• Receive, validate, and upload contact rosters from counterparties and internal stakeholders • Run all incoming contacts through email validation tools (e.g. NeverBounce) prior to upload, ensuring invalid or incomplete records are flagged and excluded • Ensure all contacts meet data quality standards — required fields include company name, company NMLS#, and assigned sales contact • Maintain and apply the company's CRM tagging taxonomy across channel, segment, status, rate sheet, distribution list, and event categories • Conduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve them • Manage event tags in advance of conferences and industry events, and support post-event outreach segmentation • Coordinate contact reassignment when sales team members join or depart • Serve as a resource for the sales team — helping reps locate marketing materials, presentations, and resources within the company's content library • Pull targeted contact lists on request to support outreach, conference prep, and business development efforts • Support counterparty onboarding by coordinating the intake and processing of new contact lists • Maintain accuracy of distribution lists as contacts are added, updated, or removed • Monitor and enforce opt-out and unsubscribe compliance across platforms • Communicate contact upload confirmations and list updates to relevant stakeholders • Follow and maintain standard operating procedures for contact management and list uploads • Identify opportunities to improve or streamline existing workflows • Support the Marketing team on campaign execution tasks as needed

We are HCSS. For the last 40 years, we have been developing software to help construction companies streamline their operations. Based in Sugar Land, TX, our mission is helping customers achieve excellence through our proven customer-centric, end-to-end solutions and exceptionally helpful service, while providing a great life for our employees. With this mission at the core of everything we do, HCSS is a pioneer and leader in the construction software space and a consistently recognized employer. We have earned Best Companies to Work for in Texas honors for 18 consecutive years and have been named a USA Today Top Workplace. HCSS has also been recognized by Built In as a Best Place to Work in Greater Houston and by Construction Executive for our technology innovation, reflecting our strong culture, industry leadership, and commitment to excellence. WHO WE NEED: As a Marketing Operations Specialist, you will sit at the intersection of marketing operations and data analysis. You will help translate complex data into actionable insights, proactively identifying business gaps and recommending data-driven solutions. Working heavily within Marketo and Salesforce, (bonus: PowerBI), you will take the lead on developing our automated reporting frameworks while supporting the daily execution and optimization of marketing automation. By monitoring data hygiene and collaborating closely with cross-functional teams, you will help ensure everyone has the reliable information they need to make fast, informed decisions that drive pipeline. Qualifications: - Bachelor’s degree in Marketing, Business Analytics, or a related field - 2-4 years of experience working with a Marketo and Salesforce - Basic understanding of the lead lifecycle and marketing/sales funnel - Solid understanding of data quality best practices, lead routing rules, and how to spot errors in MAP → CRM workflow - Familiarity with the B2B buyer journey, demand generation strategies, and standard marketing ROI metrics - Excellent ability to share complex data and campaign updates in a clear, straightforward way so other teams know exactly what the numbers mean - Data-driven mindset with interest in campaign performance and optimization. Preferred Qualifications: - Previous experience working with Marketo and Salesforce preferred - Technical Savvy: Proficiency in data visualization tools (e.g., Tableau, PowerBI, or Salesforce Reports) and advanced Excel/Google Sheets skills - Experience with complex attribution models (multi-touch, weighted), lead lifecycle management, and the marketing-to-sales funnel - List enrichment and scrubbing from open public sources as well as leveraging ZoomInfo to build and refine audience segments with accurate, up-to-date firmographic and contact data. Role Responsibilities: - Reporting & Automation: Build, maintain, and own automated dashboards and reports using PowerBI, Salesforce, and Marketo to clearly communicate campaign results and marketing’s overall impact on the pipeline. - Data Analysis & Problem Solving: Analyze marketing data to spot trends and business gaps, working independently to troubleshoot issues and recommend actionable solutions to the wider team. - System Integration & Monitoring: Monitor daily lead flow to quickly identify, flag, and troubleshoot sync errors or data discrepancies between Marketo and Salesforce. - Data Integrity: Follow established data quality best practices to ensure accurate lead routing, precise audience segmentation, and highly reliable reporting outputs. - Cross-Functional Support: Work alongside marketing and sales teams to provide regular campaign updates, share data insights, and support initiatives that span multiple departments. - Workflow Optimization: Support campaign execution, assisting the DemandGen team in analyzing performance to optimize workflows, improve conversion rates, and meet demand generation goals. - Assist in implementing lead scoring, routing, and segmentation strategies. - Campaign Attribution: Implement and manage attribution models to help the team understand which channels (Organic, Paid, Social, etc…) are driving the highest ROI. Travel Requirements: If fully remote, office visits required once a quarter at minimum for planning/event-based meetings BENEFITS & PERKS: Part of our mission is to provide a great life for our employees. We believe that when our people are happy, they do their best work. Some of the benefits and perks we offer include: - Flexibility to work Remotely - Medical, dental, and vision coverage with company-paid and employee-paid options - Paid holidays, sick days, and personal time off - Employee Resource Groups (ERGs) that foster connection and inclusion - On-site amenities including a covered basketball court, soccer field, track, pickleball/tennis courts, gym, etc. - Dog-friendly campus and WiFi-accessible courtyards - 401(k) with a 5% company match - Coverage for employee professional development and wellness - And more!

• Support day-to-day HubSpot tasks including contact management, list building, workflow updates, property creation, form management and report and dashboard creation • Help maintain and resolve field mapping issues, sync errors, and data consistency • Support enrichment workflows using tools like ZoomInfo, Clay, or similar platforms to keep data accurate • Execute ongoing data hygiene work including deduplication, field standardization, list cleanup, and segmentation • Support HubSpot workflow builds and updates that support campaign launches, and lead routing • Build and manage email sequences in Outreach.io , create and maintain prospect views and lists, and manage Chili Piper Rules and Routers • Document workflows, processes, and field definitions to support team knowledge and continuity

• Own and optimize marketing systems including Microsoft Dynamics 365, Click Dimensions, and Power BI • Build dashboards and reporting to track campaign performance and pipeline impact • Manage end-to-end lead flow: imports, data quality, scoring, routing, and tracking • Execute and automate email campaigns and nurture programs • Design scalable processes across marketing and sales • Evaluate and implement new tools (including AI) to improve efficiency • Support website updates and digital campaign execution • Act as the go-to resource for marketing systems and data