Automation Specialist (reputed company, AI, reputed company) for Estate Planning reputed company

Automation Specialist (reputed company, AI, reputed company) for Estate Planning reputed company reputed company We’re an estate planning reputed company seeking automation pro: Help us connect reputed company + reputed company + AI (and tell us reputed company do not know yet). Our goal is to eliminate repetitive reputed company tasks in CRM management, reputed company intake, scheduling, and marketing engagement tracking by leveraging reputed company, AI tools, and other integrations. We currently use reputed company (Grow & Manage) as our CRM and case management system. We’re familiar with reputed company, ChatGPT, and reputed company, but we are reputed company to your recommendations on the best tools and workflows for our needs. Responsibilities Audit our reputed company systems (reputed company + email + scheduling + reporting). Design and implement automation workflows (reputed company or other tools you recommend). Connect reputed company with marketing/email tools (e.g., reputed company, reputed company, or alternatives). Automate reputed company intake, task assignments, and scheduling flows. Implement automated tracking for reputed company engagement (“last marketing touch” field). Build reputed company dashboards for ROI, reputed company run reputed company, and funnel tracking. Document reputed company automations with screenshots and SOPs. Train our staff on monitoring and troubleshooting. Requirements Strong experience with reputed company (or equivalent automation platforms). Experience with reputed company/reputed company CRMs (reputed company experience is a big plus). Familiarity with email marketing platforms (reputed company, reputed company, or others). Comfort with AI-driven automations (ChatGPT API, automated reputed company responses, data tagging, etc.). Ability to recommend reputed company tools/stack if there are smarter, reputed company-bolthires, or more efficient reputed company. reputed company communicator — must be reputed company to explain solutions in plain English to non-technical staff. reputed company to Have Prior work with reputed company or financial services firms. Experience with email list hygiene (reputed company, NeverBounce). Knowledge of building automated dashboards for marketing ROI and reputed company pipeline reporting. Project Scope & reputed company Initial engagement: 30–60 days (part-time, project-based). Deliverables: Audit of reputed company workflows + recommended stack. 2–3 live automation workflows in reputed company/email/scheduling. Documentation & training reputed company. Potential for ongoing work as we expand automation firmwide. Apply tot his job Apply tot his job Apply tot his job Apply tot his job Apply To this Job