Specialist, Strategic Events Operations

PRIMARY FUNCTION:  Work closely with divisional and departmental leadership to develop and execute a strategic and actionable marketing plan to support achievement of business goals for assigned market segments. Support the Marketing Department day-to-day operations and during special events by facilitating collaboration within the dealership and with external parties.     ESSENTIAL DUTIES:   * Work with Marketing Manager, marketing team, sales teams and other departments on all marketing efforts from strategic development to execution and analysis, ensuring they have the marketing materials and support they need * Develop and deploy effective multiple-channel marketing campaigns to target customers and track the effect of those campaigns, by customer segment, over time. Example channels are: website, social media, email, video, direct mail, trade publications, signage and mass media where appropriate. This may include research of product/offering, development of concept, copywriting, and design layout. * Own all aspects of planning and executing events for customer appreciation, trade shows, open houses, trade associations, employee appreciation, etc. * Select and manage inventory for all marketing department novelties and promotional items that are on brand and compliment marketing efforts. * Manage relationships with suppliers, vendors, creative agencies and advertising and PR firms to ensure alignment with the company’s brand and standards. * Partner with dealership leaders, Sales Managers, and other departments to align content production with sales funnel needs and boost growth strategies. * Primary responsibility for development & updating of corporate sales brochures & other custom sales collateral. This may include research of product/offering, development of concept, copywriting, and design layout. * Defines, tracks, analyzes and communicates to management the results demonstrating marketing's contribution to business goals for assigned business segments * Follow project management principles and use governance tools and strategies to direct teams and guide projects to on-time completion.   *  Lead monthly divisional meetings with Construction and Aftermarket teams to draft strategic marketing plans. Provide relevant and engaging digital content to support overall social media and website strategies to meet customer expectations and increase engagement * Be a brand advocate of the Caterpillar and Gregory Poole Equipment Company brands in our service territory and ensure that it is used consistently across all marketing materials. Responsible to educate and govern these guidelines with all associates.  * Communicate with customers and leverage disciplined market research to understand customer needs and purchasing behaviors and use that intelligence to help the marketing department develop promotional strategies.  * Manage tactical budget effectively and provide periodic update reports to management * Create and manage the Marketing campaign and content calendars, working with the internal team to keep it up to date and ensure that milestones are met. * Support efforts of sales, rental, parts and service management where applicable * Provide communication and promotional expertise to centralized support departments such as Human Resources, Safety, and Recruiting  * Mentor and Train new marketing associates on company processes and systems * Actively network with marketing professionals to share best practices to increase our dealership marketing capabilities     MINIMUM REQUIREMENTS:  Education:  A four-year degree in marketing, communications or related business with five years of relevant marketing experience.     Work Experience:  (see above)    Physical:  * Ability to periodically travel overnight.   * Ability to lift various materials that could weigh up to 50 lb., stoop, bend and stretch to assemble/disassemble marketing displays.   * Ability to sit for long periods using a PC and telephone.    Other:  * Proven analytical skills, preferably demonstrated through analyzing market segments and determining actionable insights * Ability to plan and execute campaigns and initiatives that support department and corporate goals * Outstanding written and oral communication and customer service skills.   * Proficiency with email and Microsoft Office products, including Word, Excel, PowerPoint, and MapPoint   * Graphic design experience using Adobe Photoshop, Illustrator and InDesign is a plus  * Strong project management skills * Ability to successfully multi-task and work well in a fast paced, team environment * Willingness to work occasional evenings, weekends and travel overnight as needed    This job description is not intended to be all-inclusive.  Your supervisor may request and assign you similar duties.  Any major modification of this job role requires Human Resources approval.

About Clarity AI 🪴 Clarity AI is a global tech company founded in 2017 with a unique mission: bringing societal impact to markets. We leverage AI and machine learning technologies to provide top international investors, governments, companies, and consumers with the right data, methodologies, and tools to make more informed decisions.  We are now a team of more than 300 highly passionate and curious individuals from all over the world, with offices in New York, Madrid, London, Paris, and Abu Dhabi. Together, we have established Clarity AI as a leading sustainability tech AI company backed by investors and strategic partners such as BlackRock, SoftBank, and Deutsche Börse, who believe in us and share our goals.  We are dedicated to cultivating an exceptional workplace environment, and we take pride in our culture, defined by our commitment to being fact-based, diverse, transparent, meritocratic, and flexible.  We have plans to continue growing our teams globally, so if you would like to join us on this rocket ship, keep reading! Your work will shape and guide the sustainable decisions of investors, companies and consumers worldwide. ABOUT THE ROLE 💻 At Clarity AI, the Revenue Operations team is the operational engine behind the entire commercial cycle: we keep the CRM healthy, give leadership visibility into the pipeline, spot risks before they turn into churn, and build the tooling that helps Sales and Customer Success sell more and better. We're looking for a Senior Specialist who is, above all, a bridge profile: someone equally comfortable jumping into HubSpot to fix a workflow as opening a dashboard to explain to a territory lead why their forecast doesn't add up. We're not after the CRM wizard who avoids the business numbers, nor the strategy analyst who won't touch the tool. We want someone who enjoys living between both worlds and wants to become a reference point for that combination. This is a strategic role that bridges the gap between sales, marketing, customer success, and finance to drive scalable revenue growth. WHAT YOU'LL BE DOING 🚀 Working as a Senior Specialist, Revenue Operations, your role will include, but not be limited to, the following activities: * CRM maintenance and administration (HubSpot). Data health, property management, workflows, deduplication, and ensuring the pipeline stays a reliable source of truth. * Support for forecast calls. Prepare the data, make sure opportunities reflect reality, and help ground the forecast conversation in clean information. * End-to-end sales funnel management. From lead qualification and MQL management, through opportunity creation, all the way to close. Monitor conversion at each stage and identify bottlenecks. * AI-assisted workflows. Use and help build AI-powered tooling for the commercial team, from AI-generated account summaries to automated analysis, and continuously look for parts of your own work to augment or automate. * Churn detection and sales tracking. Build early risk signals, track deal progress, and give visibility to the right people at the right time. * Dashboards and reporting as a vehicle, not the product. Build clear, actionable dashboards for Sales, CS, and leadership — but the job is the "so what," not the chart. Every report should answer a business question or raise one worth asking. * Insight and intelligence generation. You won't just report the numbers — you'll interrogate them. We expect you to proactively surface patterns, anomalies, and risks (why conversion dropped in a segment, which accounts show early churn signals, where the forecast is soft) and bring recommendations to leadership before anyone asks. * AI-native way of working (or the drive to get there fast). We use AI tools daily — for analysis, drafting, automation, and building internal workflows. If this is already how you work, great. If not, you should know that ramping up quickly on these tools is an explicit expectation of the role in the first months, not an optional extra. * Outreach initiatives. Support and design campaigns and targeting lists to generate more pipeline (e.g., identifying high-value contacts and accounts). Location 🌍 The role is based in Madrid, Spain Way of Working: Hybrid WHAT YOU'LL NEED 👀 * 2–3 years minimum of experience in Revenue Operations, Sales Operations, or an equivalent GTM role, ideally in B2B / SaaS. * Fintech knowledge: strong understanding of SaaS/Fintech revenue models (ARR, MRR, TCV) and complex deal structures. * Advanced command of a CRM. Expert in HubSpot (administration, reporting, flows) or Salesforce. * Solid understanding of the B2B sales funnel: what an MQL/SQL is, how a lead is qualified, how an opportunity is born and progresses, and what drives conversion and churn. * Analytical and business acumen. Comfortable with Excel/spreadsheets at an advanced level, building dashboards, and turning numbers into conclusions leadership can act on. * Professional Spanish and English. You'll draft internal communications in Spanish and team- and leadership-facing materials in English. * A bridge mindset. This is the requirement that weighs most: even if your natural strength is the technical or the business side, you have genuine curiosity and drive to master the other half. NICE TO HAVE ✨ * Knowledge of the financial institutions and capital markets space: understanding our clients, who tend to be investors, as well as corporates and consumers. * Gitlab and automation background WHAT WE OFFER 🥁 * Competitive compensation, both in terms of base salary as well as equity plans that enable you to share in our success * Flexibility in ways of working both in terms of your schedule as well as your location, whether you prefer to work from home, the office, or abroad with access to a global network of co-working spaces * Generous paid time off schemes, including vacation, sabbatical, religious observance and compensation days * Meaningful benefits including private healthcare coverage, fitness and wellness programs covered through Wellhub, working-from-home allowances to help you set up your home office and cover monthly expenses * Professional development with annual training budget for conferences, courses, certifications and access to top market e-learning platforms * Collaborative environment with multiple offices around the globe, regular team activities and events as well as employee-led resource groups More About Clarity AI ⭐ Clarity AI’s Founder and CEO, Rebeca Minguela, is a successful entrepreneur who has been recognised by prestigious institutions like the World Economic Forum as one of the most distinguished leaders under 40. The leadership team has an international presence and is composed of professionals from leading tech, consulting, and banking firms, entrepreneurs, PhDs from top research institutions, and MBA graduates from top business schools. Clarity AI has received several awards:  * The Forrester New Wave - ESG Ratings, Data, and Analytics - Leaders for 2022-2024  * Investment Week - Best Sustainable Investment Research & Ratings Provider 2023 * Fast Company - Most Innovative Companies 2023 * European Commission | EU Seal of Excellence 2020 * World Economic Forum - Technology Pioneer 2020 * World Economic Forum, Young Global Leader - Rebeca Minguela Clarity AI believes diversity, inclusion, and belonging are essential for creating an innovative and successful workplace. By actively promoting and engaging in sustainability efforts, we can help create a more equitable and resilient future for our planet and all its inhabitants.