Automations & Reporting Specialist (Orthodontic & Dental Marketing Agency)

Are you passionate about harnessing the power of automation and in-depth reporting to transform marketing and operations processes Do you excel in using NoCode or Low Code tools to extract and format data creating insightful and meaningful reports that drive strategic decisions Your role will not just be about troubleshooting and optimizing workflows but also about closely collaborating with teams to understand their data needs and crafting innovative solutions to fulfill them. If you have a knack for turning data into actionable insights and thrive in a dynamic environment we welcome you to bring your expertise to our team as an Automation & Reporting Specialist.

Your core focus will be on leveraging advanced NoCode or Low Code tools to extract vital data and format it in ways that provide clarity and actionable insights for our internal marketing and automation teams. You will be the key player in understanding the specific data points needed by different teams and then adeptly creating solutions to present this data effectively. Your role is crucial in bridging the gap between raw data and strategic decision-making ensuring our teams are empowered with the right information at the right time. Join us in this exciting journey to redefine the landscape of marketing and automation through smart data-driven solutions.

RESPONSIBILITIES

Troubleshoot and Resolve HighLevel (CRM) Issues:

• Identify and address any issues related to automation processes to ensure seamless functionality.
• Implement solutions to optimize and enhance existing automated workflows.

Audit and Simplify HighLevel (CRM):

• Conduct regular audits of automation processes to identify opportunities for simplification.
• Streamline and optimize processes within HighLevel (CRM) to boost efficiency.

Build and Maintain No-Code Automation Tools:

• Utilize platforms like HighLevel (CRM) Zapier and others to develop and manage automated solutions.
• Rapidly deploy automated solutions for various marketing tasks.

Technical Issue Assistance:

• Provide support for technical challenges including call timeouts and system-related issues.
• Collaborate with the team to troubleshoot and resolve technical hurdles promptly.

Resource Creation and Management:

• Develop and maintain documentation and guides for automated processes.
• Manage a queue of automation-related tasks and prioritize them effectively.

Guidance on Workflows:

• Offer expertise in designing streamlined workflows for maximum efficiency.
• Collaborate with team members to optimize processes and enhance productivity.

Account Access and Integration Support:

• Resolve issues related to account access and integration across platforms.
• Work collaboratively with different teams to address integration challenges.

REQUIREMENTS

• Proven experience in troubleshooting and optimizing automated processes particularly in marketing environments.
• Proficiency in no-code automation tools like HighLevel (CRM) Zapier Google App Script or similar platforms.
• Strong technical skills capable of addressing and resolving system-related issues.
• Understanding of webhooks and apis and working with data warehouses such as Google BigQuery.
• Excellent organizational and prioritization abilities to manage automation tasks efficiently.
• Experience in creating and maintaining documentation for automated processes.
• Familiarity with AI chatbots and the ability to assess their applicability to marketing workflows.
• Exceptional communication and collaboration skills to work effectively with cross-functional teams.

Overall the expected results for this role include a more efficient and streamlined marketing operation improved collaboration among team members enhanced documentation and resources seamless integration across platforms and innovative solutions leveraging AI technology. These outcomes will contribute to the overall success and growth of the organization in achieving its marketing objectives.

ABOUT HIP

At HIP we dont have clientswe have partners. Everything we do is rooted in a collaborative mindset where we grow together and succeed together. Our core values arent just words on a slide; theyre how we show up every day to make a difference for our partners their teams and their communities.

Bring Your Genius

What are you passionate about What gets you in a flow state where work doesnt feel like work Everyone here has something theyre great ata zone where they can bring energy passion and focus. Thats your genius. Its not about just showing up; its about showing up with purpose and using your unique talents to push us all forward.

Elevate Others

Success isnt about climbing the ladder alone. Its about lifting others up along the way. Whether its mentoring a teammate helping a partners team crush their goals or just stepping in to support someone were here to make sure everyone around us wins. Elevating others isnt just a nice ideaits how we get better together.

Drive Value

Its not about just checking the boxes. Its about asking is this actually working Does this help our partners succeed If somethings not driving value we rethink it. Were here to add real measurable resultsnot fluff. And sometimes that means going beyond the usual playbook to figure out whats best for this partner right now.

Own It

This is simple: take responsibility. If youre in a role own it. If something needs fixing fix it. No passing the buck. We trust every person here to show up take charge and deliver. Its not about perfection; its about stepping up and doing the worktogether.

These arent just ideastheyre what make us HIP. Lets live them out every single day.

Brand Promises

At HIP these promises guide how we serve our partners every day. They reflect what we stand for and how we ensure meaningful impact.

We Are More Than Marketing

Its not just about running ads or generating leads. Thats just the starting point. HIP goes deeper to help partners grow their practices strengthen their teams and build scalable systems. Marketing is only one piece of the puzzle. The bigger picture is about transforming practices for long-term success.

We Provide a Holistic Approach

Everything in a practice is interconnectedoperations team structure marketing and patient experience. HIP takes a step back to look at the full picture. Its not about quick fixes but about ensuring that every piece works together to create sustainable growth.

We Provide a White Glove Experience

HIP aims to deliver an elite level of service in every interaction. Whether its a call a meeting or a solution partners should feel valued and supported at every step. Its about creating an experience where partners know their success is always the priority.

We Go Beyond the Business

HIP is focused on building real relationships with partners. Its not just about numbers or transactionsits about understanding their goals challenges and vision. When theres trust and connection the partnership goes beyond just business. It creates a foundation for mutual success.

BENEFITS

• 401(k) matching
• Dental Insurance
• Health Insurance
• Vision Insurance
• Life Insurance
• PTO eligibility after 90 days of hire (10 vacation days the first year of service unlimited PTO starting year two flexible partial days and sick/ personal days)
• Remote position

SCHEDULE

• 8-hour shift
• 8 am- 5 pm CST
• Monday to Friday

COMPENSATION

• $60000- $80000 Annual Salary (based on experience)
• Full-time W2 position for domestic candidates ONLY