Marketing Automation Strategist

Onsite opportunity in Leawood, KS, with a competitive salary and a comprehensive benefits package designed for professionals who want to shape marketing automation for financial advisor programs, corporate campaigns, and internal workflows. This role focuses on building and maintaining automation across HubSpot, GoHighLevel, Zapier, and Asana to support multiple teams and initiatives.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Why join CreativeOne?

• Energetic and supportive work environment
• Culture focused on delivering solutions and measurable results
• Opportunities for growth and development

We're building a better financial future, together

We take pride in the work we do and seek individuals who are eager to make a meaningful impact. If you are ready to contribute to shaping the future of financial services, this team is for you.

Demonstrate and represent our core values

• Provide Unreasonably Excellent Service
• Love What We Do
• Act With Integrity
• Collaborate Courageously
• Evolve With Purpose

About CreativeOne

CreativeOne is a leading marketing and consulting firm that helps independent financial advisors grow their businesses. Blending financial expertise with full service creative and media capabilities, we deliver tailored marketing that drives measurable growth. With more than four decades of innovation, we are building the next generation of advisor marketing and are seeking top talent to help lead the way.

Responsibilities

• Marketing Automation, Funnels & Integration: Design and sustain automation workflows in HubSpot and GoHighLevel, including triggers, branching logic, delays, send conditions, and CRM enrollment. Create automations for corporate campaigns, advisor campaigns, and internal team processes. Build end-to-end campaign funnels with landing pages, forms, and email nurture sequences, plus the automation that connects them to the CRM. Develop and deploy email campaigns and nurturing sequences.
• Asana Work Management Operations: Manage the Asana environment powering the marketing team, including portfolios, project templates, custom fields, automation rules, naming conventions, and intake forms. Maintain AI agents in Asana that monitor workload, keep task hygiene, and track campaign timing. Run the intake workflow that converts form submissions into configured projects. Maintain templated projects for advisor, corporate, and team initiatives.
• Platform & Vendor Operations: Manage automation behind advisor-facing platforms, including trigger logic, approval workflows, and monthly campaign delivery. Serve as the day-to-day technical contact for advisors using these platforms. Liaise with platform vendors for escalations, feature requests, and tracking product changes impacting downstream automation. Ensure platform automation remains compliant with industry regulations.
• AI-Assisted Execution & Tool Building: Utilize AI tools (such as Claude or ChatGPT) daily for drafting, debugging, and accelerating builds. Operate within the organization’s AI infrastructure, including skills, compliance frameworks, and campaign architecture standards, contributing to ongoing improvements as the stack evolves. Apply AI-assisted development to create lightweight marketing tools for internal teams without requiring formal coding.
• System Health & Documentation: Monitor the health of owned automations and integrations, track Zap error rates, workflow uptime, and integration failures. Flag anomalies and escalate before campaigns are impacted. Maintain SOPs for all owned processes and document workflows, Zaps, and integrations so others can take over.

Requirements

• Hands-on experience designing and building multi-step automation workflows, with the ability to explain end-to-end operation and the reasoning behind the design.
• Experience delivering complete campaign funnels, including landing pages, forms, email sequences, and the connecting automation.
• Practical ability to diagnose and fix integrations when they break, across multiple platforms.
• View automation, CRM logic, project management, and platform integrations as a single connected stack and can design across it.
• Deep experience operating a work management system (such as Asana, Monday.com, or comparable) including templates, automations, rules, custom fields, and portfolio structure.
• Comfortable managing work across several platforms simultaneously and quick to learn new tools.
• Proactively improves SOPs and creates new ones when needed.
• Delivers work with speed and handles fast-turnaround campaign builds and integration deliverables.
• Identifies gaps in infrastructure and presents a solution along with the problem.
• Daily use of AI tools and recent practical AI-driven outputs within the last 90 days.
• AI-assisted development (vibe coding) skills with strong prompting fluency; no formal coding experience required.

Technologies

• HubSpot
• GoHighLevel
• Zapier
• Asana
• Monday.com
• ClickUp
• Make
• Salesforce
• Wealthbox
• ActiveCampaign
• Keap
• Claude
• ChatGPT

Experience

• Marketing automation: 5 years (Preferred)

Ability to commute

Leawood, KS 66211 (Preferred)

Work location

In person

Job type

Full-time

Pay

USD 75,000 per year