Keap/Infusionsoft Automation Specialist | CRM, Marketing Automation & AI Systems

Human Intelligence is building an AI-first CRM ecosystem focused on automating and optimizing customer journeys to enhance marketing, sales, onboarding, customer success, partnerships, and business operations. The company aims to create intelligent systems using artificial intelligence that improve human experiences and operational efficiencies.

• 3+ years hands-on experience with Keap (formerly Infusionsoft).
• Experience building advanced marketing automation campaigns.
• Strong understanding of CRM systems and customer lifecycle marketing.
• Experience creating email campaigns, forms, landing pages, and automation sequences.
• Strong troubleshooting skills.
• Excellent written and verbal English communication skills.
• Outstanding organizational capability and exceptional attention to detail.
• Ability to work independently in a fully remote environment.

AI-First Automation Experience:

• Experience using AI for campaign planning, workflow architecture, documentation, QA, reporting, customer segmentation, marketing optimization, technical troubleshooting, prompt engineering, and workflow improvement.
• Experience with ChatGPT and modern AI productivity tools is expected.

Preferred Qualifications:

• Experience with Thryv, WordPress, API integrations, Webhooks, Zapier, n8n, Stripe, CRM migration, AI Agents, SaaS, HealthTech, and education platforms is highly regarded.

Keap Development:

• Design and build marketing campaigns, automated customer journeys, email sequences, opportunity pipelines, lead nurturing systems, customer onboarding, forms, landing pages, CRM automations, internal notifications, customer segmentation, and reporting dashboards.

CRM & Marketing Automation:

• Improve lead management, campaign performance, customer engagement, lifecycle automation, reduce manual work, and support business growth.

AI-First Automation:

• Use AI to enhance workflow architecture, campaign planning, documentation, QA, testing, troubleshooting, customer journey mapping, reporting, process optimization, and knowledge management.

Platform Optimization:

• Improve CRM architecture, maintain campaign quality, optimize automation performance, improve reporting accuracy, reduce technical debt, and strengthen platform scalability.

Cross-Functional Collaboration:

• Partner with Marketing, Sales, Operations, Customer Success, Product, Executive Leadership, Automation Specialists, and Designers to deliver exceptional customer experiences.

Continuous Improvement:

• Increase CRM performance, automation maturity, strengthen customer journeys, improve documentation, reduce operational complexity, and continuously improve campaigns and workflows.