CRM Marketing Operations Analyst

Sourceworx is an IT services company serving mid-market South Africa across Financial Services, Government, Higher Education, Mining and specialised IT projects. Our Marketing and Communications department is eight months into operations and has built a foundation: an active HubSpot CRM, a functioning content pipeline, paid media processes, and a growing brand presence.

We are now seeking a CRM and Marketing Operations Specialist to own, manage, and continuously improve our CRM environment, and to serve as the operational link between our Brand, Product, and Performance marketing functions. This is not a maintenance role. We are looking for someone who will take what we have built and make it smarter, more connected, and more impactful. The right person is technically capable with CRM systems, has an appetite for growth, and thrives in an environment where their ideas are acted on quickly.

• Serve as the primary administrator and custodian of the Sourceworx HubSpot environment.


• Monitor, audit, and improve existing configurations across web activity tracking, blog activity, email campaigns, lead generation, and internal operations forms, helpdesk (EdVantage and internal requests), and automated workflows.


• Identify and implement improvements to data quality, contact segmentation, pipeline visibility, and system hygiene.


• Manage and evolve automated workflows for lead nurturing, sales, and marketing task assignment and offboarding.


• Create new automation sequences aligned to campaign and operational needs as the department matures.


• Build, maintain, and update dashboards that give the marketing, sales, and leadership teams clear visibility of performance metrics.

• Support the planning and operational delivery of 360-degree digital campaigns through HubSpot, including email marketing, landing pages, forms, and reporting.


• Coordinate campaign assets between the Brand, Content, and Performance functions to ensure campaigns are set up, tracked, and reported on consistently.


• Manage campaign UTM structures, source tracking, and attribution logic within HubSpot so that marketing activity can be tied back to pipeline and revenue.


• Brief and QA email sends, landing pages, and form submissions to ensure accuracy before deployment.

• Own the weekly and monthly marketing reporting cadence, pulling data from HubSpot and presenting insights in a clear, actionable format.


• Build and maintain HubSpot dashboards that track key metrics, including lead volume, email performance, web conversions, campaign ROI, and workflow effectiveness.


• Provide the Marketing Manager with the data needed to make decisions on budget allocation, channel investment, and campaign strategy.


• Contribute to the department's growing performance measurement layer by developing attribution reports that connect marketing activity to sales outcomes.

• Act as the operational link between the Brand, Product, and Performance marketing functions, ensuring that systems, workflows, and data support each pillar effectively.


• Coordinate with the Sales team on HubSpot workflow outputs, lead routing, and task assignment, ensuring handover processes are clear and functioning.


• Support internal communications and helpdesk operations through HubSpot ticketing and form functionality.


• Liaise with external vendors or HubSpot support where technical issues or complex configurations require escalation.

• Document HubSpot configurations, workflow logic, and campaign setups so that institutional knowledge is preserved and the team can operate confidently.


• Proactively identify gaps in our current CRM and marketing operations setup and propose practical improvements.


• Stay current with HubSpot product updates and relevant digital marketing tools, and recommend changes where they would benefit the department.

• 2 to 3 years of hands on experience in a CRM, marketing operations, or digital marketing coordination role.


• Demonstrated experience working within HubSpot or a comparable CRM platform (Salesforce, ActiveCampaign, Zoho, or similar).


• Solid understanding of email marketing, lead nurturing, contact segmentation, and marketing automation principles.


• Experience building and managing dashboards and reports within a CRM or analytics tool.


• Ability to manage multiple concurrent tasks and campaigns with attention to detail and accuracy.


• Strong written communication skills in English.

• HubSpot Academy certifications (Marketing Hub, Sales Hub, CRM, or Marketing Software).


• Exposure to Google Analytics, LinkedIn Campaign Manager, or similar paid media platforms.


• Experience in a B2B environment, ideally within technology, IT services, or professional services.


• Basic understanding of HTML as it relates to email templates or landing page formatting.


• Familiarity with project management or collaboration tools such as Microsoft 365, Asana, or similar.

Sourceworx is building a marketing function from the ground up, and this role sits at the centre of that build. You will not be a cog in a large machine. You will have genuine ownership of our CRM environment and a direct line of sight to how your work contributes to business outcomes.

• Exposure to the full marketing and sales operation of a growing IT services company.


• Structured learning support, including access to HubSpot Academy and Sourceworx's internal learning programme.


• A clear growth trajectory within the Marketing and Communications department as the team expands.


• A collaborative, high-trust environment where your input shapes how the department operates.