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

Human Intelligence builds AI-first CRM ecosystems to remove friction and automate repetitive work, aiming to create better human experiences globally.

• 3+ years of 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 capabilities.
• 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 Keap, Infusionsoft, Thryv, WordPress, API integrations, Webhooks, Zapier, n8n, Stripe, CRM migration, marketing automation, AI Agents, SaaS, HealthTech, and education platforms.

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, optimize campaign performance, increase customer engagement, reduce manual work, improve lifecycle automation, and support business growth.

AI-First Automation:

• Leverage AI to improve 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 closely with marketing, sales, operations, customer success, product, executive leadership, automation specialists, and designers to deliver exceptional customer experiences.

Continuous Improvement:

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

Only candidates authorized to work as independent contractors and capable of working fully remotely are considered.