Marketing Technology, Automation, and Operations Specialist

About this role

Shift delivers AI agents that transform insurers' most critical work. By combining deep industry expertise and unmatched data resources, Shift provides proven results that have earned the trust of hundreds of the world's leading insurers. Our insurance-grade AI is accurate, explainable, and secure—empowering human experts to move with unmatched speed, total confidence, and a renewed focus on the people they serve.

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Our culture is built on innovation, trust, and a drive to transform the insurance industry through our SaaS platform. We come from more than 50 different countries and cultures and together we are creating the future of insurance.

Learn more at www.shift-technology.com

We are looking for a data-driven Marketing & Campaign Operations Specialist to sit at the intersection of campaign execution, marketing technology, CRM architecture, revenue process automation, and marketing performance. This role is not about simply running email blasts, launching ad campaigns, or enriching contact data; it is about building the architectural pipes that power our outbound and inbound marketing engines, and fine-tuning as you go.

The ideal candidate possesses the analytical mindset of a marketing operations lead, with the communications, strategy, and autonomy of a growth marketer. You will be responsible for orchestrating multi-source data workflows and campaigns on behalf of field marketing, owning marketing infrastructure and the tech stack (e.g. HubSpot/Salesforce), and managing marketing budget tracking and performance reporting to justify continued marketing investment.

What Your Impact Looks Like

At Shift, we value ownership from day one. In this role, you will:

Marketing Campaign Optimizations (35%)

• Be the go-to marketing expert on all things digital, support field marketing in strategizing, creating, and reporting on all types of digital campaigns (email, display, search, and organic channels).

• Work with brand and project management to templatize as much of the campaign planning process as possible

• Architect and build scalable campaign assets, landing page templates, list segmentation, and complex nurture workflows in HubSpot to support field marketing execution

• Focus on execution, lifecycle logic, and campaign architecture and report on campaign performance, implement testing scenarios as needed, document winning strategies, suggest opportunities for improvement, and share results with broader GTM stakeholders

• Build robust campaign workflows and automations that allow for best-in-class digital experiences, personalizations, and insights

Marketing Operations & Infrastructure (45%)

• Serve as the primary system administrator for HubSpot and its integration with Salesforce. Own lead flow, custom field mapping, sync error resolution, and lead-to-account (L2A) matching to ensure clean lead routing to Sales, ensuring strict data hygiene, crisp lead-to-account mapping, and seamless handoff processes

• Audit tool utilization across our marketing stack (including Contrast, Asana, Canva, and more), handling user management, integration upkeep, and new tool recommendations

• Research, select, and implement a data orchestration tool of record; ensuring marketing & sales data (contacts, leads, and accounts) are enriched and automated wherever possible

• Work closely with Sales Operations and Sales Enablement to ensure marketing processes are documented and trained, share tool changes, release notes, and digital best practices with field marketing

Process Optimization and System Performance Management (20%)

• Build and maintain operational dashboards that track pipeline, influence, impact, and ROI

• Act as the primary gatekeeper for the marketing budget. Track monthly media spend (e.g., LinkedIn, Google Ads) and software expenses against our

• Manage the annual planning process

• Translate raw marketing data into strategic insights for leadership, clearly demonstrating how our data orchestration efforts translate to pipeline impact.

What You'll Need to Succeed

We are looking for a Shifter who is...

• Ops Fluent : You bring 3–5+ years of experience in Marketing Operations, RevOps, or Growth Marketing at a B2B SaaS or technology company.

• Tech Savvy: 2+ years as administrator or power user of HubSpot and/or Salesforce, specifically regarding custom object mapping, routing rules, and workflow builders.

• Process Focused: Demonstrated experience building end-to-end lead lifecycle models, lead scoring programs, and multi-touch attribution mechanisms.

• Data Architect : You have proven experience setting up and managing data orchestration/enrichment tools (e.g., Clay, Clearbit, ZoomInfo, Zapier, Make).

• Growth Minded : You thrive on testing new automated techniques, welcome a high appetite for change, and are excited about using emerging AI tools to scale marketing systems. You actively look for ways to continuously improve workflows and help your peers grow.

• Communicator with Impact : You can tailor highly technical data insights into structured, clear, and relevant stories for non-technical stakeholders or executives. You listen carefully to ensure mutual understanding before executing next actions.

• Collaborative : You naturally partner with cross-functional teams across different countries, seeking out global strengths to deliver unified outcomes. You build long-term alignment and trust through consistent, transparent updates.

Interview Process:

• Recruiter Interview

• Hiring Manager Interview

• Interviews with Marketing and Sales Ops Teammates

• Case Study (Presentation and Panel Discussion)

To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we’d like to highlight:

• Flexible remote and hybrid working options

• Competitive Salary and a variable component tied to personal and co

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