Functional Responsibilities
CRM & Integration Management
Serve as the CRM integration SME—advising marketing, sales, and RevOps stakeholders on best practices for data structure, field governance, and system workflows.
Own the configuration and ongoing optimization of integrations between HubSpot, Salesforce, and related martech platforms (routing tools, enrichment systems, ABM tools, and analytics platforms).
Maintain field mappings, object relationships, and data sync rules to ensure accurate and reliable data flow across systems.
Monitor and resolve sync errors, restricted picklist issues, workflow conflicts, and API-related failures.
Workflow & Automation Architecture
Oversee the development and maintenance of scalable automated workflows supporting lead lifecycle, scoring, segmentation, and routing.
Partner with campaign managers and RevOps to ensure workflows align with GTM objectives and support accurate tracking and attribution.
Implement data normalization and enrichment strategies to improve segmentation and reporting capabilities.
Consultation & Continuous Improvement
Act as a strategic consultant to cross-functional partners on integration dependencies, field design, and system-level impacts of new processes.
Champion operational efficiency and data quality, promoting best practices across the marketing and sales organizations.
Stay current on HubSpot, Salesforce, and martech ecosystem capabilities—proactively identifying enhancements for integrations, automation, and reporting.
Email Marketing Support
Process email campaign requests from the Integrated Marketing team
Identify appropriate contacts for each campaign and build segmentations
Analyze previous campaign to identify high engagement trends and send time optimization windows by audience segmentation; make this reporting available to Marketing leadership
Cross-Functional Support
Support Marketing Operations, Demand Generation, and RevOps teams with:
Lead routing configuration and testing
Data cleanup and enrichment requests
Form field and object structure updates
Lifecycle, scoring, or segmentation enhancements
Role Requirements
Bachelor's degree in Marketing, Advertising, Communications, Technology, Statistics or similar area of study.
2+ years of experience building and deploying marketing campaigns
Experience in the following is preferred:
HubSpot
Salesforce
6Senese
ZoomInfo
Chili Piper
Gong
Data-driven mindset; you should be comfortable working in a variety of BI and spreadsheet tools to manipulate data, measure campaign effectiveness, and make data-based decisions
Excellent attention to detail and project management skills
Self-driven desire to learn, research and test new opportunities within the growing digital landscape
Being resourceful is key to success in this role
Strong problem-solving skills and an ability to adapt to new technologies
Ability to foster collaborative relationships with other cross-functional teams
Strong ability to navigate ambiguity and manage competing priorities
Highly organized and works well within a demanding environment
Excellent written, oral and presentation abilities - must be able to communicate complex ideas in both technical and user-friendly language
Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.
Medical, Dental & Vision Benefits
401(k) Savings Plan with Company Match
Flexible Planned Paid Time Off
Generous Sick Leave
Inclusive & Welcoming Environment
Purpose-Driven Culture
Work-Life Balance
Commitment to Community Involvement
Employer-Paid Parental Leave
Employer-Paid Short-Term Disability
Remote Work Flexibility
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.
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