Marketing Generalist & Automations Specialist | Full-Time | Remote | $8+/hr

Marketing Generalist & Automations Specialist | Full-Time | Remote | $8+/hr
Location: Remote, Philippines-based only
Schedule: Full-Time
Work Hours: Must have strong overlap with Pacific Time business hours
Compensation: $8+ USD/hour depending on experience, work samples, and strength of relevant experience
Type: Long-Term | Full-Time

About the Role
We are looking for an experienced Marketing & Automations Specialist to support a U.S.-based tax services and tax resolution company.

This is not a basic social media VA or admin role. We need a hands-on digital marketer who can manage CRM workflows, email campaigns, SMS follow-ups, funnels, landing pages, content, social media, reporting, and AI-supported marketing tasks.

The preferred candidate has worked in a similar tax, tax resolution, accounting, financial services, legal, or professional services marketing environment. Experience marketing tax-related services is strongly preferred because the content must be accurate, credible, and responsible.

The ideal candidate has 5+ consecutive years of recent digital marketing experience and can work independently with minimal training.

A major initial focus will be helping us market ---------- through educational social media content, lead magnets, and automated follow-up campaigns.

What You’ll Do
CRM & Automation
Build and manage CRM workflows and lead-nurture sequences
Create automated follow-up campaigns based on lead source, interest, or status
Help with segmentation, tagging, lists, pipeline stages, and campaign tracking
Monitor automations and troubleshoot issues
Document processes and create simple SOPs

Email & SMS Marketing
Write, build, schedule, and track email campaigns
Create nurture and reactivation campaigns for leads and past clients
Draft SMS follow-up, reminder, and reactivation messages
Coordinate email , SMS, and CRM follow-up
Track opens, clicks, replies, appointments, and conversions

Funnels & Landing Pages
Help build or improve landing pages, forms, thank-you pages, and booking pages
Create or support lead magnets such as guides, checklists, webinars, assessments, or calculators
Improve headlines, calls to action, page structure, and conversion flow
Identify where leads are dropping off in the funnel

Social Media & Content
Create a practical content calendar for ----------
Research common taxpayer questions, fears, objections, and misconceptions
Write posts, captions, carousels, FAQs, and short-form video scripts
Create or coordinate basic branded graphics and short-form videos
Repurpose long-form content into social media, email s, and lead magnets
Schedule and publish content consistently

Because this is a tax-related brand, content must be accurate, credible, and responsible. We do not want exaggerated claims, unrealistic promises, or careless AI-generated content.

AI & Reporting
Use AI tools to support content, campaigns, research, email variations, video scripts, funnel planning, and SOPs
Review, edit, fact-check, and improve AI-generated content
Maintain a simple marketing scorecard
Provide weekly updates on work completed, results, obstacles, and next steps

Required Experience
5+ consecutive years of recent hands-on digital marketing experience
Experience with CRM systems and marketing automation
Experience creating email campaigns
Experience with SMS marketing or automated text follow-up
Experience with landing pages, lead magnets, and funnels
Experience creating social media content for a business or brand
Strong copywriting skills
Professional experience using AI tools
Canva or similar design tool experience
Basic short-form video editing or coordination experience
Strong written and spoken English
Strong organization and project management skills
Ability to work independently and manage multiple deadlines

Strongly Preferred Experience
Experience marketing for a tax, tax resolution, accounting, bookkeeping, financial services, legal, or professional services company
Experience creating educational content for sensitive or regulated topics
Experience writing content that is accurate, credible, and conversion-focused
Experience marketing consultation-based services
Experience with lead generation for service-based businesses

Preferred Tools

Experience with any of the following is a plus:

Zoho CRM
GoHighLevel
HubSpot
ActiveCampaign
Mailchimp
Klaviyo
WordPress
Zapier
Make
Canva
CapCut
ChatGPT
Claude
Gemini
Asana, ClickUp, Trello, ---------- , or Notion

What We’re Looking For

We are looking for someone who is:

Experienced and current in digital marketing
Familiar with tax, financial, accounting, legal, or professional services marketing
Proactive and resourceful
Strong with marketing automation
Creative but business-minded
Organized and detail-oriented
Comfortable using AI responsibly
Able to work independently without needing every step explained
Careful with sensitive business and customer information

To Apply

Please send:

1. A viewable link to your updated resume
2. Samples of your marketing work, such as email campaigns, social posts, landing pages, funnels, lead magnets, automations, or reports
3. A short paragraph confirming how many consecutive years you have worked in digital marketing
4. A short paragraph describing your experience with CRM automation, email , SMS, funnels, social media, and AI tools
5. A short paragraph describing any experience you have marketing tax, tax resolution, accounting, financial, legal, or professional services
6. A list of marketing tools you have used
7. One example of a marketing project you personally took from idea to execution

Subject Line: Marketing & Automations Specialist – [Your Full Name]

We are looking for an experienced, AI-forward marketer with strong automation skills and preferred experience in tax-related or professional services marketing.