Marketing Operations & Analytics Specialist

Role Summary

GDS Wealth Management is hiring a Marketing Operations & Analytics Specialist (also known as HubSpot Marketing Specialist) to run our HubSpot marketing efforts and show us where our time and budget earn the best return.

You will dig into the data and tell us plainly what is working and what is not. You will also run the outbound campaigns that keep us in touch with prospects and clients. This is a hands-on seat for someone who is as comfortable reading a dashboard as pressing send.

What You Will Do

• Review HubSpot data and analytics to judge campaign performance. Recommend which efforts deserve more investment and which should be adjusted or dropped, based on ROI.
• Build and pull targeted contact lists from HubSpot for outbound campaigns.
• Build outbound email campaigns, then schedule and send them.
• Build and maintain marketing automation workflows, such as nurture sequences and list-based sends. Changes to lifecycle stages or shared properties go through Revenue Operations.
• Report on key marketing metrics to the team on a regular cadence, in plain language, using metric definitions set by Revenue Operations.
• Work with Revenue Operations to design the campaign process and list segmentation structure, then run every campaign within it.
• Keep marketing contact data and segmentation clean, within the data standards set by Revenue Operations, so every list can be trusted.
• Monitor HubSpot integrations with our other systems and flag issues to Revenue Operations or Technology, who own the integrations and their fixes.
• Submit new fields, properties, or workflow changes that affect other teams through the Revenue Operations change-request process.
• Route campaign content through Compliance review before it goes out.

What You Bring

Required

• 3+ yrs hands-on HubSpot experience building segmented lists and custom reports
• A track-record running email marketing campaigns from build through send, including A/B testing and review of deliverability and engagement
• Comfort with analytics and the ability to turn campaign data into clear recommendations on where to invest and where to pull back
• Working fluency in Excel or Google Sheets for analysis beyond what Hubspot reports natively
• Clear written and verbal communication, with the ability to explain results effectively
• Careful attention to detail. In a regulated firm, a wrong list or an unapproved send has real consequences
• Willingness to follow a compliance review process for every outbound communication
• Ease working alongside Revenue Operations, who own the systems that connect to HubSpot

Preferred

• Experience in financial services or another regulated industry
• HubSpot certification in Marketing Software or Email Marketing
• Familiarity with Salesforce or another CRM that connects to HubSpot
• Experience with a BI tool such as Looker Studio or Power BI
• Experience segmenting clients and prospects for an advisory audience.

What We Offer

Compensation: Competitive base pay with performance incentive bonuses

Benefits: Health insurance and 401(k) with matching contributions, Paid time off (vacation, holidays, etc), Health Savings Account, Flexible Spending Accounts, Employee Assistance Program, Voluntary Benefits and Employee Discounts, Tuition/Professional Development Reimbursement

Location and schedule: Flower Mound, TX

Reports to: Marketing Manager

A small firm where your analysis reaches decision makers quickly and your recommendations get acted on

How We Work

• Our values shape how we hire and how we work.
• No drama. Do not start it. Do not tolerate it.
• Kaizen. Keep improving. Growth is uncomfortable, and we do not stand still.
• Pursuit of excellence. Hold yourself to the highest standard and move with urgency.
• Grit. Be a buffalo, not a cow. Lean into hard problems.
• Excuses or results. Own your outcomes. No finger pointing.

Equal Opportunity and Employment Status

GDS Wealth Management is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.

This description summarizes the role and is not a contract of employment. Employment with GDS is at will. Either party may end the relationship at any time, with or without cause or notice