AI Marketing & Automation Strategist

United States·HauppaugeFull-timemid

OtherStrategist

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Quick Summary

Requirements Summary

30 days of support for bug fixes and adjustments, then full handoff. All accounts, logins, and assets will be set up in our company's name and belong to us.

Technical Tools

OtherStrategist

A working AI agent that reaches out to candidates, answers their questions, qualifies them, and books interviews directly on our calendar
Integration with our existing tools (calendar, CRM, email/SMS)
Outreach scripts and qualification questions set up and tested
Written documentation and a recorded walkthrough so our team can run and adjust it ourselves
A live training session with our team

Requirements

~1 min read

Proven track record building and deploying AI agents, chatbots, or marketing automation that delivered measurable results
Strong background in digital marketing, lead generation, and funnel strategy
Hands-on experience with AI platforms and APIs (OpenAI, Anthropic, or similar), automation tools (Zapier, Make, n8n), and CRMs (GoHighLevel, HubSpot, Salesforce, or similar)
Working knowledge of paid advertising on Meta, Google, and LinkedIn
Able to turn business goals into working systems with minimal oversight
Clear communicator who can explain technical ideas to non-technical agents
Experience in life insurance, financial services, or another regulated industry is a strong plus