Marketing & CRM Automation Specialist
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Job Description
Marketing & CRM Automation Specialist developing marketing strategies and managing CRM systems for a mortgage brokerage and investment business in the Philippines.
Responsibilities:
- Design and execute marketing strategies to build a consistent pipeline of qualified leads
- Optimize campaigns across digital channels (social media, paid ads, email, SEO, etc.)
- Track, analyze, and report on lead conversion performance
- Build and optimize website pages and landing pages to improve conversion rates
- Implement and manage marketing automation workflows, CRM integrations, and process improvements
- Leverage AI tools to enhance campaign performance, content creation, and operational efficiency
- Ensure seamless data flow between platforms and maintain scalable marketing systems
- Maintain and manage the client database, ensuring accuracy and proper segmentation
- Develop and execute targeted campaigns to nurture leads and client relationships
- Utilize CRM tools to automate follow-ups and improve engagement
- Manage brand presence across digital platforms and ensure consistency
- Create engaging content (articles, newsletters, videos, social posts) tailored to mortgage and property investment audiences
- Coordinate marketing events, webinars, and client seminars as needed
- Work closely with the business owner to align marketing initiatives with business goals
- Identify opportunities to expand market reach and improve campaign effectiveness
Requirements:
- Minimum 5+ years of digital marketing experience, ideally in financial services, property investment, or related industries
- Strong expertise in lead generation, funnel optimization, and digital campaign management
- Proven experience in website and landing page development (WordPress or similar platforms)
- Hands-on experience with AI tools and marketing automation (n8n or Zappier)
- Strong knowledge of CRM systems, workflow automation, and integrations (GoHighLevel or ActiveCampaign)
- Proficiency in Google Ads, Meta Ads, SEO tools (e.g., AIOSEO, Google Analytics)
- Basic design skills (Canva or Adobe) are a plus
- Strong analytical, communication, and project management skills
- Ability to take ownership, work proactively, and operate effectively in a fast-paced environment
- Available to work full-time (minimum 8 hours per day)
- Consistently responsive and available during working hours
- Able to join online meetings on short notice when required
- Highly reliable, proactive, and execution-focused
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