InfusionSoft Responsibilities

• Create New Campaigns for Marketing

  • Assist in automating the new funnels that will be created and ensuring that everything new interacts with the remaining automation/triggers

• Sending out the monthly newsletter via Broadcasts

• Reviewing/fixing various campaigns/automation as needed

• Database cleanup:

  • Cleaning up the naming conventions of tags/forms

  • Archiving any remaining items (tags, forms, products, etc) no longer used

  • Keeping the list clean from unsubscribes/unengaged, merging records

• Setup Infusionsoft Automation

  • Create campaigns/automations to assist with our internal and client workflows

  • Provide expertise in setting up and scoping automation

  • Thoroughly test automation that is developed to ensure that it works properly and as intended

  • Integrate Infusionsoft with other tools as needed

• Monthly report of campaign statistics 

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Skills & Abilities

• Excellent attention to detail.

• Excellent time management skills with a proven ability to meet deadlines.

• Highly efficient, technically savvy, and willing to learn and figure things out independently.

• Quickly understands and gets comfortable with the businesses.

• Takes ownership and pride in their work.

• Experience working in an entrepreneurial environment is preferred.

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Requirements

• Must have experience using InfusionSoft.

• Access to a computer and reliable internet connection.

• Distraction-free work environment.

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You are NOT the right fit if:

• If you’re not very responsive and usually take more than 24 hours to respond (excluding weekends, holidays, and planned vacations).

• Unable to manage your time.

• Unable to work independently and need to be micromanaged.

• Do not like to be 100% behind the scenes of a business.

• Have too many clients on your roster to fully support an additional client.