We are looking for candidates based in Latin America South Africa or the Philippines. Please note that we process only one active application at a timeif youve applied for multiple roles kindly direct any updates to the team handling your first application. To start processing submit your resume in English. The final offer will be at the clients discretion and will depend on your interview performance skills and experience.
Job Title: Email and Marketing Automation Specialist
Working Hours: 9-5 EST Mon-Fri
Salary: 2000-3500 USD/month (The final offer will be at the clients discretion and will depend on your interview performance skills and experience.)
Location: Remote (South Africa preferred)
Department: Marketing Reports to: Marketing / Strategy & Operations
About the company:
The company helps real estate investors maximize their tax savings through engineered cost segregation studies. Since 2022 weve completed over 10000 studies saving clients more than $1 billion in taxes. Our fast-growing tech-driven firm blends deep real estate tax expertise with modern marketing tools automation and a best-in-class digital experience.
Role Overview
Were looking for a detail-obsessed Email & Marketing Automation Specialist to own the execution optimization and performance of our lifecycle marketing programs. Youll build automated journeys manage campaigns in HubSpot improve email deliverability and help create a seamless communication experience for real estate investors CPAs and partners across their entire customer journey.
This role sits at the intersection of marketing operations sales enablement and customer success. Your work will directly influence revenue lead quality customer activation and retention.
Key Responsibilities
Email Marketing & Campaign Operations
- Build schedule and manage high-performing email campaigns across newsletters promotions product announcements partners and nurture sequences.
- Craft segmentation strategies tailored to investor personas STR owners commercial buyers CPAs and partners.
- Own A/B testing across subject lines CTAs content and send-time optimization.
Marketing Automation & Lifecycle Journeys
- Develop and optimize automated lifecycle workflows in HubSpot (lead nurture deal stage automation onboarding re-engagement churn saves etc.).
- Partner with Sales and Customer Success to map communications for every stage of the company journeyfrom proposal to report delivery.
- Ensure campaign logic is clean scalable and well-documented.
HubSpot CRM & Data
- Maintain and refine segmentation fields scoring models and contact property logic.
- Troubleshoot workflow issues and implement quality-control processes to prevent data drift.
- Collaborate with the operations team to enhance funnel reporting attribution and data hygiene.
Performance & Optimization
- Track and own performance metrics such as open rate CTR conversion rate deliverability and lifecycle velocity; make recommendations using data-backed insights.
- Continuously audit and improve email content naming conventions and folder structures for long-term scalability.
Cross-Functional Collaboration
- Work closely with the design team to ensure email templates reflect companys brand and visual standards.
- Partner with Sales to support outbound sequences automated follow-ups and AE-specific workflows.
- Align with Product and Customer Success to develop event-triggered messages and in-app email integrations.
- Partner with the Head of Performance Marketing to connect lifecycle events with paid acquisition (offline conversions audience lists) and to design post-click nurture journeys that improve CAC and LTV.
Requirements
- 3 years of experience in email marketing CRM management or lifecycle automation (HubSpot preferred).
- Experience building complex multi-branch workflows in Zapier and Hubspot.
- Familiarity with Webflow Zapier LemList and similar API-based integrations.
- Strong understanding of segmentation lead scoring workflow architecture and email deliverability best practices.
- Experience building multi-step automation and managing large contact volumes.
- Analytical mindsetcomfortable with reporting experimentation and deriving insights from performance data.
- Strong copywriting skills for short-form B2B communication.
- Experience in real estate SaaS financial services or tax-related industries is a plus.
Nice-to-Haves
- Knowledge of U.S. real estate investing concepts depreciation or cost segregation.
- Experience supporting sales outbound sequences or RevOps functions.
- Comfort working in a fast-paced high-growth environment with evolving processes.
Why join us
- Work with a high-performing team democratizing access to powerful tax strategies.
- Opportunity to shape the backbone of our lifecycle communications and automation architecture.
- Remote-first culture with flexibility and autonomy.
- Competitive compensation with meaningful opportunities for growth.
Required Experience:
IC
We are looking for candidates based in Latin America South Africa or the Philippines. Please note that we process only one active application at a timeif youve applied for multiple roles kindly direct any updates to the team handling your first application. To start processing submit your resume in ...
We are looking for candidates based in Latin America South Africa or the Philippines. Please note that we process only one active application at a timeif youve applied for multiple roles kindly direct any updates to the team handling your first application. To start processing submit your resume in English. The final offer will be at the clients discretion and will depend on your interview performance skills and experience.
Job Title: Email and Marketing Automation Specialist
Working Hours: 9-5 EST Mon-Fri
Salary: 2000-3500 USD/month (The final offer will be at the clients discretion and will depend on your interview performance skills and experience.)
Location: Remote (South Africa preferred)
Department: Marketing Reports to: Marketing / Strategy & Operations
About the company:
The company helps real estate investors maximize their tax savings through engineered cost segregation studies. Since 2022 weve completed over 10000 studies saving clients more than $1 billion in taxes. Our fast-growing tech-driven firm blends deep real estate tax expertise with modern marketing tools automation and a best-in-class digital experience.
Role Overview
Were looking for a detail-obsessed Email & Marketing Automation Specialist to own the execution optimization and performance of our lifecycle marketing programs. Youll build automated journeys manage campaigns in HubSpot improve email deliverability and help create a seamless communication experience for real estate investors CPAs and partners across their entire customer journey.
This role sits at the intersection of marketing operations sales enablement and customer success. Your work will directly influence revenue lead quality customer activation and retention.
Key Responsibilities
Email Marketing & Campaign Operations
- Build schedule and manage high-performing email campaigns across newsletters promotions product announcements partners and nurture sequences.
- Craft segmentation strategies tailored to investor personas STR owners commercial buyers CPAs and partners.
- Own A/B testing across subject lines CTAs content and send-time optimization.
Marketing Automation & Lifecycle Journeys
- Develop and optimize automated lifecycle workflows in HubSpot (lead nurture deal stage automation onboarding re-engagement churn saves etc.).
- Partner with Sales and Customer Success to map communications for every stage of the company journeyfrom proposal to report delivery.
- Ensure campaign logic is clean scalable and well-documented.
HubSpot CRM & Data
- Maintain and refine segmentation fields scoring models and contact property logic.
- Troubleshoot workflow issues and implement quality-control processes to prevent data drift.
- Collaborate with the operations team to enhance funnel reporting attribution and data hygiene.
Performance & Optimization
- Track and own performance metrics such as open rate CTR conversion rate deliverability and lifecycle velocity; make recommendations using data-backed insights.
- Continuously audit and improve email content naming conventions and folder structures for long-term scalability.
Cross-Functional Collaboration
- Work closely with the design team to ensure email templates reflect companys brand and visual standards.
- Partner with Sales to support outbound sequences automated follow-ups and AE-specific workflows.
- Align with Product and Customer Success to develop event-triggered messages and in-app email integrations.
- Partner with the Head of Performance Marketing to connect lifecycle events with paid acquisition (offline conversions audience lists) and to design post-click nurture journeys that improve CAC and LTV.
Requirements
- 3 years of experience in email marketing CRM management or lifecycle automation (HubSpot preferred).
- Experience building complex multi-branch workflows in Zapier and Hubspot.
- Familiarity with Webflow Zapier LemList and similar API-based integrations.
- Strong understanding of segmentation lead scoring workflow architecture and email deliverability best practices.
- Experience building multi-step automation and managing large contact volumes.
- Analytical mindsetcomfortable with reporting experimentation and deriving insights from performance data.
- Strong copywriting skills for short-form B2B communication.
- Experience in real estate SaaS financial services or tax-related industries is a plus.
Nice-to-Haves
- Knowledge of U.S. real estate investing concepts depreciation or cost segregation.
- Experience supporting sales outbound sequences or RevOps functions.
- Comfort working in a fast-paced high-growth environment with evolving processes.
Why join us
- Work with a high-performing team democratizing access to powerful tax strategies.
- Opportunity to shape the backbone of our lifecycle communications and automation architecture.
- Remote-first culture with flexibility and autonomy.
- Competitive compensation with meaningful opportunities for growth.
Required Experience:
IC
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