Kapitus
Financial Services
Email&MarketingDataSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Email & Marketing Data Specialist at Kapitus. Skills: Marketing data management, Email automation, CRM integration, Salesforce, HubSpot. Manage Salesforce–HubSpot Data Sync. Own bidirectional data sync”
Industry & Context.
Troubleshoot integration issues; Root cause analysis
What They're Looking For.
Must Have
5–8 years marketing data management, 5–8 years email automation, 5–8 years CRM integration, Proficiency in HubSpot, Proficiency in Salesforce, Deep working knowledge of HubSpot, Deep working knowledge of Salesforce, Experience with Google Analytics, Understanding of CRM data architecture, Proven experience building complex automation workflows, Proven experience building drip campaigns, Deep knowledge of API integrations, Deep knowledge of data mapping, Deep knowledge of troubleshooting sync issues, Experience with behavioral segmentation, Experience with lifecycle-stage management, Data hygiene instincts, Analytical mindset, Ability to dig into logs, Ability to dig into audit trails, Ability to dig into data discrepancies, Excellent attention to detail, Process-driven approach, Ability to translate technical data concepts
Nice to Have
Experience in financial services industry, Experience in B2B marketing environments
What You'll Do.
Manage Salesforce–HubSpot Data Sync
Own bidirectional data sync
Build Automated Workflows
Create automated workflows
Implement automated workflows
Leverage Salesforce opportunity stages
Trigger personalized content
Architect Multi-Step Automations
Design automation workflows
Maintain automation workflows
Optimize automation workflows
Enforce Data Integrity
Develop data validation rules
Enforce data validation rules
Develop field-mapping schemas
Enforce field-mapping schemas
Troubleshoot Integration Issues
Monitor API sync errors
Analyze API sync errors
Troubleshoot API sync errors
Monitor integration logs
Analyze integration logs
Troubleshoot integration logs
Monitor workflow audit histories
Analyze workflow audit histories
Troubleshoot workflow audit histories
Build Advanced Segmentation
Create precision-targeted segments
Manage Data Lifecycle
Own enrichment processes
Own deduplication processes
Own archival processes
Own sunset automation processes
Build Content Pathways
Design conditional branching
Design content pathways
Maintain Workflow Version Control
Implement workflow version control
Full Job Description
Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus’ recruiting process in general should email [email protected] The Email & Marketing Data Specialist is technically driven and sits at the intersection of CRM strategy and email marketing execution. The position bridges Salesforce CRM and HubSpot's email platform, requiring deep technical data management expertise to keep systems in sync, campaigns running intelligently, and data clean at scale. The ideal candidate thrives on building complex automations, obsesses over data integrity, and excels at turning CRM logic into personalized email journeys. What you will do: Manage Salesforce–HubSpot Data Sync Own the bidirectional data sync between Salesforce and HubSpot, ensuring leads, stages, and contact activity are accurately reflected across both systems at all times. Build Automated Workflows & Drip Campaigns Create and implement complex automated workflows and drip campaigns within HubSpot, leveraging Salesforce opportunity stages and custom object fields to trigger personalized content based on prospect journey and account status. Architect Multi-Step Automations Design, maintain, and optimize multi-step
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