Duties and Responsibilities include, but are not limited to:
- Advisor Platform Management: Own the end-to-end management of CreativeOne’s advisor-facing
marketing platforms, including EngageOne (white-labeled Snappy Kraken) and Levitate. Onboard new
advisors, provide ongoing support, resolve tickets, manage content scheduling, and serve as the primary
point of contact for advisors regarding their email nurture and social media content needs. Maintain
advisor rosters across platforms and ensure all content remains compliant with industry regulations.
- Email Marketing Execution: Build and send marketing emails in HubSpot as assigned, following
established templates, brand guidelines, and quality standards. Support A/B testing, list segmentation,
and email performance tracking under the direction of the Marketing Manager.
- Marketing Automation: Configure and build marketing automation workflows in HubSpot and
GoHighLevel. Own assigned workflows end-to-end and collaborate with the Marketing Automations
Specialist on larger build-outs as needed.
- Zapier Building and Monitoring: Build new Zaps when tasked, monitor existing Zaps for errors,
troubleshoot broken connections, and escalate systemic issues. Follow established patterns and
documentation for Zap construction.
- Social Media Publishing: Schedule and deploy social content across platforms (LinkedIn, Facebook, etc.)
using approved content provided by the creative team. Maintain publishing calendars, monitor for errors,
and ensure timely delivery across advisor and brand accounts.
- Vendor Relationship Support: Serve as the day-to-day contact with platform vendors including Snappy
Kraken and Levitate. Escalate platform issues, coordinate feature requests, and relay relevant updates to
the Marketing Manager.
- Process Documentation: Maintain and update SOPs for all owned processes. Document new procedures
as they are established. Use Scribe for visual walkthroughs paired with written documentation.
- AI-Assisted Execution and Tool Building: Use AI tools (such as Claude, ChatGPT, or comparable) as part of
everyday marketing workflows to accelerate execution, improve output quality, and solve problems
faster. Apply AI-assisted development (vibe coding) to build lightweight marketing tools, custom platform
modules, and mini-apps that serve other teams—without requiring formal coding experience.
- Cross-Channel Digital Execution: Flex across digital marketing channels as business needs evolve. As new
channels, platforms, and capabilities come online within Marketing Operations, take ownership of
delivery and execution within those areas.
- Marketing Analytics and Reporting: Track and report on performance metrics across owned channels.
Pull standard reports, flag anomalies, and contribute to the team’s growing analytics and reporting
capabilities.
Critical Skills Sought
- Hands-on experience with marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, or
comparable).
- Strong understanding of email marketing fundamentals: deliverability, segmentation, workflows, A/B
testing, and performance metrics.
- Ability to configure automation workflows and understand trigger/action/condition logic.
- Comfort managing integrations between platforms (Zapier experience strongly preferred).
- Detail-oriented with strong organizational and follow-through skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple concurrent tasks and prioritize effectively.
- Professional and responsive demeanor when working with advisors and vendors.
- Demonstrated use of AI tools (ChatGPT, Claude, or similar) in a professional or project context to
accelerate marketing work.
- Ability to use 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.
