Marketing Operations and CRM Expert (HubSpot)

About this role.

Docplanner is seeking a Marketing Operations and CRM Expert to administer and improve its marketing technology stack, with HubSpot as the core platform. The role combines marketing automation, CRM administration, data governance, workflow optimization, lead scoring, and HubSpot-Salesforce integration support. It also contributes to AI-enabled marketing workflows, agents, and process improvements. The specialist will partner with marketing, data, and systems teams while training users and maintaining reliable lead-management operations.

Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

Job Complexity

4/5### Pace & Pressure

4/5### Autonomy Level

4/5### Communication Load

4/5AI insightThis is a technically demanding marketing-operations role because it requires strong HubSpot administration, CRM data discipline, integrations, workflow troubleshooting, and applied AI awareness. The role also requires independently prioritizing improvements across multiple stakeholders and systems.

Salary analysis

Estimated compensation compared with the broader US market for similar roles.

$112,000

$90k–$135k

AI insightNo actual salary or compensation range is disclosed in the posting. The figures shown are estimated annual USD base-salary market benchmarks for a US-based mid-level to senior Marketing Operations/HubSpot CRM Specialist; actual pay will vary by country, experience, and local employment arrangements.

Core skills

Skills and capabilities most closely associated with this opportunity.

Sample interview questions

How would you diagnose an issue where marketing-qualified leads are not reaching Salesforce reliably?

I would first map the expected lifecycle from HubSpot qualification through workflow enrollment, property updates, sync rules, and Salesforce assignment. I would review workflow history, sync error logs, required-field mappings, duplicate rules, and recent configuration changes, then test the corrected path with controlled records and document the root cause and prevention steps.

Describe how you would design a predictive lead-scoring approach for a marketing team.

I would begin with a clear conversion outcome, such as sales acceptance or opportunity creation, and validate historical data quality. I would combine fit attributes, engagement signals, recency, and negative signals, calibrate thresholds with sales, and monitor conversion performance regularly so the model can be refined as campaigns and buyer behavior change.

What practices would you use to maintain strong data governance in HubSpot?

I would establish clear property definitions, ownership, validation rules, access controls, retention practices, and a documented change-management process. I would also schedule data-quality reviews for duplicates, incomplete records, source consistency, consent status, and synchronization exceptions, with accountable owners for remediation.

Give an example of an AI-enabled marketing-operations use case you would evaluate.

I would evaluate an AI-assisted workflow that classifies inbound form submissions or conversational intent, enriches the record using approved data sources, recommends a routing path, and flags low-confidence cases for review. I would measure accuracy, routing speed, conversion impact, privacy compliance, and operational effort before scaling it.

How do you prioritize competing requests from marketing, sales, and data stakeholders?

I assess each request against business impact, urgency, risk, effort, dependencies, and alignment with agreed operational goals. I make priorities visible in a shared backlog, communicate trade-offs early, address production issues quickly, and reserve capacity for proactive improvements that reduce recurring manual work or errors.

Company Description

At Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries (through brands like ZnanyLekarz, Doctoralia, MioDottore, DoktorTakvimi, and jameda). Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently, so they can focus on what really matters: caring for their patients.

Learn more about our products here:

Why join us?

📊 Real impact – We help doctors help patients. Your work truly makes a difference.

📈 At scale, yet agile – 3,000+ employees, but still fast, flexible, and hands-on.

✨ Shape the future, sustain growth – Make a difference now and build for long-term success.

Job Description

This role is remote within our markets

The Marketing Operations & Technology Specialist will be responsible for the administration and continuous improvement of our core marketing technology platforms, driving marketing operations excellence with HubSpot as the primary tool. Beyond day-to-day operations, this role contributes to transformational initiatives, including the design and deployment of AI-powered workflows, AI agents, and other tangible AI-driven solutions that improve how marketing operates.

Made up of one part IT geek and one part integrated marketing expert, this hybrid role bridges the gap between technical execution and marketing strategy, providing the foundation to support strong marketing execution. They will serve as the super user and product expert on the technical aspects of our marketing tools and ensure the platforms are working proficiently to meet DocPlanner’s marketing and business objectives.

How will you make an impact?

• Be responsible for the configuration, maintenance, and continuous optimization of marketing systems, with a proactive mindset toward scalability and performance
• Contribute to transformational initiatives leveraging AI – including AI-powered workflows, AI agents, and emerging AI capabilities to automate processes, improve efficiency, and unlock new value for the marketing team
• Support and continuously improve the HubSpot–Salesforce sync, ensuring data integrity, reliable lead flow, and alignment between platforms
• Build and refine predictive lead scoring models to enable smarter prioritization and higher conversion
• Take a proactive approach to workflow monitoring and error resolution, particularly around MQL qualification and lead assignment/delivery, minimizing disruptions
• Leverage data enrichment and custom-coded actions within workflows to extend platform capabilities and deliver advanced automation
• Create, manage, and document system processes, and train all users on best practices
• Maintain and refine core items such as CRM records, properties, lists, workflows, user management, and GDPR compliance
• Implement lead scoring practices, lead sources, chatbots, and marketing automation tactics to drive higher conversion
• Manage data imports according to campaign requirements, ensuring data accuracy, hygiene, and proper segmentation
• Be responsible for data security and governance for information flowing in and out of the marketing systems
• Partner with internal teams to identify pain points, prioritize enhancements, and communicate improvements for core marketing systems
• Drive cross-platform integrations (Salesforce included) and collaborate with other system administrators and internal data teams
• Stay up-to-date on data & technology changes (internal and external), including AI advancements, that can impact the marketing technology stack
• Be part of the evaluation of future technology solutions to meet the evolving challenges of the marketing team

Qualifications

What will help you thrive?

• Degree in marketing, computer science, business, or a related field
• Proficient knowledge of
• digital marketing automationor other marketing technology (- HubSpotrequired)- Salesforce experience, particularly with HubSpot–Salesforce sync, is a plus
• Hands-on experience or a strong interest in
• applying AI to marketing operationsis a significant plus- Familiarity with predictive lead scoring, data enrichment, and custom-coded workflow actions is highly valued
• Demonstrated experience using technology & marketing expertise to drive process and performance improvements
• Proven ability to manage multiple, competing priorities simultaneously
• High attention to detail is a natural characteristic
• Positive can-do attitude with strong initiative and follow-through
• A proactive mindset – anticipating issues and initiating improvements rather than waiting for them to surface
• Insatiable appetite to learn and grow
• Excellent written & verbal communication skills, with a proven ability to deliver messages in a manner that is clear, effective, and engaging
• Strong level of business English

What to Expect from Our Hiring Process

We like to keep things transparent and efficient! Here’s what the process usually looks like (though it might vary slightly depending on the role):

1️⃣** Intro Chat – A first call with ourTalent Partner **to explore mutual fit around relevant skills, value alignment, and motivation.

2️⃣Hiring Manager Interview – A deeper conversation about your background, aspirations, and experience with **Anastasia Voshchenkova ****(Global Head of Marketing Operations and Technology) and your potential manager in this role. **Take this chance to ask anything on your mind—it’s just as much about making sure we’re the right fit for you, too.

3️⃣ Business Case – A live exercise with no preparation time, designed to understand how you approach real-life problems. You’ll walk us through your approach in a collaborative discussion with the hiring manager and the team to discuss your thoughts and findings.

4️⃣ Additional/ Final Interview (Optional) – A final conversation with another Senior Leader or Peer from our Global Team.

5️⃣ References & Offer!

Why You’ll Love It Here

💙 Global Benefits – **No matter where you are, you’ll have access to:

• Healthcare insurance – so you can focus on what matters.
• Wellness that works for you – from gym memberships to mental health support, we’ve got you covered.
• Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance.

📍 Local Perks – **Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave.

🚀 Career Growth – **We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether within your team or through cross-functional projects.

🌎 A Truly Global Team – **Work with talented people from all over the world in a diverse and inclusive environment.

⏳ Flexibility That Works for You – **Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules. Prefer an office setting? You’re welcome at any of our hubs in Barcelona, Warsaw, Curitiba, Rio de Janeiro, Mexico City, Bogotá, Munich, Rome or Bologna.

Please note:** **At this time, we are not able to sponsor visas for this position. To apply, you must already have the legal right to work in your country of residence or the location of the role.

What We Believe In

At Docplanner, our values guide everything we do:

📊 Focus on results – we’re here to make an impact.

🧠 Think like an owner – **take responsibility, drive outcomes.

✂️ Keep it simple, keep it lean – **smart solutions over complexity.

🔊 Be respectful and radically honest – **openness builds trust.

📚 Learn and be curious – **growth is part of the job.

Don’t just take our word for it—check out our to hear what our people say!

_

We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We welcome applicants from all walks of life, regardless of gender, disability, or background, and are dedicated to fostering an inclusive workplace where everyone feels valued and empowered to contribute.

Annual salary information is not provided for this position. Explore salary ranges for similar roles in our[Salary Directory ›]

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

Показать контакты