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14d ago

Marketing Automation Strategist

CreativeOne Leawood, KS

Leawood, KS

14d ago

$75k+/yr Full time Marketing Activecampaign Ai Workflows

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Job Description

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

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23d ago

CRM & Email Marketing Assistant

Centerpointe Research Institute Hillsboro, OR

Hillsboro, OR

23d ago

$18 - $23/hr Full time Marketing Ai Marketing Analytics

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Job Description

Compensation

Hourly rate: USD 18 - 23

Location

Location: Hillsboro, OR (onsite)

Responsibilities

Create, test, and launch marketing emails using Keap and Mailchimp under guidance from the marketing team, with QA checks prior to every send
Assist with audience segmentation and upkeep of automated workflows
Utilize AI tools to accelerate template creation, campaign setup, and routine tasks
Support list hygiene with tools like ZeroBounce to maintain healthy bounce rates and spam complaint levels
Learn to monitor deliverability metrics, including inbox placement, sender reputation, and send performance
Document assets, templates, and workflows in Notion
Ensure each email aligns with its intended purpose
Assist with UTM parameters and tracking links to ensure accurate attribution of traffic and conversions
Help maintain Google Sheets dashboards consolidating data from multiple platforms
Support daily marketing performance reporting: email metrics, campaign results, list health
Leverage AI to identify patterns and flag data anomalies
Learn the proprietary software used to track campaign performance and deliverability
Develop a practical toolkit of AI tools relevant to marketing operations
Bring curiosity and initiative to identify AI-driven ways to reduce manual work
Stay current on new tools and share findings with the team

Requirements

Comfort with email marketing, CRM tools, or general marketing operations
Passion for AI tools and active use of them, even outside of work
Highly organized with the ability to manage details across multiple tasks
Proficient in Google Sheets or quick to develop that skill
Strong written communication; able to explain data insights in plain language
Self-directed and capable of asking thoughtful questions

Technologies

Keap
Mailchimp
Notion
ZeroBounce
Google Sheets
AI tools

Benefits

Health benefits
Dental benefits
Vision benefits
Paid time off (PTO)

Position Overview

Centerpointe Research Institute, a pioneer in personal development technology, reaches millions through the Holosync program. The marketing team operates with a direct-response mindset where email is a core revenue channel, and precision in every send matters. This full-time role emphasizes meticulous execution, ongoing learning, and gradual ownership of email marketing and related systems as AI tools are adopted.

What Sets the Right Candidate Apart

The ideal candidate may not have prior experience in this exact role but demonstrates the ability to figure things out, take the work seriously, and use available tools to perform well. A preference for clean dashboards, well-organized lists, and campaigns that land with impact signals a strong fit.

Why Work at Centerpointe

Most marketing roles focus on selling; this position aims to help people change their lives through Holosync technology, which has supported around 2.2 million people worldwide
The customer base includes individuals who have achieved real breakthroughs, which informs every email sent
Interest in personal growth, meditation, or brain science creates a meaningful connection to the work
Work with a small, tight-knit team in Hillsboro, Oregon, where longevity and collaboration are common

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