Marketing Operations & Hubspot Lead

📌 Core Information

🔹 Job Title: Marketing Operations & Hubspot Lead

🔹 Company: Filed

🔹 Location: New York, New York, United States

🔹 Job Type: Full-Time, Remote OK

🔹 Category: Marketing

🔹 Date Posted: July 3, 2025

🔹 Experience Level: Mid-Level (2-5 years)

🔹 Remote Status: Remote OK

🚀 Job Overview

Key aspects of this role include:

• Building and maintaining best-in-class marketing automation in HubSpot
• Designing lifecycle journeys that move leads from first touch to onboarding to retention
• Owning the CRM/CDP infrastructure to power go-to-market execution and insights
• Driving segmentation, behavioral triggers, and experiments to improve conversion
• Enabling the broader GTM team with tooling, templates, and support

ASSUMPTION: This role requires a high degree of autonomy and comfort working in a fast-paced, ambiguous environment. The ideal candidate will be comfortable making decisions with incomplete data and thrive in a role that requires constant iteration and improvement.

📋 Key Responsibilities

✅ Build and maintain best-in-class marketing automation in HubSpot

✅ Design lifecycle journeys that move leads from first touch to onboarding to retention

✅ Own the CRM/CDP infrastructure to power go-to-market execution and insights

✅ Drive segmentation, behavioral triggers, and experiments to improve conversion

✅ Enable the broader GTM team with tooling, templates, and support

ASSUMPTION: This role requires a strong understanding of user psychology, growth systems, and high-trust workflows. The ideal candidate will be comfortable operating at the intersection of these areas and making judgment calls in the face of ambiguity.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: 2-5 years of experience in marketing operations, with a focus on HubSpot and CRM

Required Skills:

• Deep experience in marketing automation and CRM, especially HubSpot
• Comfortable designing and analyzing lifecycle journeys and behavioral campaigns
• Confident working across data layers (CDPs, integrations, attribution, reporting)
• Proven ability to work in fast-paced startups or regulated industries
• Experience scaling a B2B funnel from 0→1 (bonus)

Preferred Skills:

• Experience with Clearbit and Census
• Familiarity with the tax preparation industry

ASSUMPTION: Given the fast-paced nature of the role, candidates with experience in high-growth startups or dynamic environments will likely be more successful in this position.

💰 Compensation & Benefits

Salary Range: $84,700 - $118,000 per year (based on industry standards for the role, experience level, and location)

Benefits:

• Above Market Pay
• Equity
• Full Autonomy

Working Hours: 40 hours per week, with flexible hours and a focus on outcomes rather than hours worked

ASSUMPTION: The salary range provided is an estimate based on industry standards for the role, experience level, and location. Actual compensation may vary based on the candidate's qualifications and the company's internal compensation structure.

📌 Applicant Insights

🔍 Company Context

Industry: Filed is a fast-growing startup in the tax preparation industry, backed by top-tier investors and focused on building the first AI tax preparer trusted by America’s accounting firms.

Company Size: Filed is a small but rapidly growing startup with a current team of 30 people. This means the company offers a high degree of autonomy and the opportunity to have a significant impact on the business.

Founded: Filed was founded in 2024 and has already achieved strong product-market fit and rapidly growing, sticky revenue.

Company Description:

• Filed is building the first AI tax preparer trusted by America’s accounting firms, aiming to solve the industry's talent shortage and $70B market size.
• The company operates with ruthless speed and expects team members to move quickly and make decisions with incomplete data.
• Filed offers above-market pay, equity, and full autonomy to its employees, with a focus on results and outcomes rather than hours worked.

Company Specialties:

• AI-driven tax preparation
• Marketing automation and CRM
• Growth systems and user psychology

Company Website: www.filed.com

ASSUMPTION: Filed's fast-paced, high-growth environment may not be suitable for candidates who prefer a more structured or slower-paced work environment.

📊 Role Analysis

Career Level: This role is suitable for mid-level marketing professionals with 2-5 years of experience in marketing operations, CRM, and marketing automation.

Reporting Structure: The Marketing Operations & Hubspot Lead will report directly to the marketing leadership team and work closely with product, sales, support, and users to rethink how Filed grows and delivers value in the tax preparation space.

Work Arrangement: This role is remote-friendly, with a focus on outcomes and results rather than hours worked. The ideal candidate will be comfortable working independently and managing their own time.

Growth Opportunities:

• Filed operates on six levels, with meaningful jumps in salary and equity at each level. Promotions are based on output and ownership, not tenure.
• The company reviews levels every 4 months, providing opportunities for rapid career growth and development.
• The Marketing Operations & Hubspot Lead will have the opportunity to launch fast, learn fast, and own what they ship, driving significant impact on the business.

ASSUMPTION: Given Filed's rapid growth and focus on results, candidates who are comfortable operating in a fast-paced environment and driving measurable growth outcomes will be most successful in this role.

🌍 Location & Work Environment

Office Type: Remote-friendly, with a focus on outcomes and results rather than hours worked

Office Location(s): New York, New York

Geographic Context:

• New York City is a major hub for the accounting and finance industries, providing ample opportunities for networking and collaboration.
• The city offers a diverse range of cultural, recreational, and dining options, making it an attractive location for professionals.
• New York's time zone (EST) may require some flexibility in working hours to accommodate team members in different time zones.

Work Schedule: Flexible hours, with a focus on outcomes and results rather than hours worked

ASSUMPTION: Candidates who are comfortable working independently and managing their own time will be most successful in this remote-friendly role.

💼 Interview & Application Insights

Typical Process:

• Quick intro call (30 minutes)
• Campaign walkthrough and async task (60 minutes)
• Final round with the team (120 minutes)

Key Assessment Areas:

• Candidates' ability to build and maintain marketing automation in HubSpot
• Candidates' understanding of user psychology, growth systems, and high-trust workflows
• Candidates' comfort working in a fast-paced, ambiguous environment

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience with marketing automation, CRM, and HubSpot.
• Be prepared to discuss your approach to designing lifecycle journeys and behavioral campaigns during the interview.
• Demonstrate your ability to work collaboratively with other teams and make decisions with incomplete data.

ATS Keywords: Marketing Automation, CRM, HubSpot, Lifecycle Journeys, Behavioral Campaigns, Data Analysis, Collaboration, User Psychology, Growth Systems, Detail Orientation, Accountability, Curiosity, Empathy, Fast-Paced Environment, B2B Funnel Scaling

ASSUMPTION: Given Filed's focus on results and outcomes, candidates who can clearly articulate their approach to driving measurable growth outcomes will be most successful in the interview process.

🛠️ Tools & Technologies

• HubSpot
• Clearbit
• Census

ASSUMPTION: Familiarity with these tools is preferred but not required. Candidates should be comfortable learning new tools and technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Move fast and break things
• Focus on outcomes, not hours worked
• Collaborate and iterate

Work Style:

• Fast-paced and high-velocity
• Comfortable with ambiguity and making decisions with incomplete data
• Highly collaborative and customer-obsessed

Self-Assessment Questions:

• Do you thrive in high-velocity environments and enjoy solving complex, systems-level marketing challenges?
• Are you comfortable operating at the intersection of user psychology, growth systems, and high-trust workflows?
• Do you prefer a work environment that focuses on outcomes rather than hours worked?

ASSUMPTION: Candidates who are comfortable operating in a fast-paced, high-velocity environment and are customer-obsessed will be most successful at Filed.

⚠️ Potential Challenges

• The fast-paced nature of the role may require candidates to work outside of typical business hours to accommodate team members in different time zones.
• The role requires a high degree of autonomy and comfort working in an ambiguous environment, which may not be suitable for all candidates.
• The tax preparation industry may be unfamiliar to some candidates, requiring a learning curve to understand the specific challenges and opportunities in the space.
• The role may require candidates to work with sensitive customer data, requiring a high degree of discretion and attention to detail.

ASSUMPTION: Candidates who are comfortable operating in a fast-paced, high-velocity environment and are customer-obsessed will be best equipped to overcome these challenges.

📈 Similar Roles Comparison

• This role is unique in its focus on building and maintaining marketing automation in HubSpot for a fast-growing startup in the tax preparation industry.
• While there may be similar roles in other industries or at other stages of growth, the specific challenges and opportunities in the tax preparation space make this role unique.
• Candidates who have experience in fast-paced startups or dynamic environments will likely find this role to be a good fit for their skills and experience.

ASSUMPTION: Given the unique nature of this role, candidates should carefully consider their fit for the specific challenges and opportunities in the tax preparation industry before applying.

📝 Sample Projects

• Building and maintaining marketing automation in HubSpot for a fast-growing startup in the tax preparation industry
• Designing lifecycle journeys that move leads from first touch to onboarding to retention
• Owning the CRM/CDP infrastructure to power go-to-market execution and insights

ASSUMPTION: These sample projects are intended to give candidates a sense of the types of tasks they may be responsible for in this role. The actual projects and responsibilities may vary based on the company's specific needs and priorities.

❓ Key Questions to Ask During Interview

• Can you describe the typical workday for this role and how it fits with the company's focus on outcomes rather than hours worked?
• How does the marketing team collaborate with other teams, such as product, sales, and support, to rethink how Filed grows and delivers value in the tax preparation space?
• What are the most significant challenges facing the tax preparation industry, and how does Filed's approach address these challenges?
• How does Filed support the professional development and growth of its employees, particularly in a role that offers rapid career growth and development opportunities?
• What are the key metrics and KPIs that the marketing team uses to measure success, and how does the Marketing Operations & Hubspot Lead contribute to these metrics?

ASSUMPTION: These key questions are intended to help candidates better understand the role, the company, and the industry. Candidates should feel free to ask additional questions based on their specific interests and concerns.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant experience with marketing automation, CRM, and HubSpot.
• Prepare for the campaign walkthrough and async task by reviewing Filed's website and familiarizing yourself with the company's approach to marketing automation and CRM.
• Practice your approach to designing lifecycle journeys and behavioral campaigns, and be prepared to discuss your thought process during the interview.
• Follow up with the hiring team one week after submitting your application to express your continued interest in the role.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.