About Designs For Health
Designs for Health is a trusted leader in the nutraceutical industry, known for delivering high-quality, research-driven nutritional products that support better health outcomes. For more than 30 years, we have combined scientific integrity, innovation, and a strong commitment to quality to earn the confidence of practitioners and customers alike.
Job summary
We are seeking a detail-oriented, analytical Senior CRM Marketing Operations Analyst to serve as the functional owner and power user for Marketing's use of HubSpot. This remote role combines CRM operations, marketing analytics, and email and SMS execution to support business-to-business (B2B), patient-focused business-to-consumer (B2C), and direct-to-consumer (DTC) channels.
The analyst owns Marketing-facing HubSpot processes, workflows, audiences, dashboards, campaign operations, and user enablement while partnering with Brand Leads, copywriters, Creative, Sales, IT, and other business teams. The role collaborates with the Senior CRM Sales Operations Analyst on shared customer and account data, lifecycle definitions, lead handoffs, integrations, and cross-functional reporting. The role also connects sales outcomes with customer insights while providing analysis, segmentation, and measurement support to campaign and lifecycle strategy owners.
Key responsibilities
- Serve as the functional owner, senior power user, and subject matter expert for Marketing's use of HubSpot, including marketing processes, properties, lists, workflows, reports, dashboards, documentation, and usage standards.
- Analyze CRM, campaign, customer, and marketing-engagement data across B2B, patient-focused B2C, and DTC channels to identify trends, opportunities, and actionable insights.
- Build and maintain Marketing-facing HubSpot reports, dashboards, and performance summaries for Brand, Marketing, Customer Service, and leadership stakeholders; collaborate with the Sales CRM counterpart on shared funnel and revenue reporting.
- Coordinate with Brand Leads to define and maintain the strategic email and SMS content calendar, campaign schedule, automated flows, and related operational requirements.
- Coordinate with Brand Leads, copywriters, and Creative partners to move email and SMS content through development and ensure required copy, creative assets, audience criteria, and campaign details are ready for execution.
- Build, schedule, quality-check, and execute email and SMS campaigns and automated flows in HubSpot and connected tools, ensuring accurate audiences, links, timing, and tracking.
- Measure email and SMS performance, audience engagement, lead quality, conversion activity, and customer lifecycle outcomes and translate results into actionable recommendations.
- Develop and refine customer segments, targeting logic, campaign lists, suppression criteria, and audience-performance analysis in partnership with Brand Leads and other marketing stakeholders.
- Maintain and improve the accuracy, completeness, and consistency of Marketing-owned CRM data, including audience, consent, campaign, engagement, and marketing-touchpoint information; coordinate changes to shared contact and company data with the Sales CRM counterpart.
- Own Marketing's business requirements and operational support for HubSpot integrations with marketing automation, business intelligence, and other connected systems; coordinate shared integrations and data flows with the Sales CRM counterpart, IT, Data, and system owners.
- Monitor and troubleshoot Marketing-facing CRM data discrepancies, workflow issues, integration errors, and reporting inconsistencies; partner with the Sales CRM counterpart and technical owners when issues affect shared data or processes.
- Establish and improve governance for Marketing-owned HubSpot processes, including audience and consent standards, naming conventions, campaign tracking, workflow documentation, and marketing data quality; jointly maintain shared lifecycle and handoff definitions with Sales.
- Provide HubSpot guidance, training, and documentation for Marketing users that promote adoption, consistent campaign practices, data discipline, and reliable decision-making.
- Collaborate with the broader Marketing team to support departmental initiatives, projects, and evolving business priorities as needed.
Competency
- HubSpot Expertise: Applies advanced platform knowledge to reporting, segmentation, workflows, email and SMS execution, data quality, integrations, and user enablement.
- Analytical Thinking: Interprets campaign, customer, CRM, and sales data and translates findings into practical recommendations.
- Marketing Operations Acumen: Understands email and SMS calendars, content workflows, campaign execution, audience segmentation, customer journeys, and performance measurement.
- Cross-Functional Coordination: Keeps Brand Leads, copywriters, Creative partners, and technical stakeholders aligned on requirements, timing, dependencies, and execution readiness.
- Data Accuracy & Governance: Maintains strong attention to detail and promotes clean, structured, well-governed customer data.
- Systems Thinking: Understands how customer data flows across HubSpot and connected marketing, sales, ERP, and reporting platforms.
- Communication & Collaboration: Works effectively across Marketing, Sales, IT, Data, and other business teams and establishes clear ownership for shared CRM processes.
- Problem Solving: Investigates root causes and recommends practical improvements to marketing data, campaign workflows, integrations, and reporting.
- Process Orientation: Creates repeatable practices, clear documentation, and consistent standards for CRM analytics and operations.
- Adaptability: Adjusts effectively to changing business priorities, evolving systems, and fast-moving marketing needs.
Qualifications
- Bachelor's degree in Marketing, Business, Data Analytics, Information Systems, or a related field, or an equivalent combination of education and relevant experience.
- 5+ years of hands-on experience in CRM operations, marketing operations, lifecycle marketing, marketing analytics, customer data, or campaign execution and reporting.
- Required advanced, hands-on HubSpot experience, including reports and dashboards, segmentation, workflows, properties, lifecycle stages, data quality, email and SMS execution, and connected applications.
- Experience coordinating email and SMS content calendars, automated flows, audience segmentation, campaign quality assurance, scheduling, execution, and performance reporting.
- Experience coordinating content development with Brand Leads, copywriters, Creative teams, and other stakeholders while managing campaign requirements and timelines.
- Experience supporting CRM integrations, monitoring data flows, and troubleshooting synchronization or data-quality issues across connected systems.
- Strong working knowledge of Excel and/or Google Sheets; experience with Power BI, Looker, Tableau, or a similar business intelligence tool is a plus.
- Working knowledge of CRM data structures, lead and customer lifecycle stages, marketing funnels, email and SMS campaign tracking, and customer segmentation.
- Ability to analyze, synthesize, and present complex CRM, campaign, and customer data in clear business language and translate stakeholder questions into reporting, segmentation, workflow, and data solutions.
- Experience partnering with Sales Operations on lifecycle definitions, lead handoffs, shared data governance, integrations, and cross-functional reporting is preferred.
- Understanding of data privacy, CRM governance, and email and SMS marketing compliance considerations, including CAN-SPAM and related best practices.
- Experience in nutraceuticals, CPG, healthcare, wellness, or another regulated or quality-focused environment is preferred.
Benefits
- You receive a competitive salary and performance-based incentives.
- You benefit from health, dental, and vision insurance plans.
- You receive a monthly product stipend to support your personal health journey.
- You have access to paid time off and company holidays.
- You work in a collaborative and supportive team environment.
Physical demands
This position is primarily sedentary, requiring regular computer use and communication. Some tasks may involve moving within the office environment or occasional lifting of up to 10 lbs. Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.
Privacy
Your application for this position is subject to Designs for Health's Privacy Notice for Job Applicants and Workforce Members. Designs for Health does not sell your personal information, nor does Designs for Health share it for purposes of cross-context behavioral advertising.
Our commitment to diversity, inclusion & belonging
Designs for Health is an equal opportunity employer. We welcome diversity and are committed to creating an inclusive environment where all employees can grow and thrive. Our employees form meaningful and often life-long connections while working at Designs for Health. We are all passionate about our mission of designing a well world together.
Reports to
Sr. Director of Marketing Operations
Interested in this role?
You apply on the company’s site.
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