Director of Marketing Operations

About This Role

The Director of Marketing Operations will own the strategy, implementation, governance, and continuous optimization of HubSpot as the central source of truth for CRM, pipeline management, campaign execution, and reporting. This leader partners closely with Practice Area leaders, Marketing, Business Development, and Finance to ensure HubSpot enables predictable revenue performance, data quality, and cross\-functional alignment.

This role blends strategic vision with hands\-on execution, from designing HubSpot processes to supporting pipeline reporting, campaign analytics, and user adoption, ensuring teams can confidently use HubSpot to track, advance, and measure prospects and customers throughout the full sales lifecycle.

Key Responsibilities

Hubspot Strategy \& Platform Leadership

• Serve as the primary HubSpot SME, providing day\-to\-day support, governance, and best\-practice guidance.
• Onboard and educate users across Practice Areas and Marketing on CRM workflows, deal progression, contact management, and pipeline hygiene.
• Develop documentation, playbooks, and training materials that scale knowledge and drive consistent platform adoption.

Campaign Enablement \& Marketing Support

• Support Marketing in campaign setup, audience segmentation, nurture streams, and multi\-channel execution using HubSpot tools.
• Partner with campaign owners to ensure tracking standards, lead routing, and measurement frameworks are in place.
• Establish and reinforce processes for test/control measurement, campaign tagging, and attribution.

Reporting, Analytics \& Insights

• Enable self\-service reporting for key stakeholders while ensuring consistent definitions and data integrity.
• Identify trends and opportunities to optimize campaign performance and share actionable insights with cross\-functional partners.

Data Quality \& Governance

• Define and enforce CRM data standards, governance policies, and lifecycle stage definitions.
• Partner with business and technical stakeholders to maintain clean, accurate Account, Contact, and Activity data.
• Audit CRM health regularly and steward coordinated remediation plans.

Cross\-Functional Collaboration

• Act as a bridge between marketing, business development and practice area leaders to align on process, definitions, and system requirements.
• Lead regular ops rhythm and alignment meetings for GTM system updates, priority setting, and feedback loops.

Experience

• 7\+ years of GTM operations, RevOps, CRM operations, or related experience.
• Strong track record managing HubSpot (or equivalent enterprise CRM/marketing platforms) for commercial functions.
• Demonstrated success driving cross\-functional operational excellence with Marketing and Leadership teams.

Technical Skills

• Expert user of HubSpot CRM, workflows, reporting, sequences, lists, campaign tooling, and integrations.
• Skilled in data management best practices, reporting tools, SQL or analytics (preferred but not required).
• Comfortable navigating APIs and integrations with related systems (e.g., event platforms, sales enablement, enrichment tools).

Leadership \& Communication

• Exceptional communicator with ability to explain technical concepts to non\-technical audiences.
• Collaborative, solution\-oriented, and able to influence without direct authority.
• Highly organized, process\-driven, with a bias toward scaling documentation and repeatable best practices.

Education

• Bachelor’s degree in Business, Marketing, Analytics, or related field (preferred).
• HubSpot certifications or similar CRM/operations credentials a plus.

What Success Looks Like in 12 months

• A documented, prioritized HubSpot roadmap that has been communicated and adopted across GTM functions.
• Clear, consistent CRM data standards and governance practices in place with measurable improvement in data quality.
• Reliable reporting suite providing visibility into pipeline performance and marketing contribution that stakeholders trust and use.
• High adoption and confidence in HubSpot workflows and tools across Marketing and Practice Area teams.
• HubSpot serving as the single source of truth for deal progression, campaign measurement, and GTM performance.

Cultural Expectations

• Demonstrate initiative, integrity, and professionalism in internal and client\-facing interactions.
• Engage in firm culture, contribute to team success, and take ownership of learning and growth.
• Show resilience, flexibility, and a growth mindset in an evolving, fast\-paced consulting environment.

Performance Expectations

• Personal Development: Demonstrates curiosity and a commitment to continuous learning by staying current on payroll, benefits, and regulatory changes. Actively seeks feedback, applies lessons learned, and adapts practices to improve accuracy, efficiency, and service delivery.
• Quality of Work: Consistently delivers precise, well\-organized, and timely payroll and benefits outputs. Exercises sound judgment, double\-checks work, and proactively identifies and corrects discrepancies to uphold Coker’s standards for accuracy, compliance, and professionalism.
• Accountability \& Ownership: Takes full ownership of payroll and benefits responsibilities, including resolving issues through to completion. Acknowledges mistakes promptly, implements corrective actions, and strengthens controls to prevent recurrence. Owns payroll and benefits execution end\-to\-end and serves as the single point of accountability for accuracy, compliance, and resolution.
• Process Discipline \& Compliance: Follows established systems, standard operating procedures, and internal controls while ensuring adherence to federal, state, and local regulations. Maintains confidentiality of sensitive employee data and demonstrates a strong risk\-awareness mindset.
• Employee Service Orientation: Provides responsive, clear, and respectful support to employees at all levels. Communicates complex payroll and benefits information in an understandable manner and resolves inquiries with professionalism, empathy, and timeliness.
• Technical \& Systems Proficiency: Effectively leverages UKG Ready, HRIS, and related tools to manage payroll and benefits administration. Uses reporting and data analysis capabilities to improve accuracy, reduce manual effort, and support informed decision\-making.
• Organization \& Time Management: Demonstrates exceptional organization and prioritization skills, managing multiple deadlines and cyclical demands (e.g., payroll processing, open enrollment, year\-end reporting) with consistency and reliability.
• Team Collaboration: Builds strong, trust\-based relationships with HR, Finance, brokers, vendors, and colleagues across the firm. Contributes positively to a collaborative, team\-oriented culture and supports shared goals.
• Communication \& Professional Presence: Communicates confidently and professionally in both written and verbal interactions. Adjusts communication style appropriately for employees, leadership, and external partners while maintaining a calm and courteous demeanor.
• Continuous Improvement Mindset: Identifies opportunities to streamline workflows, enhance controls, and improve the employee experience. Demonstrates adaptability and openness to change as Coker evolves and scales.

Compensation Structure

• Base Salary: Competitive and market\-aligned, reviewed bi\-annually.
• Annual Incentive: Target of 15% of base compensation, tied to performance against qualitative metrics.