Keap/Infusionsoft Automation Specialist | CRM, Marketing Automation & AI Systems

Build Intelligent Customer Journeys That Scale Human Intelligence About Human Intelligence At Human Intelligence, we're building a future where artificial intelligence helps people better understand themselves, better understand each other, and ultimately create a happier, healthier, and more connected world. We believe technology should remove friction, automate repetitive work, and create better human experiences. Every customer journey. Every campaign. Every email. Every automation. Every CRM pipeline. Every marketing sequence. Every interaction. They're all opportunities to create exceptional experiences through intelligent systems. As we continue expanding globally, we're looking for an exceptional Keap/Infusionsoft Automation Specialist to help build and optimize one of the most sophisticated AI-first CRM ecosystems in our organization. Why Top Performers Join Human Intelligence This isn't a traditional CRM administration role. You won't simply update contact records or send newsletters. You'll become one of the technical specialists responsible for designing intelligent customer journeys that support marketing, sales, onboarding, education, customer success, partnerships, and business operations. You'll work directly with Marketing, Operations, Sales, Customer Success, Executive Leadership, Product, Automation Specialists, and AI Engineers to build scalable systems that improve every stage of the customer lifecycle. If you enjoy combining automation, customer psychology, technology, AI, and operational excellence, you'll thrive here. Compensation Snapshot Employment Type: Independent Contractor Location: Fully Remote Time Commitment: Full-Time Monthly Base Compensation USD $1,000–$1,500 per month, depending on your Keap/Infusionsoft expertise, automation capability, AI proficiency, systems thinking, and overall alignment with the role. Performance Incentives Monthly KPI and performance incentives based on automation quality, customer journey improvements, campaign performance, AI innovation, operational excellence, and measurable business outcomes. The Opportunity We're looking for someone who naturally thinks in customer journeys. Someone who understands that great automation creates better customer experiences—not just fewer manual tasks. You'll build sophisticated CRM systems using Keap (formerly Infusionsoft), including campaigns, automation sequences, lead nurturing, customer onboarding, forms, landing pages, opportunity pipelines, reporting dashboards, integrations, and AI-powered workflows. This is an AI-first technical role. You'll actively use AI throughout planning, workflow design, documentation, QA, troubleshooting, optimization, and continuous improvement. Why This Role Matters Every customer interaction matters. The systems you build will directly influence: Lead generation Customer onboarding Marketing performance Sales conversion Customer retention Operational efficiency Business scalability Customer satisfaction Your work will become part of the operational foundation powering Human Intelligence's growth. About the Role As our Keap/Infusionsoft Automation Specialist, you'll design, build, optimize, test, document, and continually improve CRM workflows and marketing automation systems across multiple products and brands. You'll work closely with Marketing, Sales, Operations, Customer Success, Product, Executive Leadership, and Automation Specialists to ensure every customer journey is intelligent, scalable, and continuously improving. This role requires someone who is highly independent, proactive, technically capable, and comfortable taking ownership from planning through implementation. What You'll Be Doing Keap Development Design and build: Marketing campaigns Automated customer journeys Email sequences Opportunity pipelines Lead nurturing systems Customer onboarding Forms Landing pages CRM automations Internal notifications Customer segmentation Reporting dashboards CRM & Marketing Automation Improve lead management. Optimize campaign performance. Increase customer engagement. Reduce manual work. Improve lifecycle automation. Support business growth. AI-First Automation Leverage AI to improve: Workflow architecture Campaign planning Documentation QA Testing Troubleshooting Customer journey mapping Reporting Process optimization Knowledge management Platform Optimization Improve CRM architecture. Maintain campaign quality. Optimize automation performance. Improve reporting accuracy. Reduce technical debt. Strengthen platform scalability. Cross-Functional Collaboration Partner closely with: Marketing Sales Operations Customer Success Product Executive Leadership Automation Specialists Designers to deliver exceptional customer experiences. Continuous Improvement Improve CRM performance. Increase automation maturity. Strengthen customer journeys. Improve documentation. Reduce operational complexity. Continuously improve every campaign and workflow. Our Culture At Human Intelligence, automation is about creating exceptional customer experiences. Technology should simplify complexity. AI should strengthen human capability. Every system should help people—not frustrate them. AI-First CRM Development Artificial intelligence is embedded throughout our CRM operations. We expect every Keap/Infusionsoft Automation Specialist to actively leverage AI to improve: Campaign planning Workflow architecture Documentation QA Technical troubleshooting Reporting Customer segmentation Optimization Knowledge management Continuous improvement Human-First Systems Behind every automation is a real person. Every workflow should feel thoughtful. Every communication should feel personal. Every customer journey should build trust. Technology should create more meaningful human experiences—not less. Ownership We hire builders. If you identify a better campaign... Build it. If you discover a workflow improvement... Implement it. If AI can improve a customer journey... Lead the initiative. High Standards Every automation should be: Thoroughly tested AI quality assured Human validated Clearly documented Reliable Scalable Easy to maintain Attention to detail is one of the most important qualities for success in this role. Continuous Learning Keap evolves. AI evolves. Marketing evolves. Customer expectations evolve. We're looking for someone who genuinely enjoys learning, experimenting, improving systems, and staying ahead of emerging technologies. Required Qualifications We're looking for an exceptional automation specialist who combines technical expertise with customer-centric thinking. You should have: 3+ years of hands-on Keap (formerly Infusionsoft) experience. Experience building advanced marketing automation campaigns. Strong understanding of CRM systems and customer lifecycle marketing. Experience creating email campaigns, forms, landing pages, and automation sequences. Strong troubleshooting capability. Excellent written and verbal English communication skills. Outstanding organizational capability. Exceptional attention to detail. Ability to work independently within a fully remote environment. AI-First Automation Experience We're specifically looking for professionals who actively embrace AI. Experience using AI for: Campaign planning Workflow architecture Documentation QA Reporting Customer segmentation Marketing optimization Technical troubleshooting Prompt engineering Workflow improvement will be highly regarded. Experience using ChatGPT and modern AI productivity tools is expected. Preferred Qualifications Experience with any of the following will be highly regarded: Keap Infusionsoft Thryv WordPress API integrations Webhooks Zapier n8n Stripe CRM migration Marketing automation AI Agents SaaS HealthTech Education platforms What Success Looks Like You'll be successful if you consistently: Build reliable CRM systems. Deliver exceptional automation quality. Improve customer journeys. Increase campaign performance. Reduce manual work. Leverage AI to improve speed and quality. Produce outstanding technical documentation. Deliver projects requiring minimal revisions. Continuously improve CRM performance. You'll Thrive Here If You... You genuinely enjoy building intelligent systems. You naturally think in customer journeys. You embrace AI as part of your daily workflow. You proactively improve processes. You solve problems independently. You communicate professionally. You have exceptional attention to detail. You're highly organized. You enjoy learning emerging technologies. You're motivated by building systems that genuinely improve people's lives. Compensation Employment Type: Independent Contractor Location: Fully Remote Monthly Base Compensation USD $1,000–$1,500 per month, depending on your Keap expertise, automation capability, AI proficiency, technical execution, and overall alignment with the role. Performance Incentives In addition to your monthly retainer, you'll be eligible for monthly performance incentives, based on measurable contribution, including: Automation quality Campaign performance CRM optimization Customer experience improvements AI implementation and innovation Documentation quality Cross-functional collaboration KPI achievement Overall business impact Compensation reviews are conducted following successful completion of the probationary period and are based on sustained performance, technical leadership, increased responsibility, innovation, and measurable business outcomes. Why You'll Love Working Here Help build one of the world's most advanced AI-first CRM ecosystems. Design intelligent customer journeys that positively impact thousands of people. Work directly with executive leadership on high-impact initiatives. Access cutting-edge AI tools and automation technologies. Enjoy genuine ownership and technical autonomy. Work remotely with flexibility and an outcome-focused culture. Collaborate with exceptional marketers, automation specialists, product leaders, and AI experts. Grow your career as Human Intelligence continues expanding globally. Professional Growth We're looking for CRM architects—not simply campaign builders. As Human Intelligence continues to scale, exceptional performers will have opportunities to progress into Senior CRM Architect, Marketing Automation Lead, Director of Revenue Operations, Head of Business Systems, AI Solutions Architect, or broader technology leadership positions. If you're passionate about combining Keap, AI, automation, and customer experience to build intelligent business systems that genuinely improve people's lives, we'd love to hear from you. Apply today and help build the future of Human Intelligence.