, and enhance multi-step automation workflows triggered by updates to Salesforce objects (Leads, Contacts, Opportunities, Custom Objects) to initiate HubSpot actions such as email dispatches, enrollment, suppression, and branching logic.

• Establish and uphold data validation rules, field-mapping schemas, and synchronization logic to prevent data duplication and ensure database integrity on a large scale.

• Oversee, analyze, and resolve API synchronization errors, integration logs, and workflow audit histories to identify systemic issues in record updates, field mismatches, synchronization delays, or permission-related failures.

• Generate highly-targeted segments by combining Salesforce report criteria with HubSpot behavioral data (events, timestamps, scoring attributes) for elaborate campaigns and automated journeys.

• Manage enrichment, deduplication, archival, and sunset automation processes to guarantee long-term data quality and compliance across both platforms.

• Construct conditional branching and content pathways that convey the appropriate message at the right moment based on CRM and behavioral signals.

• Implement workflow version control to ensure that updates to triggers, enrollment criteria, and dependencies do not interfere with ongoing marketing and sales processes.

⛳️ Requirements

• 5–8 years of practical experience in marketing data management, email automation, and CRM integration.

• Required proficiency in both HubSpot and Salesforce, with an in-depth understanding of each platform.

• Familiarity with Google Analytics.

• Strong comprehension of CRM data architecture, including objects, fields, relationships, and synchronization logic.

• Demonstrated experience in creating complex automation workflows and drip campaigns.

• Extensive knowledge of API integrations, data mapping, and resolving synchronization issues between systems.

• Experience with behavioral segmentation and lifecycle-stage management.

• Strong instincts for data hygiene, including deduplication, enrichment, and compliance on a large scale.

• Analytical mindset with the capability to delve into logs, audit trails, and data discrepancies to identify root causes.

• Exceptional attention to detail and a process-oriented approach to managing complex, interdependent systems.

• Strong communication abilities.

• Capability to interpret technical data concepts for marketing and sales stakeholders.

• Experience in the financial services industry and/or B2B marketing environments is advantageous.

🏝️ 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 cover 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 and 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.