Marketing Operations Specialist

Filevine is forging the future of legal work with cloud-based workflow tools. We have a reputation for intuitive, streamlined technology that helps professionals manage their organization and serve their clients better. We’re also known for our team of extraordinary and passionate professionals who love working together to help organizations thrive. Our success has catapulted Filevine to the forefront of our field—we are ranked as one of the most innovative and fastest-growing technology companies in the country by both Deloitte and Inc.

Our Mission

Filevine is building the seamless intersection between legal and business by creating a world- class platform to help professionals scale.

What You'll Do

• We are seeking a highly organized and data-driven Marketing Operations Specialist to join our team. This role will be responsible for managing marketing automation systems, optimizing workflows, improving lead management, and ensuring seamless integration between marketing and sales platforms. The ideal candidate has experience with HubSpot, Salesforce, Workato, and other marketing automation tools and is passionate about enhancing marketing efficiency through data-driven decision-making.
• Key Responsibilities:

Marketing Automation & Technology Management:

• Manage and optimize marketing automation platforms (HubSpot, Marketo, Pardot, etc.) to support lead generation, nurturing, and scoring.
• Ensure seamless integration between CRM (Salesforce), marketing automation, and other sales/marketing tools.
• Develop, implement, and troubleshoot marketing automation workflows, email campaigns, and lead nurturing sequences.
• Monitor data integrity and ensure consistency across marketing and sales platforms.

Lead Management & Sales Alignment:

• Oversee lead scoring, routing, and assignment to ensure marketing-qualified leads (MQLs) are efficiently passed to sales teams.
• Work closely with sales & SDR teams to align lead management processes and improve pipeline efficiency.
• Ensure accurate campaign attribution tracking for better visibility into ROI.

Marketing Analytics & Performance Tracking:

• Track and report on campaign performance, lead conversion rates, and pipeline impact.
• Build dashboards and reports to provide visibility into marketing performance and effectiveness.
• Optimize campaign tracking (UTM parameters, tagging, CRM tracking) to ensure accurate data collection.

Process Optimization & Automation:

• Identify opportunities to improve marketing processes, campaign execution, and operational efficiencies.
• Automate repetitive marketing tasks using Workato, Zapier, or similar automation platforms.
• Maintain marketing database hygiene, including deduplication, segmentation, and compliance with data privacy regulations.

Qualifications & Skills

• Bachelor’s degree in Marketing, Business, Data Analytics, or a related field.2+ years of experience in marketing operations, demand generation, or a related role.
• Hands-on experience with HubSpot, Salesforce, Workato (or similar integration tools), and marketing automation platforms.
• Strong analytical skills with experience in Google Analytics, Excel, SQL, or BI tools.
• Familiarity with lead management processes, CRM best practices, and campaign attribution models.
• Strong problem-solving skills, with the ability to streamline workflows and improve operational efficiency.
• Excellent communication and project management skills, with a keen attention to detail.
• Experience in B2B marketing, SaaS, or enterprise sales environments.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.