Sales and Marketing Operations Manager

Role Overview: We are looking for a dynamic and results-driven Sales and Marketing Operations Leader with at least three years of experience in Sales and/or Marketing Operations. As the Sales & Marketing Operations Manager, you will take ownership of HubSpot CRM, enhance and execute email cadences, and utilize LinkedIn Sales Navigator to optimize prospecting efforts. Your primary responsibility will be to develop scalable processes, refine reporting and analytics, and empower our sales and marketing teams to maximize pipeline generation and conversion.

Key Responsibilities:

• HubSpot CRM Management
• Maintain, optimize, and troubleshoot HubSpot workflows, automations, lead scoring, and reporting.
• Ensure data integrity, segmentation, and pipeline accuracy across sales and marketing teams.
• Develop dashboards to track sales and marketing performance metrics.
• Email Cadences & Automation
• Design, implement, and refine outbound and inbound email sequences to improve engagement and conversion rates.
• A/B test subject lines, messaging, and send times to optimize performance.
• Ensure alignment with compliance standards (CAN-SPAM, GDPR).
• LinkedIn Sales Navigator Strategy
• Develop and implement best practices for prospecting and outreach via LinkedIn Sales Navigator.
• Train and enable the sales team on how to effectively leverage LinkedIn for lead generation and relationship building.
• Monitor and optimize InMail and connection request strategies.
• Sales & Marketing Alignment
• Collaborate with sales and marketing leadership to refine lead qualification criteria and handoff processes.
• Analyze funnel metrics and recommend data-driven improvements to outreach and conversion strategies.
• Support campaign execution by ensuring smooth integration between marketing and sales tech stacks.
• Reporting & Analytics
• Track key KPIs such as lead conversion rates, email performance, and sales cycle efficiency.
• Provide insights and recommendations to improve pipeline velocity and revenue growth.
• Maintain and enhance reporting structures to ensure visibility across GTM teams.

Qualifications:

• 3-5 years of experience in sales or marketing operations, preferably in a B2B SaaS environment.
• Deep expertise in HubSpot CRM, including automation, reporting, and integrations.
• Strong understanding of email cadence best practices and experience with sequencing tools.
• Proficiency in LinkedIn Sales Navigator and B2B social selling strategies.
• Analytical mindset with the ability to derive insights from data and optimize processes accordingly.
• Strong project management skills and the ability to drive cross-functional collaboration.
• Experience working with sales engagement tools (e.g., Outreach, SalesLoft) is a plus.

About Capstack Technologies

In 2023, the team at Capstack set out to create the first-ever bank-to-bank loan marketplace — a groundbreaking platform designed to improve risk management and facilitate seamless collaboration among financial institutions. We aim to enable banks to connect, share assets, and diversify capital confidently, all in one secure space. With a robust security system, Capstack Technologies ensures that all data and transactions are protected, redefining how the financial world operates.

Our Core Values

Lead by Example: Leadership sets the tone by embodying commitment, hard work, and an unwavering drive to achieve ambitious goals. We will never ask of others what we wouldn’t do ourselves.

Relentless Ambition: Strive for excellence with realistic but challenging goals. Success requires discipline, focus, and a relentless pursuit of growth and innovation.

Balance and Creativity: Weekends and time off are for family, personal growth, and unstructured creativity. Use this time to recharge or explore ideas that contribute to our mission.

Adaptability and Dedication: As an early-stage startup, we embrace the need for flexibility and the willingness to step outside traditional norms to meet the demands of the business.

Work-Life Integration: Recognize the importance of family and personal time, but also take ownership of responsibilities even during vacations or unconventional hours to keep progress moving.

Team Trust and Results: We operate as a high-trust team, where accountability is rooted in results, not hours logged. Success is about delivering outcomes while fostering enjoyment and camaraderie in the process.