Sales and Marketing Operations Specialist

Job Title: Sales and Marketing Operations Specialist

Reports to: Senior Director of Marketing, Brand & Alliances

Type: Full time, salaried

Location: Remote

Travel Requirements: Company has yearly in-person encouraged but not mandatory meetings. (typically, Milwaukee, WI)

About Crunchafi

Crunchafi (formerly LeaseCrunch) is revolutionizing the world of accounting with easy-to-use, cloud-based solutions designed to simplify complex financial data management. Our products empower CPA firms and financial professionals by streamlining lease accounting, data extraction, and cash flow forecasting, helping them deliver strategic value faster and more efficiently. Trusted by over 750 firms and more than 27,000 companies, Crunchafi combines cutting-edge technology with expert support to power the future of accounting.

Our Team

Crunchafi is made up of passionate, forward-thinking professionals committed to transforming the accounting industry. Our team is dedicated to providing innovative solutions that simplify accounting processes and provide actionable financial insights. We value collaboration, creativity, humor, and a shared vision of improving the accounting profession through technology.

Why Join Us?

We are looking for talented individuals to join our growing team and contribute to our mission of empowering CPA firms and financial professionals. At Crunchafi, you’ll be part of a dynamic, collaborative environment where your ideas are valued, and your growth is supported. We offer a rewarding work/life balance, opportunities for professional development, and a chance to make a real impact in the world of accounting.

HubSpot & CRM Management

• Maintain CRM data integrity through regular cleanup, deduplication, and account merges.
• Create and manage custom properties, fields, and lists to support campaigns and reporting.
• Assist with account updates, territory changes, and recurring data uploads to keep records accurate.
  
  

Automation & Workflows

• Build, test, and optimize HubSpot workflows, sequences, and automations to support lead nurturing, scoring, and routing.
• Document workflow logic to ensure processes are consistent and scalable.
  
  

SDR Email Sequences & Prospecting

• Build and manage SDR prospecting sequences in HubSpot (and related tools), ensuring accurate targeting, personalization, and compliance.
• Monitor sequence performance and provide insights to improve effectiveness.
• Partner with Sales leadership to refine messaging, cadence, and audience segmentation to maximize pipeline generation.
  
  

Lead Management & Inbound Support

• Manage inbound lead capture processes, ensuring leads are routed quickly and accurately.
• Oversee HubSpot chat functionality, including chatbot automations and live chat conversations.
  
  

Marketing Campaign Support

• Support execution of marketing emails, nurture programs, and event/webinar communications.
• Build and maintain segmented contact lists for campaigns and customer communications.
• Create landing pages and forms in HubSpot, ensuring they are integrated into workflows and reporting.
  
  

General Sales and Marketing Operations Support

• Provide cross-functional support for both Sales and Marketing teams as new needs to ensure smooth day-to-day operations across the go-to-market teams.
• Assist with special projects such as migrating data and processes from newly acquired companies into HubSpot.
• Help troubleshoot system or data issues.
  
  

Qualifications

• 1-3 years of experience in Marketing Operations, Sales Operations, or a related role (B2B SaaS experience preferred).
• Hands-on experience with HubSpot (certifications a plus) and familiarity with CRM best practices.
• Exposure to marketing automation, lead management, database management, and/or sales enablement workflows.
• Strong analytical skills with the ability to interpret data and make recommendations.
• Project management and organizational skills; able to balance multiple initiatives at once.
• Clear communicator with strong collaboration skills across marketing, sales, and customer success teams.
• Comfortable working independently, taking initiative, and troubleshooting issues.
• Awareness of data privacy, compliance, and best practices for managing customer data.