BCA Research is the leading independent provider of global investment research. For over 75 years, BCA Research has helped the world's most sophisticated investment organizations make decisions with conviction, through unbiased, data-driven analysis and forecasts across all major asset classes and economies. Free from the conflicts of trading, asset management, or banking, BCA's team of 20 senior strategists and 60+ researchers serves clients worldwide. The firm's head office is in Montreal.
Position Summary
This exciting hands-on individual contributor role is responsible for lead generation operations and the demand generation technology within our Marketing department. Our demand generation technology includes: HubSpot, Salesforce CRM & HubSpot integration and the conversion-facing elements of our marketing websites such as forms and landing pages. Whilst the general website content, design and SEO/AEO aspects sit within the Product space; the successful applicant will frequently partner with the product team on integration and conversion points.
The ideal candidate will be a pragmatic, operations-minded professional with significant prior experience managing systems as well as end-to-end lead gen campaigns. In addition, they will possess a strong ability to collaborate with our developer teams to manage our technology stack and CRM resources to scope and ship changes whilst single-handedly taking full ownership of our HubSpot platform.
Key Responsibilities
Demand Gen Technology Management 30%
- Manage HubSpot and the conversion-facing elements of the marketing website (forms, landing pages, tracking and tagging).
- Partner with Product and a developer resource to scope, prioritize, and implement website and integration changes, briefing technical requirements clearly rather than owning development or website content personally.
- Serve as primary point of contact between Marketing and IT/Digital on demand gen technical issues, maintaining a backlog of fixes and enhancements.
- Ensure forms, landing pages, and HubSpot are properly integrated with CRM and downstream sales systems; troubleshoot breakages with CRM team.
HubSpot Administration 30%
- Serve as dedicated HubSpot administrator (not just a user), managing configuration, data model, workflows, and ongoing platform health.
- Manage lifecycle stages, lead scoring, segmentation, automation, and attribution reporting.
- Maintain data integrity and governance within HubSpot and its integration with the CRM (Salesforce).
- Own the HubSpot roadmap: evaluate new features, manage permissions and portal settings, and ensure the platform scales with the business especially with emerging AI tools.
Demand & Lead Generation Operations 30%
- Plan and execute integrated, multi-channel demand and lead generation programs, including email, nurture, outbound, paid media, content promotion, webinars, and events with vendor and cross-functional support resources.
- Develop lead qualification frameworks with Sales, and manage Lead-to-MQL, MQL-to-SQL, and SQL-to-Opportunity conversion performance.
- Identify funnel bottlenecks and implement corrective actions through process, automation, or campaign changes; manage nurture and retargeting strategies.
Performance Analytics & Reporting 10%
- Partner with our developer teams to build and maintain dashboards.
- Generate reports on pipeline contribution, campaign ROI, conversion performance and measure the marketing team’s efforts against revenue generated.
- Analyze campaign and funnel performance, translating findings into clear recommendations and giving leadership visibility into pipeline trends and risks.
Cross-Functional Collaboration
- Act as key executional liaison for Marketing, Sales, Client Success, Strategy, Research, Creative, Product, and IT on funnel and systems matters.
- Coordinate vendor projects and campaign-related budgets as needed.
Qualifications & Experience
Must Have
- Current HubSpot certification required.
- Minimum 3+ years hands-on experience as a HubSpot administrator (not just an end user), managing configuration, workflows, data integrity/enrichment, and integrations.
- At least 5+ years in demand generation, lead generation, marketing operations, or a related field.
- Strong experience with CRM platforms (Salesforce) and pipeline reporting.
Preferred
- Experience briefing a developer or technical resource on website/technical work, plus familiarity with basic web technologies (CMS, GA4, tracking/tagging, integrations).
- Familiarity with financial services, capital markets, research, or subscription-based business models.
- Hands-on involvement integrating AI tools into demand generation processes (e.g. Clay for lead enrichment, automation, etc.)
- Practical understanding of ABM, paid media/performance channels and building a marketing operations function in a high-growth or PE-backed environment.
Skills & Competencies
- Ownership mindset: takes accountability for systems and processes lacking a clear owner and drives them forward.
- Operational rigour and technical fluency: leads with process and data integrity, and briefs developers clearly (without necessarily coding themselves).
- Analytical thinking: uses data and metrics to support decision-making.
- Collaboration and attention to detail: builds cross-functional relationships and maintains high data and process standards.
Benefits
- RRSP Matching
- Medical
- Dental
- Vision
- FTO – Flexible Time Off
- Temporary Remote Working
We embrace and support each other without labels to make BCA Research a phenomenal and progressive place to thrive. We offer a competitive compensation package and benefits. Flexibility, trust and responsibility for a balance between wellness and high performance. Professional development, Recognition and rewards and a team spirit, support and sense of belonging to the company’s goals and plans.
Join us and be part of a diverse team that shapes the future of investment insights.
BCA Research provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
