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Closing Date: June 1, 2020

Position Overview:

We’re in the business of producing impactful digital courses to empower and teach online business owners how to grow and scale their business. Your job as the resident Infusionsoft (Keap) Specialist would be to make the most of our CRM features and help take our ideas and strategies and implement them on a technical level. 

Our ideal Infusionsoft (Keap) Specialist can help build and manage campaigns and is a total technology whiz who loves using relational data skills to drive results!

This is an incredible opportunity for an expert in automation with a deep knowledge of Infusionsoft (Keap) to help optimize our email communications with both students and subscribers.

We’re looking for someone with a passion for utilizing technology to drive outcomes, understands CRM best practices, is extremely detail oriented, works well independently and as a team and is an excellent communicator. 

As a company that teaches online marketing, it’s essential that we’re at the top of our game when it comes to ensuring we’re making the most of our CRM system. For you that would mean optimizing our current systems, making informed recommendations, developing an organized tagging strategy, and using your expertise to help us better understand the data inside of Infusionsoft (Keap). 

If you are passionate about changing the world through online course creation, comfortable with technology, have a knack for sharing your expertise with others, and are obsessed with process documentation, this is the ideal position for you. 

This is a remote position. You’ll report directly to our Chief Marketing Officer but will work closely with other key team members in areas of fulfillment as well as marketing.

We’re not your average company — we always make sure our team members have plenty of freedom and flexibility to live their best lives, recharge, and have fun (major perks of working as a remote team!)

That said, the online marketing world doesn’t take breaks — that’s why we need our team members to be flexible too. The tasks required in this role typically fit into an 8-6pm (pacific) schedule but during product launches and busy seasons, we tend to tap into hours outside that range.  

Our dream Infusionsoft (Keap) Specialist is open to finding their own rhythm that serves their life while aligning with the guiding principle of “until the job is done”.  We’re looking for a full-time team member who’s dedicated to serving as our resident CRM expert. 

Duties and Responsibilities:

The Infusionsoft (Keap) Specialist will work closely with the Marketing Project Manager, Customer Support, and other key members of the team to ensure smooth operation of our CRM program.

This position requires a strong attention to detail and the ability to follow through on multiple tasks. The ideal candidate for this role is a BIG fan of testing their work. This means that they take immense pride in making sure that no one identifies an issue before they do!

Some of your responsibilities will include…

  • Manage our marketing automation platform and customer relationship management (Infusionsoft) and ensure correct communication with connected systems
  • Integrate 3rd party tools and technologies (PlusThis, Easy Webinar, Demio, Kajabi, Zapier, Spiffy, etc.) so that they seamlessly integrate into streamlined campaigns.
  • Create campaign execution and project management documents that provide detailed overview of systems integration, steps and timing.
  • Conduct thorough testing and assure quality assurance of new and existing campaigns.
  • Setup and schedule reporting across all campaigns and all platforms to monitor campaign performance and results
  • Employ data management and data cleanse best practices to ensure data integrity.
  • Order Form creation
  • Collaborate with web developer
  • Support internal teams by troubleshooting any errors that are reported by team members.
  • Evaluate emerging technologies and provide perspective for adoption where appropriate
  • Evergreen Funnel Creation and Optimization
  • Creating organized and strategic tagging strategies 
  • Lead magnet integration 
  • Seamless product delivery (from a technical perspective)
  • Continuously improving CRM structures and internal processes
  • Creating detailed reports based on specific campaigns 
  • Continuously bringing areas where there’s room for improvement to the appropriate team’s attention 

Skills and Abilities:

The ideal candidate possesses the following strengths and skills:

  • 2+ years experience in the world of digital marketing and launches
  • Relational database management experience with strong analytical skills and the ability to manipulate large data sets and apply complex logic on multiple processes.
  • Senior-level experience (equivalent to 3+ years) in Infusionsoft (Keap) operations, database marketing, list generation, campaign management, testing and reporting, automation/segmentation/digital marketing.
  • Campaign automation deployment for marketing as well as billing/finance needs.
  • Exceptional understanding of tagging strategy and development
  • Familiarity with Kajabi and Zapier a plus
  • Familiarity with Quality Assurance (QA) protocols and ownership of QA sign off for deliverables
  • The ideal candidate will have experience with CAN-SPAM/CASL/GDPR anti-spam laws.
  • WordPress, HTML, CSS, Javascript is a plus.

Application Instructions:

If you’d like to be considered for this role please submit the following via email to [email protected]:

  1. Cover letter and PDF of your resume
  2. Myers-Briggs Personality Type
  3. A 3-minute video introduction (We will not review videos longer than 3 minutes).
  4. StrengthsFinder Top–5 Strengths Report (optional)
  5. Kolbe A Index Assessment (optional)
  6. Answer the following questions:
      1. Why do you want to work with us?
      2. Tell us about a project you worked on inside of Infusionsoft (Keap) and the impact it had on the business.
      3. How did you hear about this opportunity? 

If you have extensive experience in marketing, a total people person, and you love working with a team that’s making a difference in the world, this might just be the opportunity you’ve been looking for. 

Although we permit “side gigs” / work outside this role, it must not compete or overlap with the work we do, or interfere with your role and responsibilities within the team. Any consulting, coaching or side gigs related to marketing, business building or entrepreneurship are not permitted. This allows us to project a united front, show that we are in this together as one business, and have the greatest possible impact.

If you want to step into a role with a great opportunity, enjoy knowing all the details and have an entrepreneurial spirit, this just might be the role for you!

Want to learn a little bit more about us? Keep reading!

What We Do:

We empower entrepreneurs to build profitable online businesses that bring creative, professional and personal freedom.

In everything we do, we aim to inspire confidence and action. Our signature service is helping budding entrepreneurs break free in the areas of business that were once holding them back into new levels of joy and fulfillment. We give these entrepreneurs tangible proof that small actions every day will ultimately build a business worth creating and a life guided by their own design.

We lead a fun-loving culture and a dedicated team that is committed to excellence. We always find the upside to any situation and maintain the strength and flexibility to change course as our business evolves. 

Meet Amy

You might know Amy Porterfield from her top-rated “Online Marketing Made Easy” podcast, or from the courses and webinars she offers to help entrepreneurs build their business through social media and online marketing strategies. To learn more about our fearless leader, check out the details here.

Our Values

Our team is ambitious (always striving for excellence), hungry (competitive to the core; always wanting to be at the top) and enthusiastic (always excited about the work we are doing.)

We do whatever it takes to get the job done.

→ “That’s not my job” is not part of our vocabulary.

→ Since we are a small, but mighty team, we jump in where needed and are not afraid to get our hands dirty in the details.

→ We do whatever it takes to do the best we can in our specific roles.

When it comes to our customers and community, we lead with compassion.

→ We understand that everyone is doing the very best they can in the moment.

→ We subscribe to the belief that everyone we connect with is fighting their own battle we know nothing about.

→ We believe that compassion and kindness are exactly what they need to keep moving forward.

We are all coachable.

→ We are willing to make mistakes, learn from them quickly and continue to grow.

→ We put down our defenses, take a moment to process, take the feedback and run with it.

We each take complete ownership of our roles.

→ Never will you see us pass off our job or project to someone else.

→ Although we know we can always ask for help, we keep our own monkeys.

→ We each feel extreme pride in the work we are doing and we own our projects like a boss.

We are resourceful to the core. You will never hear us say it can’t be done. We will find a way.

→ We are creative, strategic and thoughtful in our actions. We believe there is always a way to make it work and we will do the digging to figure it out.

→ We don’t expect others on the team to tell us what to do or how to do it. We always help each other out when needed, but ultimately, when needed, we do the work to figure things out.

We laugh . . . a lot.

→ We genuinely like working with each other, so finding the fun in the moment, even when things are tough, it is just part of our culture. 

Team Porterfield Perks:

Did we forget to mention all of the Team Porterfield perks? We're fast-paced and rapidly growing. Our small but mighty team is full of talented and motivated individuals who enjoy coming into work. But these awesome perks help just a little too:

The Benefits:
  • Competitive compensation, bonus potential and flexible-time-off, along with ample company paid holidays
  • Health Insurance
  • Generous 401K Program
  • Never working on your birthday again! Hit the beach or the spa, we don’t care what you do, just don’t come to work!
The Team:
  • What can we say? We really like each other! From team building events and happy hours to annual team trips, we like to work hard and play hard!
  • Plus you’ll be workin’ for boss lady Amy Porterfield! (Did you know she was nominated for Forbes’ Top Social Media Influencer?)  
The Culture:
  • Forget the traditional corporate culture. Amy left that behind years ago for a reason and has created something entirely different! Have a question? Have an emergency? Having a bad day? At Team Porterfield we’re all family and here to support you however we can! 
The Development:
  • Something you’ve always wanted to learn? We offer annual professional and personal development opportunities and you get to choose!
  • While still taking care of business we like to take care of our community too! Whether it’s participating in the office food drive or Amy’s annual charitable bonus, giving back is important to Team Porterfield!

Application Instructions:

If you’d like to be considered for this role please submit the following via email to [email protected]:

  1. Cover letter and PDF of your resume
  2. Myers-Briggs Personality Type
  3. A 3-minute video introduction (We will not review videos longer than 3 minutes).
  4. StrengthsFinder Top–5 Strengths Report (optional)
  5. Kolbe A Index Assessment (optional)
  6. Answer the following questions:
      1. Why do you want to work with us?
      2. Tell us about a project you worked on inside of Infusionsoft (Keap) and the impact it had on the business.
      3. How did you hear about this opportunity?