Marketing Technology Specialist

Role Summary

The Marketing Technology Specialist supports client delivery across CRM, marketing automation, reporting, web updates, and platform administration. This is an early-career, hands-on support role focused on implementing, maintaining, and improving marketing systems while ensuring accuracy, efficiency, and timely execution across multiple client accounts.

Key Responsibilities

CRM, Audience & Data Flow Operations:

• Support day-to-day execution across CRM and marketing automation platforms.
• Manage contact records, property updates, audience segmentation, list maintenance, suppressions, imports, and workflow setup.
• Maintain CRM hygiene through platform cleanup and data management.
• Support data flow between forms, campaigns, CRM fields, automation workflows, and reporting systems.
• Implement system changes that support marketing initiatives and campaigns.
• Maintain documentation of platform configurations, changes, issues, dependencies, and open items.

Reporting, Analytics & Tag Management:

• Build, update, QA, and distribute recurring reports and dashboards.
• Validate data accuracy across CRM platforms, reporting tools, and exports.
• Support campaign tracking, lead source attribution, and reporting consistency.
• Assist with Google Tag Manager (GTM) implementation, testing, and quality assurance.
• Identify and escalate tracking issues, reporting inconsistencies, tagging problems, or platform access issues.

Platform Administration & Technical Support:

• Provide day-to-day administration and user support across marketing technology platforms.
• Coordinate user access, permissions, and platform housekeeping.
• QA website updates related to campaigns, forms, redirects, tracking, and lead capture.
• Verify website functionality before and after launches.
• Troubleshoot and document issues related to forms, redirects, broken links, conversion flows, and cross-platform behavior.
• Coordinate with developers or technical resources when platform issues require additional support.
• Maintain organized documentation for reporting assets, dashboard links, platform documentation, and user access.
• Support privacy and compliance implementation across marketing systems.

Automation & Process Support:

• Assist with workflow setup, testing, and maintenance.
• Monitor automation performance and output quality.
• Document processes and recurring operational issues.
• Support initiatives that improve efficiency and reduce manual work.
• Execute technical tasks supporting broader marketing automation initiatives.

• 1–3 years of experience in Marketing Operations, Marketing Technology, CRM Support, Email Marketing, Digital Marketing Operations, or a related role.
• Experience supporting CRM and marketing automation platforms.
• Experience with: Contact management, Audience segmentation, List management,, Data imports/exports, Workflow setup, CRM maintenance
• Experience creating or maintaining reports and dashboards.
• Understanding of campaign tracking, lead source attribution, and reporting validation.
• Strong attention to detail and organizational skills.
• Proficiency with spreadsheets (Excel and/or Google Sheets).
• Strong written communication skills.
• Ability to manage multiple priorities across client accounts in a fast-paced environment.

• Experience with website QA, forms, redirects, and lead capture troubleshooting.
• Familiarity with marketing automation workflows.
• Experience documenting technical processes and platform changes.
• Knowledge of data flow between CRM, marketing automation, forms, and reporting tools.
• Exposure to privacy and compliance implementation.
• Agency or multi-client experience.
• Familiarity with campaign tagging and tracking implementation.

• HubSpot
• Salesforce
• Pardot
• Google Analytics 4 (GA4)
• Google Tag Manager (GTM)
• Dashboard & reporting tools
• WordPress
• Microsoft Excel
• Google Sheets