Email & Marketing Data Specialist

Attention: Kapitus is aware that individuals posing as recruiters may be communicating with job seekers about supposed positions with Kapitus. Kapitus has received reports that the content and method of communication can vary, but messages may contain requests for payment (e.g., fees for equipment or training) and/or for sensitive financial information. Kapitus will never ask a candidate for employment for payment or financial information during the initial application or interview process. All open positions are posted in location specific employment portals available at www.kapitus.com/careers All legitimate Kapitus job postings on employment sites will direct candidates to complete an application through these portals before completion of the hiring process. Candidates with additional questions or concerns regarding any recruiting communications or Kapitus’ recruiting process in general should email [email protected] The Email & Marketing Data Specialist is technically driven and sits at the intersection of CRM strategy and email marketing execution. The position bridges Salesforce CRM and HubSpot's email platform, requiring deep technical data management expertise to keep systems in sync, campaigns running intelligently, and data clean at scale. The ideal candidate thrives on building complex automations, obsesses over data integrity, and excels at turning CRM logic into personalized email journeys. What you will do: Manage Salesforce–HubSpot Data Sync Own the bidirectional data sync between Salesforce and HubSpot, ensuring leads, stages, and contact activity are accurately reflected across both systems at all times. Build Automated Workflows & Drip Campaigns Create and implement complex automated workflows and drip campaigns within HubSpot, leveraging Salesforce opportunity stages and custom object fields to trigger personalized content based on prospect journey and account status. Architect Multi-Step Automations Design, maintain, and optimize multi-step automation workflows driven by Salesforce object updates (Leads, Contacts, Opportunities, Custom Objects) to trigger HubSpot actions including email sends, enrollment, suppression, and branching logic. Enforce Data Integrity Develop and enforce data validation rules, field-mapping schemas, and sync logic to prevent duplication and maintain database integrity at scale. Troubleshoot Integration Issues Monitor, analyze, and troubleshoot API sync errors, integration logs, and workflow audit histories to diagnose systemic issues in record updates, field mismatches, sync delays, or permission-related failures. Build Advanced Segmentation Create precision-targeted segments using a combination of Salesforce report criteria and HubSpot behavioral data (events, timestamps, scoring attributes) for complex campaigns and automated journeys. Manage Data Lifecycle Own enrichment, deduplication, archival, and sunset automation processes to ensure long-term data quality and compliance within both platforms. Build Content Pathways Design conditional branching and content pathways that deliver the right message at the right time based on CRM and behavioral signals. Maintain Workflow Version Control Implement workflow version control to ensure updates to triggers, enrollment criteria, and dependencies do not disrupt active marketing and sales processes. What we’re looking for: 5–8 years of hands-on experience in marketing data management, email automation, and CRM integration. Proficiency in HubSpot and Salesforce with a deep working knowledge of both platforms is required. Experience with Google Analytics. Strong understanding of CRM data architecture such as objects, fields, relationships, and sync logic. Proven experience building complex automation workflows and drip campaigns. Deep knowledge of API integrations, data mapping, and troubleshooting sync issues between systems. Experience with behavioral segmentation and lifecycle-stage management. Strong data hygiene instincts such as deduplication, enrichment, and compliance at scale. Analytical mindset with the ability to dig into logs, audit trails, and data discrepancies to find root causes. Excellent attention to detail and a process-driven approach to managing complex, interdependent systems. Strong communication skills Ability to translate technical data concepts for marketing and sales stakeholders. Experience in the financial services industry and/or B2B marketing environments is a plus Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $62,800 to $100,800. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience Annual Incentive Compensation Eligibility – Up to 10% annually Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. Additional perks through UHC include: Sweat Equity, free subscription to the Calm App, UHC rewards, Real Appeal, and Quit For Life. Flexible Spending Account: Set aside pre-tax dollars from your paycheck to pay for qualified out-of-pocket medical, dental, vision, pharmacy or dependent care expenses. Lifestyle Spending Account: Employer sponsored post-tax benefits that allow reimbursement for expenses related to physical, mental and financial well-being. 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense. Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. Commuter Benefits: We offer pre-tax benefits on parking and commuter expenses to cover travel to and from work. LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools. Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Managed through our LSA plan, Kapitus Academy. Travel Reimbursement: We also offer travel reimbursement for all work-related travel, supporting your involvement in career and personal development activities. Paid Time Off and Sick Time. Retirement Benefits : Our 401K plan is managed through Fidelity. To support your long-term financial goals, the company provides a 25% match on your contributions, up to 6% of your annual salary. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner’s story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.