AI Marketing Ops Specialist (029-980)

• →CRM Automation & Lead Workflows
• →Set up automated lead capture, qualification, and follow-up workflows across Pipedrive, Close.com, and Basecamp
• →Build AI-driven sequences to contact and pre-qualify inbound leads, confirm contact details, and route them to the right team member
• →Identify duplication and inefficiencies across the three CRM systems and recommend consolidation or integration strategies
• →Marketing Operations
• →Support the optimisation of paid marketing spend across Meta and Google to improve lead quality and ROI
• →Manage and improve email marketing workflows, nurture sequences, and automated client communications
• →Monitor campaign performance and produce clear reporting on lead volume, cost per lead, and conversion rates
• →AI Integration
• →Identify opportunities across the business to deploy AI tools and agents (e.g. lead pre-qualification bots, automated reporting, content generation)
• →Stay current on emerging AI tools and proactively bring recommendations to the team
• →Build and document new AI-assisted processes so they can be handed off or scaled
• →Ongoing Operations
• →Work closely with the founding team and the Philippines business partner to roll out improvements
• → Cross-train with existing team members in Dumaguete
• →Operate from the Dumaguete office – in-office presence preferred for compliance and team collaboration

• 3+ years experience in marketing operations, digital marketing, or growth/automation roles

• Hands-on experience with CRM platforms – Pipedrive and/or Close.com strongly preferred
• Demonstrated experience building automated workflows using tools such as Make.com, Zapier, or similar
• Solid understanding of Meta and Google Ads – not just running campaigns, but optimising for lead quality
• Experience with AI tools applied to marketing or operations (e.g. ChatGPT, Claude, AI agents, n8n)
• Strong English communication skills – written and verbal
• Analytical mindset – comfortable pulling data and making clear recommendations

• Experience in financial services or a similarly regulated environment
• Familiarity with Basecamp for project/task management
• Experience building lead qualification chatbots or AI agents
• Ability to work autonomously and proactively surface improvements without being asked

This role is based in Dumaguete, Philippines and will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)