Marketing Technology Specialist

Position OverviewTrophy Point Investment Group is seeking a Marketing Technology Specialist to lead the technical and operational side of our marketing infrastructure. This role is not a traditional creative marketing position, but a technology-driven role focused on automation, data integrity, system optimization, and the efficient delivery of marketing and investor communications.The ideal candidate will have deep expertise in HubSpot and related marketing systems, be able to translate business goals into effective automations and workflows, and ensure seamless integration between our CRM, website, and investor portals. You’ll also help manage the technical side of website updates and maintain data-driven visibility across all marketing performance metrics. Core Responsibilities

1. HubSpot Administration & Optimization (Mandatory - 3+ Years Experience) * Serve as the primary administrator and strategist for HubSpot Marketing Hub and CRM. * Design, build, and optimize workflows, sequences, pipelines, deal stages, and integrations. * Implement automation to manage lead capture, scoring, and nurturing for borrowers and investors. * Maintain database health, segment contacts, and ensure compliance with data privacy regulations. * Develop dashboards and reports that track engagement, conversion, and ROI.

2. Campaign & Funnel Execution * Build and manage marketing and sales funnels, including landing pages, forms, and automated email journeys. *

• Support team leads in launching targeted campaigns for borrower and investor audiences.
• Set up A/B tests, performance tracking, and reporting within HubSpot.
• Collaborate with the Lending and Investor Relations teams to align messaging and ensure smooth lead flow through the funnel.

1. Website & Systems Oversight * Oversee website updates and functionality in coordination with developers and designers. * Ensure the website and investor portal are optimized for user experience, SEO, and lead capture. * Manage integrations between HubSpot, the company website (WordPress), investor portal, and other systems. * Track and report on web performance analytics (via HubSpot and Google Analytics). * Participate in discussions regarding the transition and ownership of ongoing website management.

2. Analytics, Reporting & Continuous Improvement * Create, monitor, and refine dashboards for marketing and sales KPIs. * Deliver actionable insights to improve lead quality, engagement rates, and conversion performance. * Provide regular reporting to the COO and CEO on marketing system performance and opportunities for optimization.

3. Email & Investor/Borrower Communication * Support development and delivery of automated borrower and investor communications. * Manage system setup for newsletters, event invites, and follow-ups. * Ensure all communications are technically sound, compliant, and delivered effectively.

4. Technology & Tool Management * Evaluate and recommend marketing technology tools to enhance efficiency and data visibility. * Maintain SOPs and internal documentation for HubSpot and connected systems. * Ensure all marketing systems remain integrated, secure, and optimized for scalability., Key Success Metrics * HubSpot automation and CRM performance. * Lead conversion rates and database health. * Funnel efficiency and campaign ROI. * Website lead performance and system uptime. * Accuracy and clarity of reporting dashboards. * Smooth integration and communication flow between marketing systems and business teams.

Why Join Trophy Point

• Lead the marketing technology ecosystem for a high-performing, mission-driven financial firm.
• Collaborate directly with executives to design scalable systems for growth.
• Work remotely with a flexible schedule and meaningful autonomy.
• Join a company founded by West Point graduates, dedicated to integrity, precision, and innovation.

• Minimum 3 years of hands-on HubSpot CRM and Marketing Hub experience (administration level).
• Proven experience managing marketing automation and CRM systems in a B2B or financial services environment.
• Strong understanding of lead generation, conversion funnels, and data management.
• Familiarity with website CMS platforms (preferably WordPress) and system integrations.
• Analytical mindset with ability to interpret data and make strategic recommendations.
• Excellent communication and organizational skills; ability to collaborate cross-functionally.
• Self-starter who thrives in a fast-paced, remote environment.
• Experience in real estate, private lending, or financial services preferred.

About Us:Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.