Marketing Automation Specialist

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Develop, oversee, and enhance automation workflows, which include lead nurturing sequences, lifecycle stage transitions, and internal notifications.

• Review, inherit, and refine existing client workflow configurations — pinpointing gaps, redundancies, or outdated processes and implementing enhancements without interrupting active campaigns.

• Direct the onboarding process for new clients, which encompasses initial HubSpot portal setup, workflow design, and contact database configuration.

• Establish enrollment triggers, branching logic, and workflow actions to facilitate marketing and sales operations.

• Diagnose workflow errors and issues related to contact enrollment.

• Administer contact records, including imports, segmentation, list creation, and ongoing database maintenance.

• Create both active and static lists based on behavioral, demographic, and lifecycle criteria.

• Ensure data integrity through deduplication, standardization of fields, and routine audits.

• Manage contact properties and custom fields to fulfill segmentation and reporting requirements.

• Design, schedule, and send marketing emails, including newsletters, drip campaigns, and one-off messages.

• Construct and test email templates using the HubSpot drag-and-drop email editor.

• Monitor deliverability rates, open rates, click-through rates, and unsubscribes; provide data-driven recommendations.

• Ensure all email communications adhere to CAN-SPAM and GDPR regulations.

• Aid in the management of deal pipelines and lifecycle stages within HubSpot CRM.

• Support sales and marketing teams with pipeline visibility, reporting, and contact-to-deal associations.

• Set up deal-based workflows and task automation to enhance sales enablement.

• Generate reports and dashboards for pipeline analysis to assist leadership reviews.

• Manage campaigns, lists, and automation in SharpSpring, including lead scoring, lifecycle rules, and visual workflow creation.

• Develop and implement email campaigns through Emma (Marigold Emma), which includes list management, template creation, and performance analytics.

• Modify workflows and campaign tactics to suit platform-specific features and constraints.

• Ensure data consistency across platforms when contacts or campaigns involve multiple tools.

• Stay updated on platform enhancements, new features, and best practices for all utilized tools.

⛳️ Requirements

• A minimum of 2 years of practical experience with HubSpot Marketing Hub and CRM, focusing on workflow automation and email marketing.

• Active HubSpot certifications are mandatory — at least HubSpot Marketing Hub Certification and HubSpot CRM Certification; additional HubSpot certifications are advantageous.

• Proven experience with at least one other marketing automation or email platform (SharpSpring/Constant Contact, Emma/Marigold, Mailchimp, ActiveCampaign, Pardot, Marketo, or similar).

• Demonstrated capability to work within existing client or account setups — comfortable adopting established workflows, naming conventions, and configurations, and enhancing them without disruption.

• Experience in leading new account setups from the ground up, including portal configuration, workflow architecture, contact database structure, and initial campaign development.

• Strong comprehension of contact lifecycle stages, segmentation strategies, and best practices in list management.

• Solid understanding of email marketing best practices, including deliverability, A/B testing, personalization, and compliance.

• Familiarity with CRM pipeline management concepts and the alignment between sales and marketing.

• Exceptional attention to detail with the capability to manage multiple clients, campaigns, and platforms concurrently.

🏝️ Benefits

• This role is for an independent contractor.

• The contractor will work REMOTELY, assigned to our client.