Marketing Operations Specialist

Uses AI-assisted development (vibe coding) to build lightweight marketing tools and automations; strong prompting and AI workflow use expected.

About the Role
The Marketing Operations Specialist owns execution and delivery across email, automation, social publishing, CRM, and integrations for advisor-facing platforms. This role manages advisor onboarding and support for EngageOne and Levitate, builds automation and Zapier integrations, and uses AI-assisted workflows to accelerate marketing operations (onsite in Overland Park, KS).

Job Description
Role
The Marketing Operations Specialist is responsible for end-to-end delivery of digital marketing across email, automation, social publishing, CRM, and integrations. This role is the primary owner of advisor-facing platforms (EngageOne / Snappy Kraken and Levitate), supports vendor relationships, and uses AI-assisted workflows and low-code tools to build lightweight marketing tools and automations.

Key Responsibilities

Own advisor platform management: onboard advisors, provide support, resolve tickets, schedule content, maintain rosters, and ensure compliance.

Execute email marketing in HubSpot: build and send emails, support A/B testing, segmentation, and performance tracking.

Configure and build marketing automation workflows in HubSpot and GoHighLevel; collaborate on larger build-outs.

Build, monitor, and troubleshoot Zapier integrations; elevate systemic issues.

Schedule and deploy social content (LinkedIn, Facebook, etc.) and maintain publishing calendars.

Serve as day-to-day contact for platform vendors (e.g., Snappy Kraken, Levitate); coordinate feature requests and escalations.

Maintain and update SOPs and process documentation (use Scribe for visual walkthroughs).

Use AI tools (Claude, ChatGPT, or comparable) to accelerate execution, improve output, and build lightweight marketing modules or mini-apps (AI-assisted development / vibe coding).

Track and report on channel performance metrics, pull reports, flag anomalies, and support analytics efforts.

Requirements

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.Experience with integrations and automation tools (Zapier strongly preferred).

Detail-oriented with strong organizational skills, written and verbal communication, and ability to manage multiple tasks.

Demonstrated use of AI tools (ChatGPT, Claude, or similar) in professional or project contexts; strong prompting skills for AI-assisted development.

Comfort working with data and pulling reports for performance analysis.

Professional, responsive demeanor for advisor and vendor interactions.

Authorization to work in the U.S.; company does not sponsor visas.

Preferred Experience

3–5 years in marketing operations, email marketing, or marketing automation.

Hands-on experience with HubSpot or a comparable CRM/marketing automation platform.

Experience managing a vendor-provided or white-labeled client-facing platform.

Familiarity with project management tools (Asana, Monday.com , ClickUp).

BA/BS in Marketing, Business, Communications, or related field preferred.

Experience in financial services, insurance, or regulated industries is a bonus.

401(k) and 401(k) matching

Health savings account (HSA) and flexible spending account (FSA)

Life insurance

Paid time off

Location & Work Type

Onsite role in Overland Park, Kansas. This position is explicitly in-person and is not eligible for hybrid or remote work.

Skills
Marketing Automation Email Marketing CRM Management Vendor Management Process Documentation AI-assisted Workflows Communication Attention to Detail Project Management Analytics & Reporting Integration Management Social Media Publishing Troubleshooting Prioritization SOP Management

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