AI Marketing & Automations Specialist | Full-Time | Remote | $9-$10 USD/hour
Location: Remote, LATAM-based only
Schedule: 40 hours/week PST hours
Compensation: $9-$11 USD/hour
Type: Long-Term | Full-Time
About CascadEffects
CascadEffects is a fractional COO and Virtual Assistant placement company built specifically around orthodontic, dental, and healthcare adjacent businesses, though we place VAs across a range of industries. We're hiring on behalf of our client in the tax service industry, who is looking for a smart, resourceful, AI forward marketer. This person should take ownership, execute across multiple channels, and help build measurable marketing systems.
About the role
What You’ll Do
CRM & Marketing Automation
- Help manage and improve marketing activity inside the CRM
- Build and maintain lead nurture workflows
- Create automated follow-up sequences based on lead source, service interest, contact status, or prospect behavior
- Assist with segmentation, tagging, lists, pipeline stages, and campaign tracking
- Identify leads that are not receiving proper follow-up
- Monitor automations and troubleshoot workflow issues
- Document CRM processes and create simple SOPs
- Work within Zoho and learn additional tools as needed
Email Marketing
- Draft, build, schedule, and monitor email campaigns
- Create nurture campaigns for new prospects
- Build reactivation campaigns for older leads and former clients
- Write educational email sequences related to tax resolution, tax compliance, tax preparation, and DIY tax relief options
- Improve subject lines, calls to action, layouts, and sequence structure
- Track opens, clicks, replies, appointments, and conversions
- Follow good list-management and deliverability practices
SMS Marketing
- Draft and deploy compliant SMS campaigns
- Create nurture, reactivation, reminder, and follow-up text sequences
- Coordinate SMS activity with email, phone, and CRM follow-up
- Monitor responses and route interested prospects appropriately
- Maintain proper consent and opt-out practices
- Improve messaging based on actual response data
Sales Funnels & Landing Pages
- Map simple marketing funnels from content or ads to lead capture and follow-up
- Create or update landing pages, forms, thank-you pages, and booking pages
- Assist with guides, checklists, webinars, assessments, calculators, and lead magnets
- Improve headlines, CTAs, page structure, and form conversion
- Coordinate messaging across landing pages, email, SMS, ads, and CRM workflows
- Identify where prospects are dropping out of the funnel
- Collaborate with designers or other creative resources when needed
Social Media
(A major initial focus will be developing and executing a practical social media strategy for DIYTaxRelief.com.)
- Create and maintain a content calendar
- Research common taxpayer questions, fears, objections, and misconceptions
- Turn topics into useful educational content
- Write posts, captions, carousels, FAQs, and short-form video scripts
- Create or coordinate branded graphics
- Edit or coordinate short-form video content
- Repurpose long-form content into multiple social assets
- Schedule and publish content consistently
- Monitor engagement, comments, and messages
- Identify high-performing topics and create follow-up content
- Create calls to action that move users into email lists, lead magnets, educational products, or consultations
- Potential platforms include Facebook, Instagram, YouTube, TikTok, and LinkedIn.
- Because this is a tax-related brand, content must be accurate, credible, and responsible. We do not want exaggerated claims or unrealistic promises.
Content Creation & Repurposing
- Draft copy for emails, social media, landing pages, lead magnets, ads, and sales materials
- Turn videos, webinars, articles, client questions, and leadership ideas into marketing content
- Create basic graphics, carousels, presentations, thumbnails, and short-form videos
- Maintain brand consistency
- Convert rough notes, recordings, or ideas into polished content
- Use AI to improve speed while preserving accuracy and human judgment
What were looking for
An AI-Powered Marketer
You should already use AI as part of your professional workflow.
You may use AI for:
Campaign ideas, Audience research, Copywriting drafts, Content outlines, Email variations, Social media repurposing, Video scripts, Funnel planning, Competitive research, Data analysis, SOP creation, Quality control
Required Experience
- At least 5 years of consistent hands-on digital marketing experience
- Experience with CRM systems and marketing automation
- Experience creating and managing email campaigns
- Experience with SMS marketing or automated text follow-up
- Experience supporting landing pages, lead magnets, and sales funnels
- Experience creating social media content for a business or brand
- Strong marketing copywriting skills
- Professional experience using AI tools
- Working knowledge of Canva or a similar design platform
- Ability to create or edit basic short-form video content
- Strong written and spoken English
- Strong organization and project-management skills
- Ability to manage several projects and deadlines at once
- Strong research skills
- High attention to detail
- Ability to work independently
- Willingness to learn new systems and technology
Nice to Haves
- Experience marketing professional services
- Experience with tax, financial, accounting, or legal services
- Experience with consultation-based lead generation
- Experience with paid social media
- Experience with SEO or generative-engine optimization
- Experience creating lead magnets, webinars, quizzes, or downloadable guides
- Experience documenting SOPs and improving processes
We are looking for someone who is:
- High-agency and proactive
- Resourceful when solving problems
- Creative but business-minded
- Fast but careful
- Organized with projects, files, campaigns, and reports
- Comfortable with ambiguity
- Strong in written communication
- Detail-oriented
- Data-aware
- Coachable and open to feedback
- Trustworthy with sensitive business and customer information
- Able to work independently without needing every step explained
To Apply
Please submit the following to [email protected] with the subject Subject Line: Marketing & Automations Specialist – [Your Full Name]
1.A viewable link to your updated resume in English
2.Your desired hourly wage in USD (note: we are hiring at $9-$11 hour)
3.Your portfolio/samples of your marketing work, such as:
- Email campaigns
- Social media posts
- Landing pages or funnels
- Lead magnets
- CRM workflows or automations
- Reports or campaign results
4.A short paragraph describing your experience with:
- CRM and marketing automation
- Email marketing
- SMS marketing
- Funnels or landing pages
- Social media content
- AI tools
4. A list of tools you have used for:
- CRM
- Email
- SMS
- Design
- Video
- AI
- Project management