Marketing Operations, AI Automation Coordinator

• Design and maintain automated workflows across the marketing technology stack
• Build and manage Zapier or n8n automations to connect marketing tools and reduce manual handoffs
• Set up and manage automated design production in Canva
• Support project and workflow tracking in Smartsheet
• Use GitHub, Claude Cowork, Supabase, and Vercel to support internal marketing tools and dashboards
• Apply ChatGPT, Codex, and other AI tools to streamline content production, quality assurance, and reporting
• Monitor and report on campaign and website performance using Google Analytics
• Produce social graphics, email campaigns, presentations, flyers, advisor launch materials, recruiting one-pagers, newsletters, and partner marketing materials
• Prepare content for social media scheduling, including captions, links, campaign organization, and scheduled-asset tracking
• Prepare weekly advisor and division email campaigns and export reports
• Maintain the marketing asset library, version control, archiving, and approval tracking
• Prepare marketing adoption reports, usage trackers, dashboards, milestone reports, and divisional activity summaries
• Support Mortgage Advisor onboarding with launch announcements, bios, onboarding materials, headshot folders, and content calendars
• Maintain recruiting assets, proof libraries, case studies, recruiting packets, and advisor growth materials
• Organize advisor wins, testimonials, and recognition submissions into reusable templates and proof libraries
• Perform QA reviews covering spelling, formatting, hyperlinks, branding, disclaimers, dates, names, NMLS fields, and template accuracy

• 2+ years of experience in marketing operations, technology, or a related field
• Demonstrated hands-on automation and AI skills
• Hands-on experience building and running automations, ideally with Airtable, Zapier or n8n, and Canva automation
• Comfort working across GitHub, Supabase, Vercel, Claude Cowork, ChatGPT, and Codex to build or maintain lightweight internal tools and dashboards
• Experience with Smartsheet and Google Analytics
• Strong English reading and writing comprehension
• Exceptional attention to detail and organizational skills
• Experience with Canva, PowerPoint, Google Drive, or SharePoint
• Solid understanding of workflow automation, SEO/AEO/GEO concepts, and marketing operations
• Ability to follow SOPs, manage repetitive work accurately, and communicate clearly
• Comfortable collaborating with U.S.-based teams
• Preferred: experience supporting a marketing team in a scaling or fast-changing environment
• Preferred: experience with social media scheduling platforms and email marketing tools
• Preferred: experience using CRM platforms and reporting dashboards, including webinar or event workflow tools
• Preferred: experience in mortgage, financial services, real estate, or another regulated industry
• Preferred: basic video editing or subtitle formatting experience

• Equal opportunity and inclusive, diverse work environment
• Reasonable accommodation for applicants with physical or mental disabilities
• Human oversight of AI-assisted hiring decisions