CRM & Marketing Automation Leader

Job description

Fill out this application form:

100% Remote - Competitive Salary

Read this carefully before applying

We are only looking at people who meet the requirements and follow the instructions exactly.

If you want to work with a high-performance team where precision is everything, keep reading.

If not, this is not the role for you.

Why This Role Matters

This is not a typical agency position.

You'll be stepping into a firm that already manages millions of dollars in ad spend for some of the most sophisticated financial advisory and wealth management firms in the country.

Our clients manage anywhere from 100 million to 10 billion in assets, and they expect flawless execution.

That means we only hire people who hold themselves to the highest standards.

If you want to learn directly from an operations leader who has perfected systems that drive growth, and if you want to be part of an agency that is scaling faster than almost anyone else in the industry, this is your shot.

About Us

Clients Blackbox is a boutique marketing agency that has become the growth partner of choice for fiduciary RIAs and wealth management firms nationwide.

• We have booked more than 30,000 qualified appointments for our clients.
  
  
• We have managed over 10 million dollars in campaigns focused on pre-retirees and retirees.
  
  
• We helped one firm go from launch to the Inc 5000 in just 14 months, something no other system in this space has done.
  
  
• We have been featured in Forbes, MarketWatch, Yahoo Finance, Benzinga, and InsuranceNewsNet.
  
  

We are known for turning sophisticated video funnels and campaigns into measurable ROI month after month.

The advisors we work with are sharp, professional, and serious about growth.

They demand precision.

We deliver it.

For you, that means:

• You will work inside proven frameworks that already scale multimillion-dollar campaigns.
  
  
• You will be mentored by leaders who know how to grow fast and profitably.
  
  
• You will be part of a small but elite team with no corporate politics, just results.
  
  
• You will work with high-caliber clients where the impact of your work is obvious.
  
  

The Opportunity

We are looking for a
Marketing Automation Manager
who can take ownership of our marketing technology, funnels, and delivery systems.

You'll be trained directly by our current operations lead.

You'll start with full support, and within 90 days you'll be expecetd to run systems independently and improve them as we scale.

Core Responsibilities

Marketing Technology (40%)

• Build and maintain advanced funnels across platforms
• Create automation workflows with Zapier and other tools
• Implement UTMs, GA4, GTM, and CRM tracking
• Troubleshoot technical issues quickly

Quality Control & Project Management (30%)

• Review every deliverable before it goes live
• Manage timelines and coordinate with team members - Include the word black in your application to be considered, and find the 5 typos that exist in this job description.
  
  
• Ensure campaigns meet our quality checklist with zero errors

Client Relations (20%)

• Run professional Zoom calls with client stakeholders
• Present campaign upddates and implementations
• Provide reliable, clear communication that builds trust

Technical Operations (10%)

• Maintain websites and landing pages
• Manage email automation and campaigns
• Research and implement new MarTech tools

Requirements

Must-haves

• 2+ years of hands-on experience with ClickFunnels, Zapier, HubSpot, or similar platforms
• Proven ability to build and optimize funnels
• Strong project management and organizational skills
• Excellent written and spoken English
• Professional presence in client-facing interactions
• Available during business hours Monday to Friday, 9am–5pm Central Standard Time + flexible availability on weekends (Because Zapier breaks on weekends too)

What makes you the right fit

• Detail-oriented with zero tolerance for errors
• Able to troubleshoot under pressure
• Self-directed and resourceful
• Understands drect response marketing principles
• Communicates in a professional and confident way

What Success Looks Like

First 30 days

• Master our systems, checklists, and QC process
• Shadow client calls and suport smaller projects
• Complete 1–2 funnel or automation builds with oversight

Days 31–60

• Take ownership of 2–3 full funnel builds with tracking and automation
• Run QC on campaigns independently
• Lead client update calls with oversight
• Document at least one improvement idea

Days 61–90

• Fully own campaign builds, QC, and client calls
• Manage all client projects without errors
• Implement at least one process improvement into our SOPs

OKRs

• 100% of funnels and campaigns QA'd before launch
• Reduce client-facing technical issues to under 5% of deliverables
• Average client satisfaction score of 9/10 or higher on calls and deliverables
• Deliver 95% of projects on time, with full checklist completion

What We Offer

• Direct mentorship from our operations lead with playbooks, frameworks, and troubleshooting systems
• 100% remote
• Performance bonuses for hitting KPIs
• A chance to grow with a company that is scaling fast and making national impact

Application Instructions

We only want the best of the best.

If you want to be considered:

Fill out this application form:

The form will ask you to answer a few questions to show off your expertise and separate you from everyone else applying to this position.

We will only review applications that are complete and precise.

Required Skill Profession

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