Tools, Frameworks & Implementation Proficiency Topics
Practical proficiency with industry-standard tools and frameworks including project management (Jira, Azure DevOps), productivity tools (Excel, spreadsheet analysis), development tools and environments, and framework setup. Focuses on hands-on tool expertise, configuration, best practices, and optimization rather than conceptual knowledge. Complements technical categories by addressing implementation tooling.
Marketing Technology Platforms and Tools
Demonstrate knowledge of the marketing technology landscape by describing platforms and tools you have used and how you applied them to solve business problems. Cover marketing automation platforms, web and product analytics tools, search engine optimization and marketing systems, social media management platforms, email service providers, customer relationship management systems, customer data platforms, tag management and content management solutions, and data integration or data warehousing approaches. Explain your level of expertise such as administrative configuration, power user operations, implementation, or architecture and discuss selection criteria, integration challenges, measurement and attribution approaches, optimization techniques, and examples of implementations or migrations.
Multi Instance HubSpot Management
Focuses on challenges and design patterns for organizations that operate more than one HubSpot instance. Candidates should explain why multiple instances are used, how to configure custom properties and workflows per instance, strategies for data synchronization or consolidation, identity resolution and duplicate prevention, cross instance reporting options, governance and permissioning considerations, and trade offs when contemplating migration or consolidation.
Business Intelligence Tools and Features
Covers expert proficiency with major business intelligence tools such as Tableau, Power BI, and Looker, and the advanced capabilities these platforms provide. Topics include creating calculated fields and parameters, conditional formatting, complex filtering, dashboard interactivity and responsive layout design, and best practices for visualization and user experience. Includes performance optimization techniques such as extract versus live connection trade offs, query optimization, incremental refresh strategies, and general performance tuning. Also covers governance and security features including access controls and sharing models, considerations for tool selection and recommending the right tool for a specific use case, and high level migration strategies between BI platforms.
Tableau Features and Optimization
Addresses advanced Tableau capabilities and performance tuning for dashboards and server deployments. Topics include calculated fields, parameters, table calculations, and level of detail expressions with when to use fixed, include, and exclude forms. Covers optimization strategies for Tableau workbooks and Tableau Server such as extract management, efficient data sources, query reduction, dashboard best practices, and row level security implementation. Also includes monitoring and tuning of server resources and extract refresh strategies to ensure responsive analytics at scale.
Workflow Automation and Project Management Tools
Covers project and workflow orchestration tools and how they extend automation beyond a single marketing platform. Candidates should explain how to map processes into boards and pipelines, create automation rules or recipes, coordinate triggers and actions across systems using native integrations or middleware, and measure workflow efficiency. Expect discussion of tools such as Monday dot com, no code automation platforms, webhook and API concepts, change control for automation, and examples of how automation reduced manual effort and improved time to market.
HubSpot Configuration and Multi Instance Management
Platform administration and architecture for HubSpot across single or multiple instances. Assessed skills include instance architecture and strategy, contact and object model design, custom object and property configuration, workflow automation and routing design, reporting and performance optimization, integration patterns using application programming interface and middleware, handling cross instance synchronization and deduplication, sandbox and release management, governance and naming conventions, troubleshooting common operational issues, and operational playbooks for maintenance and onboarding. Interviewers will expect concrete design trade offs migration or consolidation approaches and examples of maintaining scalable configurations across brands.
Technical Skills & Tools Inventory
Be ready to discuss specific tools and platforms you're familiar with: marketing automation (HubSpot, Marketo, Klaviyo, ActiveCampaign), CRM systems (Salesforce, Pipedrive), analytics tools (Google Analytics, Mixpanel, Amplitude), data visualization (Tableau, Looker, Power BI), testing platforms (Optimizely, VWO), or data management platforms. For each tool, be specific about what you actually did (created reports, set up workflows, troubleshot issues, etc.), not just 'familiar with.' If you lack certain tools, mention your ability to learn technical systems quickly and provide examples of how you've picked up new platforms.
Marketing Technology Stack Architecture and Strategy
Design and strategic planning of a marketing technology stack, covering core components such as customer relationship management, marketing automation, analytics, customer data platform, content management, and attribution systems. Assess architecture patterns, data flows, scalability, reliability, phased implementation approaches, governance, security, and compliance. Evaluate consolidation versus best of breed approaches, vendor suites versus point solutions, total cost of ownership, operational complexity, and how the stack should evolve as the business scales and requirements change.
Marketing Technology and Migration Planning
Focuses on planning and executing the implementation or migration of marketing technology platforms, such as marketing automation systems and Customer Relationship Management systems. Candidates should demonstrate a structured approach including discovery of existing processes and data, stakeholder requirement gathering, prioritization of work and timeline planning, data mapping and data quality management during migration, integration design including application programming interface connections and event tracking, testing and validation strategies, cutover and rollback planning, user training and adoption and broader change management, and measurement of success using pre defined metrics and key performance indicators. It also includes vendor selection considerations, risk mitigation during migration, and ongoing optimization after launch.