Marketing Operations Specialist

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

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 Engage One and Levitate, builds automation and Zapier integrations, and uses AI-assisted workflows to accelerate marketing operations (onsite in Overland Park, KS).

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 (Engage One / Snappy Kraken and Levitate), supports vendor relationships, and uses AI-assisted workflows and low-code tools to build lightweight marketing tools and automations.

• Own advisor platform management: onboard advisors, provide support, resolve tickets, schedule content, maintain rosters, and ensure compliance.
• Execute email marketing in Hub Spot: build and send emails, support A/B testing, segmentation, and performance tracking.
• Configure and build marketing automation workflows in Hub Spot and Go High Level ; collaborate on larger build-outs.
• Build, monitor, and troubleshoot Zapier integrations; elevate systemic issues.
• Schedule and deploy social content (Linked In, 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.

• Hands-on experience with marketing automation platforms (Hub Spot, Go High Level , Active Campaign, 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.

• 3–5 years in marketing operations, email marketing, or marketing automation.
• Hands-on experience with Hub Spot or a comparable CRM/marketing automation platform.
• Experience managing a vendor-provided or white-labeled client-facing platform.
• Familiarity with project management tools (Asana,  , Click Up).
• 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

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

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