Marketing Automation Consultant Job Description Template
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Marketing automation specialist job description template
As digital marketing continues to evolve, marketing automation specialists have become essential for driving campaign success and revenue growth. These professionals combine technical expertise with marketing savvy to orchestrate sophisticated digital marketing campaigns across multiple channels. Our template below will help you craft an effective job description to attract qualified marketing automation talent on Upwork, specifically detailing the tools, platforms, and skills needed for your marketing automation initiatives.
Job Overview
We're seeking a marketing automation specialist to drive our digital marketing operations and enhance campaign effectiveness. The role involves collaborating with our marketing team and stakeholders to develop, implement, and optimize marketing programs across various channels. This position is central to our marketing initiatives, requiring both technical proficiency and strategic thinking to achieve measurable outcomes.
Key Responsibilities
Our marketing automation specialist will manage end-to-end campaign execution and optimization. The core responsibilities are:
- Campaign development. Create and maintain sophisticated email campaigns, landing pages, and automated workflows that nurture leads through the sales funnel.
- Platform management. Configure and optimize CRM systems while implementing lead scoring models to qualify prospects effectively.
- Performance optimization. Execute A/B testing strategies to improve campaign performance and conversion rates across all automated marketing campaigns.
Qualifications and Skills
The ideal candidate combines technical expertise with strategic marketing knowledge. Required qualifications include:
- Education: Bachelor's degree in computer science, marketing, or related field with a strong analytical foundation.
- Experience: Three or more years of hands-on experience with demonstrated project management skills and technical proficiency.
- Technical expertise: Proven track record managing marketing automation tools with strong communication skills.
- Certifications: Current certifications in major marketing automation platforms and demonstrated analytical skills.
About Our Company
DigitalFirst is a leader in implementing cutting-edge marketing automation software for growing businesses. We specialize in crafting sophisticated solutions using platforms like Salesforce, HubSpot, Pardot, and Eloqua to drive client success. Our commitment to marketing platform excellence has established us as a trusted partner for businesses seeking to enhance their digital marketing capabilities.
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Marketing Automation Consultants you can meet on Upwork
- $50/hr$50 hourly
Ramin C.
- 4.7
- (114 jobs)
Austin, TX
Marketing AutomationCustomer Relationship ManagementHTML NewsletterAdobe PhotoshopEmail DeliverabilityCSSMailchimp PluginHTMLEmail MarketingEmail DesignMarketing Automation AuditA/B TestingPardotMailchimpEmail Template DevelopmentEmail Campaign Setup๐๐๐ซ๐ญ๐ข๐๐ข๐๐ ๐๐๐๐ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐ฉ๐๐๐ข๐๐ฅ๐ข๐ฌ๐ญ | $๐๐๐+ ๐๐๐ฏ๐๐ง๐ฎ๐ ๐๐ซ๐ข๐ฏ๐๐ง | 11๐ฑ ๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฅ๐จ๐ฎ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐๐ซ๐ค๐๐ญ๐จ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ซ๐๐ณ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ญ๐๐ซ๐๐๐ฅ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ฎ๐๐๐ฉ๐จ๐ญ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ฅ๐๐ฏ๐ข๐ฒ๐จ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ Top 1% Marketing Automation Expert | ๐๐๐๐+ Emails Deployed | ๐๐๐+ Brands Scaled | Upwork Top-Rated Iโm Ramin โ a data-driven lifecycle marketing specialist focused on turning engagement data into predictable revenue. I build automated email ecosystems that maximize inbox placement, lifetime value, and ROI across enterprise ESPs. ๐๐ฆ๐ฉ๐๐๐ญ ๐๐ง๐๐ฉ๐ฌ๐ก๐จ๐ญ - $๐๐๐+ client revenue generated - ๐๐๐๐+ emails deployed - ๐๐%+ open rates | ๐๐%+ CTR | ๐๐%+ conversion rate - ๐๐.๐% inbox placement | ๐.๐๐% bounce rate | ๐๐๐% IP reputation ๐๐๐๐ ๐ ๐๐๐ ๐๐ 1. ๐๐ฆ๐๐ข๐ฅ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ & ๐๐ข๐๐๐๐ฒ๐๐ฅ๐ ๐๐๐ฌ๐ข๐ ๐ง Build data-driven lifecycle systems that increase retention, reactivation, and LTV through personalized automation. 2. ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐๐ญ๐ฎ๐ฉ Design and optimize workflowsโwelcome, post-purchase, win-back, and abandoned cartโto drive engagement and revenue. 3. ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ ๐๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐๐ญ๐ข๐จ๐ง Improve inbox placement, IP reputation, and domain health with authentication (SPF, DKIM, DMARC) and reputation monitoring. 4. ๐๐๐ญ๐ & ๐๐๐ ๐ฆ๐๐ง๐ญ๐๐ญ๐ข๐จ๐ง Use behavioral, demographic, and predictive analytics to target the right audience at the right time. 5. ๐๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐ง๐๐ฅ๐ฒ๐ญ๐ข๐๐ฌ Track open, click, and conversion metrics; run A/B tests; and refine campaigns to maximize ROI. 6. ๐๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐ Salesforce Marketing Cloud, Marketo, Braze, Iterable, HubSpot, Klaviyo, Pardot, Mailchimp, ActiveCampaign. 7. ๐๐ฆ๐๐ข๐ฅ ๐๐๐ฌ๐ข๐ ๐ง & ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐ฆ๐๐ง๐ญ Hand-code responsive templates optimized for mobile, accessibility, and cross-client compatibility. 8. ๐๐๐ & ๐๐ง๐ญ๐๐ ๐ซ๐๐ญ๐ข๐จ๐ง Connect ESPs with CRMs, eCommerce systems, and APIs for seamless data flow and unified reporting. 9. ๐๐จ๐ฆ๐ฉ๐ฅ๐ข๐๐ง๐๐ & ๐๐ข๐ฌ๐ญ ๐๐ฒ๐ ๐ข๐๐ง๐ Ensure CAN-SPAM, GDPR, and CASL compliance with proper opt-in systems, unsubscribe logic, and clean lists. 10. ๐๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐๐ญ๐ข๐จ๐ง & ๐๐๐ข๐ง๐ญ๐๐ง๐๐ง๐๐ Audit and enhance existing campaigns for timing, frequency, and engagement performance. 11. ๐๐๐ฏ๐๐ง๐ฎ๐ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ & ๐๐๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ Align email strategy with business goals, build dashboards, and attribute campaign revenue accurately. - $35/hr$35 hourly
Waqas H.
- 5.0
- (27 jobs)
Lahore, PB Marketing AutomationLarge Language ModelLLaMAGenerative AINatural Language ProcessingAI BuilderAI Agent DevelopmentClaudeGoogle Sheets AutomationAI ChatbotLead Management AutomationEmail AutomationChatGPT API IntegrationBusiness Process AutomationTask AutomationCRM AutomationAPI IntegrationMake.comZapiern8n๐ผ ๐ง๐ผ๐ฝ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฒ๐ฟ | $๐ญ๐ฌ๐+ ๐๐ฎ๐ฟ๐ป๐ฒ๐ฑ | 100+ ๐๐ผ๐๐ฟ๐ | 27+ ๐ฃ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐๐ ๐๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ๐ฑ 8+ years building WordPress systems, custom plugins, and ecommerce integrations โ now specializing in Product Information Management, CRM automation, and Laravel/SaaS development. Your business shouldn't break when you scale. It should automate. I help businesses turn messy operations, product data, and disconnected tools into clean, working systems. WHAT I DO For product data and catalogs, I build custom PIM systems: taxonomy design, attribute management, CSV/API import-export pipelines, and syndication to eCommerce platforms and marketplaces. I built PIM-Plus, a WordPress-based PIM for manufacturers, from the ground up โ along with a custom syndication engine. For CRM and process automation, I connect and automate systems using GoHighLevel, Zapier, n8n, and Make โ form-to-CRM pipelines, lead follow-up sequences, appointment booking, and reporting dashboards. For WordPress and web development, I design and build custom plugins, WooCommerce integrations, ecommerce migrations, and backend systems in Laravel and MySQL. This is where most of my 8-year track record comes from โ plugin development, platform migrations, and ecommerce/CRM integrations for clients across the US, UK, and Europe. I'm not a task-based developer. I work best when a client has a real business problem and needs someone who can understand the workflow, design the right technical structure, and build it properly โ not just execute a spec. I've worked as a CTO, engineering manager, and solution architect, so I understand both the technical and business sides of a project. My focus is always on systems that are maintainable, scalable, and actually usable by the people who rely on them day to day. Clients usually come to me when: - Their product data or catalog is hard to manage - Their CRM or automation setup is broken or half-built - Their WordPress site needs a custom plugin or platform migration - They're doing too much manual admin work - They need someone to own a project end-to-end, not just a task WHY CLIENTS CHOOSE ME โ 100% Job Success Score across 25+ completed projects, with a track record of 5-star, client-endorsed work going back to 2018 โ Built PIM-Plus and a custom syndication engine from scratch โ I build it myself โ no outsourcing โ Modular architecture โ easy to update, never a locked-in black box โ Fast communicator โ responses within hours Have a product catalog that's outgrown spreadsheets, a CRM/automation setup that needs fixing, or a WordPress plugin you need built right? Let's talk. SKILLS: PIM CRM Automation API Integration WordPress Development WordPress Plugin Laravel n8n Zapier Make Business Process Automation Task Automation Marketing Automation Email Automation Lead Management Automation Google Sheets Automation ETL Pipeline Ecommerce Shopify WooCommerce AI Chatbot AI Agent Development Natural Language Processing Generative AI ChatGPT API Integration Claude AI Builder LLaMA Large Language Model - $95/hr$95 hourly
Margaret G.
- 5.0
- (58 jobs)
Grand Rapids, MI Marketing AutomationNotionCanvaKajabiConvertKitMailerLiteDubsadoElementorProcess ImprovementEmail MarketingPhotography17hatsActiveCampaignCRM AutomationManyChatHello! I'm Meg - your biz systems and marketing tech muse. If you are a solopreneur or small business drowning in tech overwhelm, stuck in tool indecision, or ready to finally get your systems running like clockwork - I'm your gal. I bring equal parts creative thinking and technical expertise to every project. Whether you need a done-for-you CRM build, a marketing funnel setup, or a guided done-with-you implementation so you can hit the ground running with your new tool, I can make it happen. CRM Setup & Client Service Fulfillment Automation I specialize in full CRM setup - from inquiry through off-boarding, so that your client experience is smooth, professional and as automated as you desire. Not sure which CRM is right for you I can also help you find your best match. Tools: - High Level (+white labels - FGF, FEA Create, Biz Systems Magic, etc) - HoneyBook - Dubsado - 17hats Digital Marketing, Funnels & Automation I build the tech side of your marketing - email sequences, pages, funnels, checkout, and chat marketing and the automations to make it run, so that your audience moves seamlessly from stranger to paying client. Tools: Email Markeitng: High Level, Kit, Active Campaign, FloDesk, Mailerlite Chat Marketing (FB/IG DM & comment automations): High Level, Manychat Website, Funnel & Page Builders: High Level, Elementor/Wordpress, Wix, Squarespace, Kajabi, Systeme, ThriveCart, Clickfunnels, Convertbox Online Course & Community Platform Setup Is your course ready but the tech is tripping you up? Or maybe you are ready to start your free or paid community? I can help you choose a tool and get it live! I set up and support: - Course Platforms: High Level, Kajabi, MemberVault, ThriveCart Learn/Academy, Systeme - Community Platforms: Heartbeat, High Level, Systeme, Skool Other productivity and Design tools: Notion, Clickup, Airtable, Smartsuite, Plutio, Slack, Milanote, Miro Canva, Affinity, Adobe Creative suite, Camtasia, Loom Who I work with I primarily work with 1:1 or 1:x service providers - consultants, coaches, practitioners and creatives (who may also sell digital products, create courses or programs, and host communities.) Sweet spot niche clients - Sleep Consultants (Baby, Child and Adult) and Spiritual & Wellness Practitioners. A bit about me I bring 25+ years of experience to the table. For many of those years I dual-tracked as the owner of my own photography studio alongside a corporate role. I worked in process improvement, project coordination, business analysis, and software system setup and administration. That combination gave me a rare blend of real-world business ownership experience and structured systems thinking. In my eight years of freelancing, Iโve honed down to what I do best: tool-centered strategy, done-for-you implementation, and hands-on training. I thrive on learning new software, embracing change, and building systems that keep your business humming without taking over your life. Innovation is my happy place. Ready to get some systems automagical goodness going in your biz? Check out my project catalog for ready-to-go offerings, or send me a message and letโs chat about your project!
- $50/hr$50 hourly
Ramin C.
- 4.7
- (114 jobs)
Austin, TX Marketing AutomationCustomer Relationship ManagementHTML NewsletterAdobe PhotoshopEmail DeliverabilityCSSMailchimp PluginHTMLEmail MarketingEmail DesignMarketing Automation AuditA/B TestingPardotMailchimpEmail Template DevelopmentEmail Campaign Setup๐๐๐ซ๐ญ๐ข๐๐ข๐๐ ๐๐๐๐ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐ฉ๐๐๐ข๐๐ฅ๐ข๐ฌ๐ญ | $๐๐๐+ ๐๐๐ฏ๐๐ง๐ฎ๐ ๐๐ซ๐ข๐ฏ๐๐ง | 11๐ฑ ๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฅ๐จ๐ฎ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐๐ซ๐ค๐๐ญ๐จ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ซ๐๐ณ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ญ๐๐ซ๐๐๐ฅ๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ฎ๐๐๐ฉ๐จ๐ญ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ | ๐๐ฅ๐๐ฏ๐ข๐ฒ๐จ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ Top 1% Marketing Automation Expert | ๐๐๐๐+ Emails Deployed | ๐๐๐+ Brands Scaled | Upwork Top-Rated Iโm Ramin โ a data-driven lifecycle marketing specialist focused on turning engagement data into predictable revenue. I build automated email ecosystems that maximize inbox placement, lifetime value, and ROI across enterprise ESPs. ๐๐ฆ๐ฉ๐๐๐ญ ๐๐ง๐๐ฉ๐ฌ๐ก๐จ๐ญ - $๐๐๐+ client revenue generated - ๐๐๐๐+ emails deployed - ๐๐%+ open rates | ๐๐%+ CTR | ๐๐%+ conversion rate - ๐๐.๐% inbox placement | ๐.๐๐% bounce rate | ๐๐๐% IP reputation ๐๐๐๐ ๐ ๐๐๐ ๐๐ 1. ๐๐ฆ๐๐ข๐ฅ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ & ๐๐ข๐๐๐๐ฒ๐๐ฅ๐ ๐๐๐ฌ๐ข๐ ๐ง Build data-driven lifecycle systems that increase retention, reactivation, and LTV through personalized automation. 2. ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐๐ญ๐ฎ๐ฉ Design and optimize workflowsโwelcome, post-purchase, win-back, and abandoned cartโto drive engagement and revenue. 3. ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐๐๐ข๐ฅ๐ข๐ญ๐ฒ ๐๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐๐ญ๐ข๐จ๐ง Improve inbox placement, IP reputation, and domain health with authentication (SPF, DKIM, DMARC) and reputation monitoring. 4. ๐๐๐ญ๐ & ๐๐๐ ๐ฆ๐๐ง๐ญ๐๐ญ๐ข๐จ๐ง Use behavioral, demographic, and predictive analytics to target the right audience at the right time. 5. ๐๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐ง๐๐ฅ๐ฒ๐ญ๐ข๐๐ฌ Track open, click, and conversion metrics; run A/B tests; and refine campaigns to maximize ROI. 6. ๐๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐ Salesforce Marketing Cloud, Marketo, Braze, Iterable, HubSpot, Klaviyo, Pardot, Mailchimp, ActiveCampaign. 7. ๐๐ฆ๐๐ข๐ฅ ๐๐๐ฌ๐ข๐ ๐ง & ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐ฆ๐๐ง๐ญ Hand-code responsive templates optimized for mobile, accessibility, and cross-client compatibility. 8. ๐๐๐ & ๐๐ง๐ญ๐๐ ๐ซ๐๐ญ๐ข๐จ๐ง Connect ESPs with CRMs, eCommerce systems, and APIs for seamless data flow and unified reporting. 9. ๐๐จ๐ฆ๐ฉ๐ฅ๐ข๐๐ง๐๐ & ๐๐ข๐ฌ๐ญ ๐๐ฒ๐ ๐ข๐๐ง๐ Ensure CAN-SPAM, GDPR, and CASL compliance with proper opt-in systems, unsubscribe logic, and clean lists. 10. ๐๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐๐ญ๐ข๐จ๐ง & ๐๐๐ข๐ง๐ญ๐๐ง๐๐ง๐๐ Audit and enhance existing campaigns for timing, frequency, and engagement performance. 11. ๐๐๐ฏ๐๐ง๐ฎ๐ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ & ๐๐๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐ Align email strategy with business goals, build dashboards, and attribute campaign revenue accurately. - $35/hr$35 hourly
Waqas H.
- 5.0
- (27 jobs)
Lahore, PB Marketing AutomationLarge Language ModelLLaMAGenerative AINatural Language ProcessingAI BuilderAI Agent DevelopmentClaudeGoogle Sheets AutomationAI ChatbotLead Management AutomationEmail AutomationChatGPT API IntegrationBusiness Process AutomationTask AutomationCRM AutomationAPI IntegrationMake.comZapiern8n๐ผ ๐ง๐ผ๐ฝ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฒ๐ฟ | $๐ญ๐ฌ๐+ ๐๐ฎ๐ฟ๐ป๐ฒ๐ฑ | 100+ ๐๐ผ๐๐ฟ๐ | 27+ ๐ฃ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐๐ ๐๐ผ๐บ๐ฝ๐น๐ฒ๐๐ฒ๐ฑ 8+ years building WordPress systems, custom plugins, and ecommerce integrations โ now specializing in Product Information Management, CRM automation, and Laravel/SaaS development. Your business shouldn't break when you scale. It should automate. I help businesses turn messy operations, product data, and disconnected tools into clean, working systems. WHAT I DO For product data and catalogs, I build custom PIM systems: taxonomy design, attribute management, CSV/API import-export pipelines, and syndication to eCommerce platforms and marketplaces. I built PIM-Plus, a WordPress-based PIM for manufacturers, from the ground up โ along with a custom syndication engine. For CRM and process automation, I connect and automate systems using GoHighLevel, Zapier, n8n, and Make โ form-to-CRM pipelines, lead follow-up sequences, appointment booking, and reporting dashboards. For WordPress and web development, I design and build custom plugins, WooCommerce integrations, ecommerce migrations, and backend systems in Laravel and MySQL. This is where most of my 8-year track record comes from โ plugin development, platform migrations, and ecommerce/CRM integrations for clients across the US, UK, and Europe. I'm not a task-based developer. I work best when a client has a real business problem and needs someone who can understand the workflow, design the right technical structure, and build it properly โ not just execute a spec. I've worked as a CTO, engineering manager, and solution architect, so I understand both the technical and business sides of a project. My focus is always on systems that are maintainable, scalable, and actually usable by the people who rely on them day to day. Clients usually come to me when: - Their product data or catalog is hard to manage - Their CRM or automation setup is broken or half-built - Their WordPress site needs a custom plugin or platform migration - They're doing too much manual admin work - They need someone to own a project end-to-end, not just a task WHY CLIENTS CHOOSE ME โ 100% Job Success Score across 25+ completed projects, with a track record of 5-star, client-endorsed work going back to 2018 โ Built PIM-Plus and a custom syndication engine from scratch โ I build it myself โ no outsourcing โ Modular architecture โ easy to update, never a locked-in black box โ Fast communicator โ responses within hours Have a product catalog that's outgrown spreadsheets, a CRM/automation setup that needs fixing, or a WordPress plugin you need built right? Let's talk. SKILLS: PIM CRM Automation API Integration WordPress Development WordPress Plugin Laravel n8n Zapier Make Business Process Automation Task Automation Marketing Automation Email Automation Lead Management Automation Google Sheets Automation ETL Pipeline Ecommerce Shopify WooCommerce AI Chatbot AI Agent Development Natural Language Processing Generative AI ChatGPT API Integration Claude AI Builder LLaMA Large Language Model - $95/hr$95 hourly
Margaret G.
- 5.0
- (58 jobs)
Grand Rapids, MI Marketing AutomationNotionCanvaKajabiConvertKitMailerLiteDubsadoElementorProcess ImprovementEmail MarketingPhotography17hatsActiveCampaignCRM AutomationManyChatHello! I'm Meg - your biz systems and marketing tech muse. If you are a solopreneur or small business drowning in tech overwhelm, stuck in tool indecision, or ready to finally get your systems running like clockwork - I'm your gal. I bring equal parts creative thinking and technical expertise to every project. Whether you need a done-for-you CRM build, a marketing funnel setup, or a guided done-with-you implementation so you can hit the ground running with your new tool, I can make it happen. CRM Setup & Client Service Fulfillment Automation I specialize in full CRM setup - from inquiry through off-boarding, so that your client experience is smooth, professional and as automated as you desire. Not sure which CRM is right for you I can also help you find your best match. Tools: - High Level (+white labels - FGF, FEA Create, Biz Systems Magic, etc) - HoneyBook - Dubsado - 17hats Digital Marketing, Funnels & Automation I build the tech side of your marketing - email sequences, pages, funnels, checkout, and chat marketing and the automations to make it run, so that your audience moves seamlessly from stranger to paying client. Tools: Email Markeitng: High Level, Kit, Active Campaign, FloDesk, Mailerlite Chat Marketing (FB/IG DM & comment automations): High Level, Manychat Website, Funnel & Page Builders: High Level, Elementor/Wordpress, Wix, Squarespace, Kajabi, Systeme, ThriveCart, Clickfunnels, Convertbox Online Course & Community Platform Setup Is your course ready but the tech is tripping you up? Or maybe you are ready to start your free or paid community? I can help you choose a tool and get it live! I set up and support: - Course Platforms: High Level, Kajabi, MemberVault, ThriveCart Learn/Academy, Systeme - Community Platforms: Heartbeat, High Level, Systeme, Skool Other productivity and Design tools: Notion, Clickup, Airtable, Smartsuite, Plutio, Slack, Milanote, Miro Canva, Affinity, Adobe Creative suite, Camtasia, Loom Who I work with I primarily work with 1:1 or 1:x service providers - consultants, coaches, practitioners and creatives (who may also sell digital products, create courses or programs, and host communities.) Sweet spot niche clients - Sleep Consultants (Baby, Child and Adult) and Spiritual & Wellness Practitioners. A bit about me I bring 25+ years of experience to the table. For many of those years I dual-tracked as the owner of my own photography studio alongside a corporate role. I worked in process improvement, project coordination, business analysis, and software system setup and administration. That combination gave me a rare blend of real-world business ownership experience and structured systems thinking. In my eight years of freelancing, Iโve honed down to what I do best: tool-centered strategy, done-for-you implementation, and hands-on training. I thrive on learning new software, embracing change, and building systems that keep your business humming without taking over your life. Innovation is my happy place. Ready to get some systems automagical goodness going in your biz? Check out my project catalog for ready-to-go offerings, or send me a message and letโs chat about your project! - $87/hr$87 hourly
Cole A.
- 4.9
- (31 jobs)
Austin, TX Marketing AutomationPhoto EditingBrand ManagementSocial Media ManagementPhotographyAutomationCRM AutomationEvent ManagementEmail MarketingMarTechMarketing Automation StrategyHubSpotImplementationProject ManagementBrand MarketingMarketing StrategyDigital MediaSocial Media MarketingDigital StrategyHowdy, Iโm Cole. Based remotely in Austin, Texas (home of the best breakfast tacos). ๐ค ๐ก Note: If youโre using HubSpot and need help renegotiating an expiring contract or upgrading your package, reach out. As a HubSpot Preferred Partner, I can save you set-up costs and negotiate better pricing. WHO AM I? Iโm a Marketing Ops & Strategy professional with 8+ years of experience and deep expertise in HubSpot. My career path was intentional: Iโve held roles across strategy, execution, and technical implementationโbecause a strategy is only as strong as its execution. All with the goal of becoming the best Fractional CMO. I love building systems that make marketing and sales teamsโ day-to-day easier, with a focus on simplifying complexity and aligning people, process, and platforms. WHAT I OFFER: (as an Individual Contributor) - Fractional CMO / Marketing Ops Leader - Growth Marketing & Digital Strategy - B2B & B2B2C GTM Roadmapping - Pipeline, Sales Funnel, and Lead Routing Design & Execution - Personas/ICP/ABM Development, Lead Scoring & Lifecycle Marketing principles. - System Architecture, Process Design, SOPs, and Discovery Workshops - Marketing Project Management (Campaigns & Solutions) - HubSpot Implementation, Audits, Campaigns, Reporting - CRM & Martech Integrations (HubSpot, Salesforce, Monday, Marketo, etc.) - Automation, Tech Stack Audits, & Software Optimization - Hubspot is my love language. MY AGENCIES (2 boutique agencies) ๐ฆ FoxOps Consulting ๐ฆ A Fractional CMO office founded by three marketing pros. We deliver: - Marketing & Brand Strategy, Ads, SEO/SEM Consulting, Automation, & Execution. - Hourly, flat-rate, or retainer models. - Everyone is based in USA ๐ Your HubSpot Expert ๐ A specialized HubSpot agency with 4 colleagues, each covering different areas of CRM, HubSpot, and dev. We provide: - Full HubSpot suite (Marketing, Sales, Service, Ops), Salesforce support & integrations, Technical audits, optimizations, and system builds, Partnerships with creative agencies for white-glove, end-to-end solutions. - Hourly, flat-rate, or retainer models - Everyone is based in USA ๐ฃ CERTIFICATIONS: - HubSpot Preferred Partner Status. - HubSpot Certs in: Marketing Hub, Sales Hub, Product Marketing, Content Marketing, Digital Marketing - Google Analytics Certified - Monday.com Product Marketing Certified - Wrike Certified (Individual & Leader) - Draft Chatbot (Conversational Marketing & Sales) ๐ฌ MY COMMUNICATION STYLE: I value empathetic, transparent communication. I practice a Yes + When or No + Why styleโso youโll always know whatโs possible, when, and why. My schedule is flexible, and I adapt to client needs. ๐ MY STORY AS A FREELANCER: In 2023, I was laid off during the Silicon Valley Bank crash. That experience pushed me to pivot, take control of my career, and launch my own ventures. Since then, Iโve built FoxOps Consulting alongside peers from Meta, Google, LinkedIn, and SVBโproviding clients with high-level strategy and flawless technical execution. Later, Your HubSpot Expert was founded to diversity Strategy from Technical clients. ๐ฉ Reach out for references, resumes, or to discuss your project needs. Thanks for stopping by! ~ Cole - $60/hr$60 hourly
Nicole I.
- 5.0
- (12 jobs)
London, ENGLAND Marketing AutomationSalesforce CRMGoogle SearchSalesforce Marketing CloudCRM AutomationEmail MarketingDisplay AdWordPressSalesforce Marketing Cloud expert, having worked with the technology since 2010. I have direct experience having worked for ExactTarget (Marketing Cloud), as well as numerous consultancies specialising in Salesforce Software (Accenture, Tquila & More). I aim to help businesses understand the technology they have purchased or are looking purchase and make implementations and ongoing projects more simple. I can work across a range of roles across a project life cycle, from Solution Architect, Development, Project Lead and Management. You can see me as a one stop shop to tackling Salesforce Projects. I am extremely qualified in Sslesforce Marketing Cloud, integrations including the Marketing Cloud Connector, and Salesforce CDP. I have experience of all areas of Marketing Cloud including Journey Builder, Contact Builder, Content Builder, Cloud Pages, AMPscript, Data Extensions, Automation Studio, and Marketing Cloud Conenctor, which links Sales/Service Cloud to the Marketing Cloud. I'm also Salesforce Certified in their new product Data Cloud. I'm available for longer term engagements, and very quickly adapt and fit into existing teams, or take on work solo. Additionally I offer a range of shorter term projects which can include but not limited to: - Journey Builds - Dealing with Contact Overage - Account Audits - Training - $100/hr$100 hourly
Johnathon K.
- 4.8
- (167 jobs)
Las Vegas, NV Marketing AutomationSales Funnel CopywritingSales CopywritingBusiness DevelopmentFacebook AdvertisingConversion Rate OptimizationPay Per Click AdvertisingInternet MarketingEmail Marketingโญ 1st Place Out Of 97,000+ Freelancers On Upwork's Internet Marketing Test โญย โญ Expert-Vetted Talent (Top 1% Of All Sales & Marketing Freelancers) โญย -------------- Hey there! My name is John and I've been Internet Marketing since I was 12 years old. Ask me anything about Internet Marketing and I'll have a solid, understandable answer for you that isn't fluffed with BS and fairy dust like most others in my industry.ย I have an undying passion for helping others grow their business through Growth Marketing and Advertising. My love for this stuff is infectious, and my clients can attest to that. Marketing and Advertising can be a money printer for any business as long as the marketing and advertising is deployed properly for the business in question. If you aren't currently turning a dollar into more dollars, hit me up and allow me to help you build your money printer so you can move onto bigger and better things. Let me help you get back to whatever that dream is inside you that you've been trying to live out. My specialties are: โ๏ธ The development and execution of high-level marketing & advertising strategies. I help you determine which channels and strategies will be most effective for your organization in an initial gameplan then help you execute the gameplan from start to finish. (I can either do it with you or for you. Most prefer the latter.) โ๏ธ Developing and executing Paid Advertising campaigns including copywriting, creative scripting, audience targeting and performing expert-level CRO to bring you the highest ROAS possible. I don't stop testing until we're seeing less than a 1% change in the results from our tests. (Saddle up, we got a lotta testing to do cowboy!) โ๏ธ Auditing and optimizing your website and other digital assets to make sure they are all performing to the best of their ability and working seamlessly with each other. โ๏ธ Planning, developing, testing and launching websites, landing pages and funnels that are beautiful, on-brand and are born to convert from day one, but also have a foundation built for ongoing testing and experimentation. Developing a good rapport, and regular communication is very important to me and should be to you as well.ย When you work with me, you can rest easy knowing that your marketing and advertising budget is being allocated properly and efficiently on a daily basis. My goal is always to go above and beyond the project requirements and elicit a phenomenal review from you. I also want your friends when you trust me enough to send them my way! ๐ Let's talk about your project in more detail. If you'd like to work with me, here's what we would do: 1.) We will schedule a 30 minute call to go over your specific needs, project requirements, budget, past efforts, etc. This call is free of charge and even if we decide not to work together, you will still walk away with some ideas of where to go / what to do next at the very least.ย 2.) Should you decide to hire me, we will discuss the specifics on the call and start the contract afterwards. I start 99% of my projects with an Initial Audit & Gameplan. Thank you so much for considering me for your job, and I look forward to hearing from you soon! If you have any questions for me before inviting me to your job, please do not hesitate to reach out! - $100/hr$100 hourly
Christina P.
- 5.0
- (45 jobs)
Chelmsford, MA Marketing AutomationMarketing Operations & WorkflowB2B MarketingDrip MarketingMarketing StrategySocial Media MarketingHubSpotSalesforce CRMLead NurturingLead GenerationCampaign ManagementEmail MarketingMarketoMailchimpEmail CopywritingWhat I can help with: Email marketing operations and campaign execution Marketing automation workflows Lead scoring and lifecycle management Audience segmentation and list management Database cleanup, deduplication, and ongoing CRM maintenance Forms, landing pages, and automation setup Reports, dashboards, and marketing performance tracking Salesforce and CRM data management Sales and marketing process optimization Platforms: HubSpot (certified) Marketo Salesforce Salesloft Mailchimp (certified) Kit (formerly ConvertKit) I've worked with B2B and B2C organizations ranging from SaaS and online products to professional services, nonprofits, healthcare, and brick-and-mortar businesses. - $50/hr$50 hourly
Hamza I.
- 5.0
- (219 jobs)
Rawalpindi, PUNJAB Marketing AutomationLead GenerationZapierAPIChatbot DevelopmentAPI IntegrationEcommerceScriptingMake.comAutomationManyChatSocial Media WebsiteSocial Media MarketingInstagram๐ฅ Hamza โ AI Automation & Intelligent Systems Architect I help businesses design and deploy intelligent automation ecosystems that generate leads, automate operations, and scale revenue โ using AI, voice agents, chatbots, APIs, and advanced workflow automation. I donโt just automate tasks โ I build complete business systems that run, optimize, and grow themselves. ๐ค AI Agents & Conversational Automation Build always-on AI systems that handle communication, sales, and support: โ 24/7 AI Chatbots for Website, WhatsApp, Instagram & Messenger โ AI Voice Agents & Virtual Receptionists (Inbound/Outbound Calls) โ AI Lead Qualification, Scoring & Smart Routing โ Automated Appointment Booking & Scheduling Systems โ AI-Powered Customer Support & FAQ Handling โ Abandoned Cart Recovery & E-commerce Automation โ SMS, Email & Voice Follow-up Sequences ๐ Platforms & Channels I Work With ๐ฌ Messaging & Social Automation โข WhatsApp Business API โข Instagram & Facebook DM Automation โข Telegram Bots โข Website Live Chat Systems โข SMS Automation (Twilio & CRM-driven flows) ๐๏ธ Voice AI Systems โข AI Call Agents โข Virtual Receptionists โข Voice-based lead qualification & booking systems ๐ Workflow Automation & System Integration As a Certified Make Partner & Automation Specialist, I connect entire business infrastructures into one intelligent system. โ๏ธ Automation & Integration Stack โข Make (Advanced Automation Architectures) โข Zapier โข n8n โข Custom Webhooks & API Development โข Power Automate ๐ง AI Integrations & Smart Systems โ OpenAI / GPT-powered Automations โ AI Data Structuring & Processing Pipelines โ AI Email & Lead Response Engines โ AI Content & Document Generation Systems โ CRM Intelligence & Auto-Updates โ Decision-Based Automated Workflows ๐ CRM & Business System Integrations I connect and automate leading business tools, including: Salesforce โข HubSpot โข Pipedrive โข GoHighLevel โข Zoho CRM โข Mondayโข Airtable โข Google Workspace โข Stripe โข Mailchimp โข ActiveCampaign + more If a native integration doesnโt exist, I build custom API bridges and scalable backend workflows using structured JSON and webhook architecture. ๐ผ What I Deliver ๐น End-to-End Automation Strategy & Architecture ๐น AI Chatbot + Voice Agent Systems ๐น CRM & Sales Funnel Automation ๐น Revenue-Focused AI Workflows ๐น Complex API & Multi-System Integrations ๐น Scalable Business Automation Infrastructure ๐ Why Work With Me? ๐ Certified Automation & AI Systems Partner ๐ Strategy-first, not tool-first approach โก AI + Voice + Automation combined into one ecosystem ๐ Clean, scalable, and future-proof system design ๐ค Long-term growth partner, not just a freelancer I help businesses eliminate manual work, reduce operational costs, and unlock scalable growth through AI-powered automation and voice-driven systems. If you want to turn your business into an intelligent, automated engine โ letโs build it. - $80/hr$80 hourly
Neetika K.
- 4.9
- (9 jobs)
Maidenhead, ENGLAND Marketing AutomationB2B MarketingPaid SocialPaid MediaContent WritingCampaign ManagementDigital Marketing StrategyProcess ImprovementRobotic Process AutomationArtificial IntelligenceMarketing StrategyTech & ITInbound MarketingEmail MarketingMarketing Management- 16 yearsโ experience in senior marketing roles within software/technology sector - Recent successes in Robotic Process Automation (RPA) and Artificial Intelligence (AI) marketing strategy and campaigns - Experience of working closely with sales teams and business owners to develop comprehensive marketing strategies aligned to business goals - Worked for KOFAX, IBM , SAP, Microsoft partners and more - Passionate about building marketing strategies that deliver results - identifying most effective marketing channels that drive lead generation and revenue growth - Very hands on with SEO strategies, Google Ads (PPC), Email Marketing, Social Media Management, Event Marketing, Webinars and Content creation. - Chartered Marketer/ HubSpot Certified for Inbound Marketing Want to browse more talent?
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