Sales and Marketing Operations Specialist

Sales and Marketing Operations Specialist

OVERVIEW OF THE ROLE

We are seeking an organized, proactive, and results-driven Sales and Marketing Operations Specialist to join our team.

In this role, you will collaborate closely with sales, marketing, and product teams to support sales enablement, execute integrated marketing initiatives, and streamline operational workflows.

This position blends advanced, hands-on Salesforce operations expertise—including CRM management, reporting, and marketing automation configuration—with flexible marketing generalist capabilities that provide adaptable support for campaign execution, product launches, and performance analytics.

The ideal candidate will leverage data, technology, and collaboration to improve visibility, streamline workflows, and drive business growth.

PERCENTAGE OF TRAVEL REQUIRED: Up to 25%

Please note: This position is mostly remote, but you might need to come to the office sometimes for meetings, training, or company events.

PRIMARY DUTIES AND RESPONSIBILITIES (OTHER DUTIES MAY BE ASSIGNED)


* Collaborate with sales, marketing, and product teams to align across go-to-market strategies, sales enablement initiatives, and product positioning efforts, while building strong relationships with internal stakeholders, external partners, and industry collaborators.


* Serve as a marketing generalist supporting the planning and execution of integrated, multi-channel marketing campaigns—including digital, email, content, and event initiatives—by coordinating resources, managing deliverables, and ensuring alignment with sales strategies and overall business objectives.


* Partner with product and marketing leadership to support product launch activities, including marketing coordination, messaging alignment, training coordination, and performance tracking.


* Serve as the hands-on Salesforce subject-matter expert for sales and marketing, executing CRM configuration tasks, managing data governance and data integrity practices, updating workflows, developing dashboards and reports, supporting marketing automation configuration, and troubleshooting issues to ensure accurate data, reliable operations, and informed decision-making.


* Manage and execute integrations and marketing automation workflows across Salesforce, Definitive Healthcare, and the marketing automation platform, in partnership with the marketing and sales teams, ensuring Salesforce functions as the central system of record for all sales and marketing data and supports accurate syncing, effective lead routing, and pipeline visibility.


* Support the sales team with various operational tasks, including creating and updating quotes, supporting new business and renewal contracting, and onboarding/training new team members on sales tools, processes, and best practices.


* Conduct market and competitive research and compile campaign performance data to identify trends, insights, and opportunities that inf...