Growth Operations Specialist

"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions, Klipboard has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK, Ireland, The Netherlands, South Africa, Kenya and North America. Our mission is simple: to design and deliver high performance, integrated ERP solutions that enable our distributive trade customers to source effectively, stock efficiently, sell profitably and service competitively.

Klipboard is a global, growing business that embraces AI and emerging technologies to enhance customer outcomes, collaboration, and continuous improvement. We’re looking for people who are curious about or fluid with AI, open to change, and excited to learn how technology can improve the way we work and help our customers which is always supported by strong human insight and communication.

We are looking for a highly organised, data-driven Growth Operations Specialist to support our fast-growing global business and play a key role in optimising our marketing operations. This is a hands-on, stakeholder-facing role focused on ensuring the efficiency, accuracy, and effectiveness of our HubSpot and broader MarTech ecosystem.

You will work closely with the Growth Operations team and partner day-to-day with regional marketing, sales operations, and commercial stakeholders to review campaign setups, improve lead management processes, and drive operational best practice. Your focus will be on how campaigns and processes are structured and executed within HubSpot—ensuring they are scalable, streamlined, and built to deliver reliable data and performance insights.

This role will take ownership of ongoing system optimisation and data quality initiatives, including cleansing and structuring data, managing imports, and improving lifecycle processes. You will play a critical role in identifying inefficiencies, refining workflows, and enabling teams to work more effectively—ultimately supporting better attribution, improved conversion rates, and more predictable pipeline generation.

Key Responsibilities: 

HubSpot Ownership & System Optimisation

• Act as the primary HubSpot Marketing Hub & CRM lead for the US region, with a strong focus on day-to-day system effectiveness and usability.
• Continuously review, refine, and optimise workflows, automation, lead scoring, routing logic, and data structures to improve operational efficiency.
• Proactively identify inefficiencies, gaps, and inconsistencies in the system and implement scalable solutions.
• Own ongoing data hygiene initiatives, including data cleansing, deduplication, enrichment, and structured data imports to improve overall system integrity.
• Ensure HubSpot is structured in a way that supports clear reporting, streamlined processes, and cross-team alignment.

Stakeholder Engagement & Operational Enablement

• Work closely with regional marketing and sales stakeholders daily to review campaign setups, workflows, and operational performance.
• Act as a trusted advisor, ensuring campaigns are built in the most effective and scalable way within
• HubSpot.
• Provide hands-on support and guidance to improve how campaigns are configured, executed, and tracked
• (rather than owning content creation).
• Regularly audit work completed by the team to ensure consistency, accuracy, and adherence to best practice.
• Drive alignment between Marketing and Sales by ensuring lead management processes are efficient, clearly defined, and consistently followed.

Lead Management & Funnel Optimisation

• Oversee and continuously improve lead lifecycle processes, including capture, qualification, routing, and progression.
• Analyse funnel performance and identify opportunities to improve MQL → SQL → Closed Won conversion rates through better segmentation, routing, and data quality.
• Partner with Sales to ensure smooth lead handover, SLA adherence, and effective follow-up processes.
• Use data to surface bottlenecks and recommend targeted process improvements that drive pipeline efficiency.

Campaign Setup Optimisation & Enablement

• Collaborate with marketing teams to build and optimise campaign infrastructure in HubSpot (landing pages, forms, workflows, campaign tagging).
• Ensure all campaigns are set up correctly from a data, tracking, and reporting perspective.
• Guide teams on best-practice setup for segmentation, personalisation, testing, and automation.
• Continuously review and refine campaign structures to ensure accurate attribution and measurable performance.
• Support teams in improving campaign scalability and repeatability through streamlined processes and templates.

Global Marketing Operations Collaboration

• Contribute to and help enforce global HubSpot standards, including naming conventions, data models, workflows, and reporting frameworks.
• Partner with global teams on CRM and MarTech optimisation initiatives, with a strong focus on process improvement and data consistency.
• Share learnings and best practices to drive greater operational maturity across regions.
• Support internal training and documentation to ensure consistent and efficient system usage across teams.

Reporting, Insights & Continuous Improvement

• Deliver regular insights on funnel performance, campaign effectiveness, and operational efficiency.
• Analyse trends in pipeline generation, conversion rates, and data quality to identify improvement opportunities.
• Highlight process gaps, inefficiencies, and risks, and take ownership of driving improvements.
• Ensure reporting is built on clean, structured, and reliable data, enabling confident decision-making.

 Skills, Knowledge and Experience:

• 5+ years of experience in Marketing and/o
• CRM/Automation Management.
• Hands-on expertise with HubSpot Marketing Hub and HubSpot CRM (admin-level proficiency).or an equivalent CRM like Salesforce
• Strong analytical skills with the ability to interpret data, build dashboards, and present insights to senior stakeholders.
• Experience with lead lifecycle management, scoring models, attribution, and workflow
• automation.
• Solid understanding of B2B marketing funnels and pipeline dynamics.
• Detail-oriented, process-driven, and comfortable working with complex systems.
• Ability to work autonomously with global stakeholders while aligning to global processes.
• Strong understanding of data structures, field governance, and schema design
• Experience auditing and optimising campaign setups

Company Info

You may also have seen from our recent posts that we are excited to begin sharing our new company name – Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter! At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

Equal Opportunities

As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. We are committed to creating an inclusive workplace where diversity, equity, and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and sparks innovation.

If you require any help, adjustments and/or support during the interview and offer process then please advise our TA or HR team. 

Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However, we recognise that skills and experience come in many forms, and we encourage you to apply even if you don’t meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills, we would love to hear from you!

To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CV’s from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes. 

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