Marketing Operations, AI Automation Coordinator

This is a fully remote position, open to applicants in India.

📋 Description

• Create and sustain automated workflows within the marketing technology ecosystem.

• Develop and oversee Zapier or n8n automations to integrate marketing tools and minimize manual transitions.

• Establish and manage automated design production using Canva.

• Assist in project and workflow monitoring with Smartsheet.

• Utilize GitHub, Claude Cowork, Supabase, and Vercel to enhance internal marketing tools and dashboards.

• Leverage ChatGPT, Codex, and other AI technologies to optimize content creation, quality control, and reporting processes.

• Track and report on campaign and website performance through Google Analytics.

• Create social graphics, email campaigns, presentations, flyers, advisor launch materials, recruiting one-pagers, newsletters, and partner marketing collateral.

• Prepare content for social media scheduling, including captions, links, campaign organization, and tracking of scheduled assets.

• Generate weekly advisor and division email campaigns and produce export reports.

• Oversee the marketing asset library, including version control, archiving, and approval monitoring.

• Create marketing adoption reports, usage trackers, dashboards, milestone reports, and summaries of divisional activities.

• Assist with Mortgage Advisor onboarding by preparing launch announcements, bios, onboarding materials, headshot folders, and content calendars.

• Maintain recruiting assets, proof libraries, case studies, recruiting packets, and materials for advisor growth.

• Compile advisor successes, testimonials, and recognition submissions into reusable templates and proof libraries.

• Conduct QA reviews that cover spelling, formatting, hyperlinks, branding, disclaimers, dates, names, NMLS fields, and template precision.

⛳️ Requirements

• A minimum of 2 years of experience in marketing operations, technology, or a related field.

• Proven hands-on skills in automation and AI.

• Practical experience in building and executing automations, particularly with Airtable, Zapier or n8n, and Canva automation.

• Familiarity with GitHub, Supabase, Vercel, Claude Cowork, ChatGPT, and Codex for developing or maintaining lightweight internal tools and dashboards.

• Experience with Smartsheet and Google Analytics.

• Strong reading and writing comprehension in English.

• Excellent attention to detail and organizational capabilities.

• Proficient in Canva, PowerPoint, Google Drive, or SharePoint.

• Comprehensive understanding of workflow automation, SEO/AEO/GEO principles, and marketing operations.

• Ability to adhere to SOPs, manage repetitive tasks accurately, and communicate effectively.

• Comfortable collaborating with teams based in the U.S.

• Preferred: experience assisting a marketing team in a rapidly evolving or scaling environment.

• Preferred: familiarity with social media scheduling tools and email marketing platforms.

• Preferred: experience using CRM systems and reporting dashboards, including tools for webinar or event workflows.

• Preferred: background in mortgage, financial services, real estate, or another regulated industry.

• Preferred: basic experience in video editing or subtitle formatting.

🏝️ Benefits

• Equal opportunity and inclusive, diverse workplace.

• Reasonable accommodations for applicants with physical or mental disabilities.

• Human oversight of AI-assisted hiring processes.