Email Marketing Strategist & Automation Specialist
Worldwide
We are a Canadian mortgage brokerage looking for an experienced email marketing specialist to help us build high-converting email campaigns, lead nurture sequences, and CRM automations. This is not a basic newsletter role. We are looking for someone who understands how to turn website leads, old inquiries, past clients, referral partners, and mortgage prospects into booked calls and active mortgage applications. Our business serves borrowers across multiple Canadian provinces and focuses on mortgage solutions such as refinancing, debt consolidation, private mortgages, self-employed mortgages, HELOCs, home equity loans, bad credit mortgages, reverse mortgage alternatives, investment property mortgages, and high-net-worth mortgage strategies. The right person should be able to help us create email campaigns that speak directly to different borrower situations. Examples of campaigns we want to build include: * New lead follow-up sequence * Refinance and debt consolidation nurture sequence * Private mortgage / bank-declined borrower sequence * Self-employed mortgage sequence * Past client annual mortgage review campaign * Mortgage renewal reminder sequence * Dormant lead reactivation campaign * Realtor and referral partner nurture sequence * High-net-worth borrower education sequence You should be comfortable with both strategy and execution. Responsibilities may include: * Creating an email marketing strategy by borrower segment * Writing persuasive mortgage-specific email copy * Building automated email workflows * Setting up tags, triggers, and lead segments inside a CRM/email platform * Improving lead follow-up after form submissions * Creating reactivation campaigns for old leads * Writing subject lines and calls to action * Tracking campaign performance * Reporting on replies, booked calls, clicks, conversions, and lead engagement * Helping us improve how we communicate with prospects and past clients Experience with any of the following platforms is helpful: * GoHighLevel * HubSpot * ActiveCampaign * Mailchimp * Klaviyo * Keap * Zoho * Constant Contact * Other CRM or email automation platforms Experience in mortgage, real estate, insurance, lending, financial services, or another regulated industry is strongly preferred. You do not need to be a mortgage expert, but you must be able to write clearly, persuasively, and responsibly. We need strong sales copy, but not exaggerated claims. Mortgage marketing must be accurate, professional, and trust-based. We are looking for someone who can write emails that make a borrower think: “This sounds like my situation. I should speak with them.” Please apply with: 1. Examples of email campaigns or lead nurture sequences you have written or built 2. A short explanation of how you would segment email marketing for a mortgage brokerage 3. The CRM/email platforms you have experience with 4. Any experience you have in mortgage, real estate, lending, insurance, or financial services 5. Your recommended first 30-day plan for improving our email marketing We are especially interested in someone who can help us turn existing traffic, past leads, and borrower inquiries into more booked mortgage conversations. Please start your application with the words “Mortgage Email Strategy” so we know you read the full posting.
- Less than 30 hrs/weekHourly
- 6+ monthsDuration
- IntermediateExperience Level
- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:3 weeks ago
- Interviewing:1
- Invites sent:0
- Unanswered invites:0
About the client
- CanadaToronto6:40 AM
- 148 hires, 27 active
- 16,297 hours
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