Marketing and Sales Operations Associate

FINBOA • Full-time • Remote (Houston, TX, US) • 1w ago

Benefits:

IRA w/Company Matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources

FINBOA is growing and seeking a Marketing & Sales Operations Associate

While this is a remote position you must be located in one of these areas: Texas, Georgia, Florida, South Carolina, North Carolina, Arkansas, Arizona, Tennessee, Pennsylvania, New York,, Alabama, or Illinois.

Are you a HubSpot expert who loves turning data, processes, and technology into real revenue impact? FINBOA is looking for a Marketing & Sales Operations Associate to drive operational excellence across our sales and marketing functions. In this role, you'll own the systems, data, workflows, and reporting that power our pipeline—and ensure our teams are aligned, efficient, and set up to grow.

This position is perfect for someone who thrives at the intersection of analytics, process, and technology, and wants to make a measurable difference in a fast-growing fintech environment

Why FINBOA

FINBOA helps financial institutions automate and modernize critical processes. You’ll work in a collaborative, fast-growing fintech environment where your work directly improves sales efficiency and revenue performance.

About The Role

FINBOA is seeking a Marketing & Sales Operations Associate to support our sales and marketing teams through strong analytics, clean data management, and expert HubSpot administration. This role ensures campaigns, processes, and systems run smoothly to drive pipeline visibility and revenue growth.

Key Responsibilities

Maintain clean, accurate data in HubSpot; manage imports, updates, and segmentation.
Build dashboards and reports to provide insights on funnel performance, campaign ROI, and pipeline health.
Create and optimize workflows for lead scoring, routing, and nurturing.
Launch and refine email campaigns and sales sequences.
Support sales with activity tracking, follow-up reminders, and proposal templates.
Manage post-event lead processing and ROI tracking.
Improve processes and ensure alignment across sales, marketing, product, and finance.

Qualifications

3+ years in marketing operations, sales operations, or revenue operations (SaaS/fintech preferred).
Strong hands-on experience with HubSpot Sales Hub and Marketing Hub.
Analytical mindset with ability to turn data into actionable insights.
Experience with campaign follow-up, workflows, and reporting.
Excellent communication, organization, and cross-functional collaboration skills.

Completive Salary and benefits. Apply today!

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