Marketing Operations Specialist

Role

The Marketing Operations Specialist is a hands-on digital channel generalist responsible for end-to-end delivery of marketing across email, automation, social publishing, CRM, and integration platforms. This role is the primary owner of CreativeOne’s advisor-facing platforms (EngageOne / Snappy Kraken and Levitate) and supports cross-channel execution, vendor relationships, and process documentation.

Key Responsibilities

• Own advisor platform management: onboarding, support, ticket resolution, content scheduling, roster maintenance, and compliance oversight for advisor-facing platforms.
• Build, send, and test marketing emails in HubSpot following templates and brand guidelines; support A/B testing and segmentation.
• Configure and maintain marketing automation workflows in HubSpot and GoHighLevel; own assigned workflows end-to-end.
• Build, monitor, and troubleshoot Zapier integrations; escalate systemic issues and follow documentation standards.
• Schedule and deploy social content (LinkedIn, Facebook, etc.) and maintain publishing calendars across advisor and brand accounts.
• Serve as day-to-day contact for platform vendors (Snappy Kraken, Levitate); coordinate feature requests and platform issues.
• Maintain and update SOPs and visual walkthroughs (using Scribe) for owned processes.
• Use AI tools (e.g., Claude, ChatGPT) for everyday marketing workflows and to build lightweight, developer-free marketing tools and mini-apps.
• Track and report performance metrics across owned channels, pull standard reports, and flag anomalies.

Requirements

• Hands-on experience with marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, 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 Zapier or similar integration tools; ability to monitor and troubleshoot integrations.
• Detail-oriented with strong organizational skills, written and verbal communication, and the ability to manage multiple concurrent tasks.
• Professional and responsive demeanor when interacting with advisors and vendors.
• Demonstrated use of AI tools (ChatGPT, Claude, or similar) in a professional/project context and ability to use AI-assisted development (vibe coding) to build functional marketing tools; strong prompting skills.

Preferred Qualifications

• 3–5 years of experience in marketing operations, email marketing, or marketing automation.
• Hands-on experience with HubSpot or a comparable marketing automation/CRM platform.
• Experience managing a vendor-provided or white-labeled program and client-facing marketing platforms.
• Familiarity with project management tools such as Asana, Monday.com, or ClickUp.
• BA/BS in Marketing, Business, Communications, or related field preferred.
• Experience in financial services, insurance, or other regulated industries is a plus.

Work Location & Status

• Onsite — Overland Park, KS. Full-time, exempt.

Note

• No visa sponsorship is provided; applicants must be authorized to work for any U.S. employer.