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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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29d ago

Junior Marketing Virtual Assistant — Social, Content & Systems

Forta Remote 🌍 Remote

Remote

29d ago

$20k - $24k/yr Full time Marketing Channel Management Content Marketing

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Job Description

The role handles day-to-day social media, email marketing, content production, and performance reporting, powered by Claude AI to scale marketing operations.

Responsibilities

Schedule and publish posts across social channels including Meta, Instagram, LinkedIn, and TikTok.
Adapt content templates into a steady stream of platform-ready posts.
Monitor comments and engagement, escalating to a senior team member when needed.
Build, schedule, and send email campaigns and nurture sequences using existing templates.
Manage list segmentation, tagging, and data hygiene.
Run A/B tests on subject lines and send times.
Utilize Claude powered systems to replicate and repurpose content across formats and channels.
Maintain the content calendar and keep production on schedule.
Format and lightly edit assets to fit each channel's specifications.
Pull performance data from social, email, and ad platforms on a regular cadence.
Build and maintain weekly and monthly dashboards covering engagement, lead volume, and conversions.
Surface insights and anomalies, interpreting what the numbers mean and recommending actions.
Document, refine, and help build workflows that power marketing output.
Call out inefficiencies and propose improved processes.

Requirements

2–3 years in a social media, email, content, or marketing operations role.
Claude AI power user or a strong path to becoming proficient quickly.
Fluent written and spoken English with strong copy instincts.
Hands-on experience with social schedulers (Buffer, Hootsuite, Later) and email platforms (Mailchimp, HubSpot, Klaviyo, or similar).
Comfort pulling and organizing data into clear, actionable reports.
A builder mindset: you challenge assumptions, seek improvements, and are not afraid to call out problems.
Strong attention to detail, reliability with deadlines, and a proactive, do-it-now approach.
Reliable high-speed internet and a quiet remote work setup.

Technologies

Claude AI
Meta
Instagram
LinkedIn
TikTok
Buffer
Hootsuite
Later
Mailchimp
HubSpot
Klaviyo
Canva
Figma
Zapier
Make
Notion

Benefits

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

NICE TO HAVE

Experience in healthcare, telehealth, or a regulated industry
Basic design skills (Canva, Figma)
Familiarity with marketing automation and workflow tools (Zapier, Make, Notion)

Application Questions

Are you currently based in South America? If yes, which country and city?
This role offers $20,000–$24,000 USD annually. Does this align with your expectations?
Do you have 2–3 years of experience in a social media, email, content, or marketing operations role?
Do you have hands-on experience with social schedulers (Buffer, Hootsuite, Later) and email platforms (Mailchimp, HubSpot, Klaviyo, or similar)?
As part of the screening process, you are to complete the screening task. Please access this google doc for the task: https://docs.google.com/document/d/1iJBeLYh874JWpIyYOMWpUCxNhDd5NDMykmcWfO3GbZs/edit?usp=sharing
Please paste the google doc link to your output here.

Work Location

Remote

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1mo ago

Marketing Operations Specialist

CreativeOne Leawood, KS

Leawood, KS

1mo ago Closed

$59k+/yr Full time Marketing Activecampaign Advisor Operations

This position is no longer accepting applications (closed Jun 19, 2026).

Job Description

CreativeOne is seeking a Marketing Operations Specialist in Leawood, KS (onsite) to manage advisor-facing platforms, email marketing, automation, and cross-channel campaigns.

Responsibilities

Oversee end-to-end management of advisor-facing marketing platforms, including EngageOne (white-labeled Snappy Kraken) and Levitate; onboard advisors, provide ongoing support, handle tickets, schedule content, and be the primary contact for advisors on email nurture and social content needs; maintain advisor rosters and ensure compliance across platforms.
Build and dispatch marketing emails in HubSpot per templates and brand standards; support A/B tests, list segmentation, and performance tracking under the Marketing Manager.
Configure and own marketing automation workflows in HubSpot and GoHighLevel; manage assigned workflows end-to-end and collaborate on larger builds with the Marketing Automations Specialist.
Create and monitor Zaps, troubleshoot connections, and escalate systemic issues; follow established patterns and documentation for Zap construction.
Schedule and publish social content across LinkedIn, Facebook, and other platforms using approved creatives; maintain publishing calendars and ensure timely delivery across advisor and brand accounts.
Serve as the day-to-day liaison with platform vendors such as Snappy Kraken and Levitate; escalate issues, coordinate feature requests, and relay updates to the Marketing Manager.
Maintain and update standard operating procedures for owned processes; document new procedures with visuals using Scribe alongside written documentation.
Leverage AI tools to accelerate execution and improve output quality; apply AI-assisted development to build lightweight marketing tools and mini-apps for other teams without requiring formal coding.
Adapt across digital channels as business needs evolve and own delivery within new channels and platforms as they come online.
Track, analyze, and report on performance metrics across owned channels; generate standard reports, flag anomalies, and contribute to analytics capabilities.

Requirements

Hands-on experience with marketing automation platforms such as HubSpot, GoHighLevel, ActiveCampaign, or comparable tools.
Solid understanding of email marketing fundamentals including deliverability, segmentation, workflows, A/B testing, and performance metrics.
Ability to configure automation workflows and understand trigger, action, and condition logic.
Comfort managing integrations between platforms, with Zapier experience strongly preferred.
Detail-oriented with strong organizational and follow-through skills.
Excellent written and verbal communication abilities.
Ability to manage multiple concurrent tasks and prioritize effectively.
Professional and responsive demeanor when interacting with advisors and vendors.
Demonstrated use of AI tools (such as ChatGPT or Claude) in professional or project contexts to accelerate marketing work.
Experience with AI-assisted development (vibe coding) to build functional marketing tools; strong prompting skills required; no formal coding language proficiency needed.
Comfort working with data and marketing performance metrics; ability to pull reports and identify trends across channels.
Education: Bachelor's degree preferred; minimum three years of relevant experience.

Compensation and Tools

Salary: USD 59,000 per year
Technologies used include HubSpot, GoHighLevel, ActiveCampaign, Zapier, Scribe, Claude, ChatGPT, EngageOne, Levitate, Snappy Kraken, Asana, Monday.com, ClickUp

Benefits

401(k) and 401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Why join CreativeOne?

Energetic and fun work environment
Culture focused on solutions and results
Opportunities for growth and development

We are looking for a person who

Is a detail-oriented executor who follows established processes and asks smart questions when things don’t look right
Understands how marketing automation workflows, email sequences, and platform integrations fit together
Can manage a vendor-provided advisor program with professionalism and responsiveness
Is comfortable across multiple platforms and quick to learn new tools
Thrives in a structured environment with clear SOPs, ownership, and accountability
Uses AI tools as part of the workflow to move faster and build solutions that would otherwise require a developer

Demonstrate and represent our core values

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

Application Question(s)

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
Please confirm you understand this is an onsite, in-office role in Overland Park, Kansas, and is not eligible for hybrid or remote work.

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