Keap/Infusionsoft Automation Specialist | CRM, Marketing Automation & AI Systems

Build Intelligent Customer Journeys That Scale Human Intelligence

About Human Intelligence

At Human Intelligence, we're building a future where artificial intelligence helps people better understand themselves, better understand each other, and ultimately create a happier, healthier, and more connected world.

We believe technology should remove friction, automate repetitive work, and create better human experiences.

Every customer journey.

Every campaign.

Every email.

Every automation.

Every CRM pipeline.

Every marketing sequence.

Every interaction.

They're all opportunities to create exceptional experiences through intelligent systems.

As we continue expanding globally, we're looking for an exceptional Keap/Infusionsoft Automation Specialist to help build and optimize one of the most sophisticated AI-first CRM ecosystems in our organization.

Why Top Performers Join Human Intelligence

This isn't a traditional CRM administration role.

You won't simply update contact records or send newsletters.

You'll become one of the technical specialists responsible for designing intelligent customer journeys that support marketing, sales, onboarding, education, customer success, partnerships, and business operations.

You'll work directly with Marketing, Operations, Sales, Customer Success, Executive Leadership, Product, Automation Specialists, and AI Engineers to build scalable systems that improve every stage of the customer lifecycle.

If you enjoy combining automation, customer psychology, technology, AI, and operational excellence, you'll thrive here.

Compensation Snapshot

Employment Type: Independent Contractor

Location: Fully Remote

Time Commitment: Full-Time

Monthly Base Compensation

USD $1,000–$1,500 per month, depending on your Keap/Infusionsoft expertise, automation capability, AI proficiency, systems thinking, and overall alignment with the role.

Performance Incentives

Monthly KPI and performance incentives based on automation quality, customer journey improvements, campaign performance, AI innovation, operational excellence, and measurable business outcomes.

The Opportunity

We're looking for someone who naturally thinks in customer journeys.

Someone who understands that great automation creates better customer experiences—not just fewer manual tasks.

You'll build sophisticated CRM systems using Keap (formerly Infusionsoft), including campaigns, automation sequences, lead nurturing, customer onboarding, forms, landing pages, opportunity pipelines, reporting dashboards, integrations, and AI-powered workflows.

This is an AI-first technical role.

You'll actively use AI throughout planning, workflow design, documentation, QA, troubleshooting, optimization, and continuous improvement.

Why This Role Matters

Every customer interaction matters.

The systems you build will directly influence:

• Lead generation
• Customer onboarding
• Marketing performance
• Sales conversion
• Customer retention
• Operational efficiency
• Business scalability
• Customer satisfaction

Your work will become part of the operational foundation powering Human Intelligence's growth.

About the Role

As our Keap/Infusionsoft Automation Specialist, you'll design, build, optimize, test, document, and continually improve CRM workflows and marketing automation systems across multiple products and brands.

You'll work closely with Marketing, Sales, Operations, Customer Success, Product, Executive Leadership, and Automation Specialists to ensure every customer journey is intelligent, scalable, and continuously improving.

This role requires someone who is highly independent, proactive, technically capable, and comfortable taking ownership from planning through implementation.

What You'll Be Doing

Keap Development

Design and build:

• Marketing campaigns
• Automated customer journeys
• Email sequences
• Opportunity pipelines
• Lead nurturing systems
• Customer onboarding
• Forms
• Landing pages
• CRM automations
• Internal notifications
• Customer segmentation
• Reporting dashboards

CRM & Marketing Automation

• Improve lead management.
• Optimize campaign performance.
• Increase customer engagement.
• Reduce manual work.
• Improve lifecycle automation.
• Support business growth.

AI-First Automation

Leverage AI to improve:

• Workflow architecture
• Campaign planning
• Documentation
• QA
• Testing
• Troubleshooting
• Customer journey mapping
• Reporting
• Process optimization
• Knowledge management

Platform Optimization

• Improve CRM architecture.
• Maintain campaign quality.
• Optimize automation performance.
• Improve reporting accuracy.
• Reduce technical debt.
• Strengthen platform scalability.

Cross-Functional Collaboration

Partner closely with:

• Marketing
• Sales
• Operations
• Customer Success
• Product
• Executive Leadership
• Automation Specialists
• Designers

to deliver exceptional customer experiences.

Continuous Improvement

• Improve CRM performance.
• Increase automation maturity.
• Strengthen customer journeys.
• Improve documentation.
• Reduce operational complexity.
• Continuously improve every campaign and workflow.

Our Culture

At Human Intelligence, automation is about creating exceptional customer experiences.

Technology should simplify complexity.

AI should strengthen human capability.

Every system should help people—not frustrate them.

AI-First CRM Development

Artificial intelligence is embedded throughout our CRM operations.

We expect every Keap/Infusionsoft Automation Specialist to actively leverage AI to improve:

• Campaign planning
• Workflow architecture
• Documentation
• QA
• Technical troubleshooting
• Reporting
• Customer segmentation
• Optimization
• Knowledge management
• Continuous improvement

Human-First Systems

Behind every automation is a real person.

Every workflow should feel thoughtful.

Every communication should feel personal.

Every customer journey should build trust.

Technology should create more meaningful human experiences—not less.

Ownership

We hire builders.

If you identify a better campaign...

Build it.

If you discover a workflow improvement...

Implement it.

If AI can improve a customer journey...

Lead the initiative.

High Standards

Every automation should be:

• Thoroughly tested
• AI quality assured
• Human validated
• Clearly documented
• Reliable
• Scalable
• Easy to maintain

Attention to detail is one of the most important qualities for success in this role.

Continuous Learning

Keap evolves.

AI evolves.

Marketing evolves.

Customer expectations evolve.

We're looking for someone who genuinely enjoys learning, experimenting, improving systems, and staying ahead of emerging technologies.

Build Intelligent Customer Journeys That Scale Human IntelligenceAbout Human IntelligenceAt Human Intelligence, we're building a future where artificial intelligence helps people better understand themselves, better understand each other, and ultim...

Required Qualifications

We're looking for an exceptional automation specialist who combines technical expertise with customer-centric thinking.

You should have:

• 3+ years of hands-on Keap (formerly Infusionsoft) experience.
• Experience building advanced marketing automation campaigns.
• Strong understanding of CRM systems and customer lifecycle marketing.
• Experience creating email campaigns, forms, landing pages, and automation sequences.
• Strong troubleshooting capability.
• Excellent written and verbal English communication skills.
• Outstanding organizational capability.
• Exceptional attention to detail.
• Ability to work independently within a fully remote environment.

AI-First Automation Experience

We're specifically looking for professionals who actively embrace AI.

Experience using AI for:

• Campaign planning
• Workflow architecture
• Documentation
• QA
• Reporting
• Customer segmentation
• Marketing optimization
• Technical troubleshooting
• Prompt engineering
• Workflow improvement

will be highly regarded.

Experience using ChatGPT and modern AI productivity tools is expected.

Preferred Qualifications

Experience with any of the following will be highly regarded:

• Keap
• Infusionsoft
• Thryv
• WordPress
• API integrations
• Webhooks
• Zapier
• n8n
• Stripe
• CRM migration
• Marketing automation
• AI Agents
• SaaS
• HealthTech
• Education platforms

What Success Looks Like

You'll be successful if you consistently:

• Build reliable CRM systems.
• Deliver exceptional automation quality.
• Improve customer journeys.
• Increase campaign performance.
• Reduce manual work.
• Leverage AI to improve speed and quality.
• Produce outstanding technical documentation.
• Deliver projects requiring minimal revisions.
• Continuously improve CRM performance.

You'll Thrive Here If You...

• You genuinely enjoy building intelligent systems.
• You naturally think in customer journeys.
• You embrace AI as part of your daily workflow.
• You proactively improve processes.
• You solve problems independently.
• You communicate professionally.
• You have exceptional attention to detail.
• You're highly organized.
• You enjoy learning emerging technologies.
• You're motivated by building systems that genuinely improve people's lives.

Build Intelligent Customer Journeys That Scale Human Intelligence

About Human Intelligence

At Human Intelligence, we're building a future where artificial intelligence helps people better understand themselves, better understand each other, and ultimately create a happier, healthier, and more connected world.

We believe technology should remove friction, automate repetitive work, and create better human experiences.

Every customer journey.

Every campaign.

Every email.

Every automation.

Every CRM pipeline.

Every marketing sequence.

Every interaction.

They're all opportunities to create exceptional experiences through intelligent systems.

As we continue expanding globally, we're looking for an exceptional Keap/Infusionsoft Automation Specialist to help build and optimize one of the most sophisticated AI-first CRM ecosystems in our organization.

Why Top Performers Join Human Intelligence

This isn't a traditional CRM administration role.

You won't simply update contact records or send newsletters.

You'll become one of the technical specialists responsible for designing intelligent customer journeys that support marketing, sales, onboarding, education, customer success, partnerships, and business operations.

You'll work directly with Marketing, Operations, Sales, Customer Success, Executive Leadership, Product, Automation Specialists, and AI Engineers to build scalable systems that improve every stage of the customer lifecycle.

If you enjoy combining automation, customer psychology, technology, AI, and operational excellence, you'll thrive here.

Compensation Snapshot

Employment Type: Independent Contractor

Location: Fully Remote

Time Commitment: Full-Time

Monthly Base Compensation

USD $1,000–$1,500 per month, depending on your Keap/Infusionsoft expertise, automation capability, AI proficiency, systems thinking, and overall alignment with the role.

Performance Incentives

Monthly KPI and performance incentives based on automation quality, customer journey improvements, campaign performance, AI innovation, operational excellence, and measurable business outcomes.

The Opportunity

We're looking for someone who naturally thinks in customer journeys.

Someone who understands that great automation creates better customer experiences—not just fewer manual tasks.

You'll build sophisticated CRM systems using Keap (formerly Infusionsoft), including campaigns, automation sequences, lead nurturing, customer onboarding, forms, landing pages, opportunity pipelines, reporting dashboards, integrations, and AI-powered workflows.

This is an AI-first technical role.

You'll actively use AI throughout planning, workflow design, documentation, QA, troubleshooting, optimization, and continuous improvement.

Why This Role Matters

Every customer interaction matters.

The systems you build will directly influence:

• Lead generation
• Customer onboarding
• Marketing performance
• Sales conversion
• Customer retention
• Operational efficiency
• Business scalability
• Customer satisfaction

Your work will become part of the operational foundation powering Human Intelligence's growth.

About the Role

As our Keap/Infusionsoft Automation Specialist, you'll design, build, optimize, test, document, and continually improve CRM workflows and marketing automation systems across multiple products and brands.

You'll work closely with Marketing, Sales, Operations, Customer Success, Product, Executive Leadership, and Automation Specialists to ensure every customer journey is intelligent, scalable, and continuously improving.

This role requires someone who is highly independent, proactive, technically capable, and comfortable taking ownership from planning through implementation.

What You'll Be Doing

Keap Development

Design and build:

• Marketing campaigns
• Automated customer journeys
• Email sequences
• Opportunity pipelines
• Lead nurturing systems
• Customer onboarding
• Forms
• Landing pages
• CRM automations
• Internal notifications
• Customer segmentation
• Reporting dashboards

CRM & Marketing Automation

• Improve lead management.
• Optimize campaign performance.
• Increase customer engagement.
• Reduce manual work.
• Improve lifecycle automation.
• Support business growth.

AI-First Automation

Leverage AI to improve:

• Workflow architecture
• Campaign planning
• Documentation
• QA
• Testing
• Troubleshooting
• Customer journey mapping
• Reporting
• Process optimization
• Knowledge management

Platform Optimization

• Improve CRM architecture.
• Maintain campaign quality.
• Optimize automation performance.
• Improve reporting accuracy.
• Reduce technical debt.
• Strengthen platform scalability.

Cross-Functional Collaboration

Partner closely with:

• Marketing
• Sales
• Operations
• Customer Success
• Product
• Executive Leadership
• Automation Specialists
• Designers

to deliver exceptional customer experiences.

Continuous Improvement

• Improve CRM performance.
• Increase automation maturity.
• Strengthen customer journeys.
• Improve documentation.
• Reduce operational complexity.
• Continuously improve every campaign and workflow.

Our Culture

At Human Intelligence, automation is about creating exceptional customer experiences.

Technology should simplify complexity.

AI should strengthen human capability.

Every system should help people—not frustrate them.

AI-First CRM Development

Artificial intelligence is embedded throughout our CRM operations.

We expect every Keap/Infusionsoft Automation Specialist to actively leverage AI to improve:

• Campaign planning
• Workflow architecture
• Documentation
• QA
• Technical troubleshooting
• Reporting
• Customer segmentation
• Optimization
• Knowledge management
• Continuous improvement

Human-First Systems

Behind every automation is a real person.

Every workflow should feel thoughtful.

Every communication should feel personal.

Every customer journey should build trust.

Technology should create more meaningful human experiences—not less.

Ownership

We hire builders.

If you identify a better campaign...

Build it.

If you discover a workflow improvement...

Implement it.

If AI can improve a customer journey...

Lead the initiative.

High Standards

Every automation should be:

• Thoroughly tested
• AI quality assured
• Human validated
• Clearly documented
• Reliable
• Scalable
• Easy to maintain

Attention to detail is one of the most important qualities for success in this role.

Continuous Learning

Keap evolves.

AI evolves.

Marketing evolves.

Customer expectations evolve.

We're looking for someone who genuinely enjoys learning, experimenting, improving systems, and staying ahead of emerging technologies.

Build Intelligent Customer Journeys That Scale Human IntelligenceAbout Human IntelligenceAt Human Intelligence, we're building a future where artificial intelligence helps people better understand themselves, better understand each other, and ultim...

Required Qualifications

We're looking for an exceptional automation specialist who combines technical expertise with customer-centric thinking.

You should have:

• 3+ years of hands-on Keap (formerly Infusionsoft) experience.
• Experience building advanced marketing automation campaigns.
• Strong understanding of CRM systems and customer lifecycle marketing.
• Experience creating email campaigns, forms, landing pages, and automation sequences.
• Strong troubleshooting capability.
• Excellent written and verbal English communication skills.
• Outstanding organizational capability.
• Exceptional attention to detail.
• Ability to work independently within a fully remote environment.

AI-First Automation Experience

We're specifically looking for professionals who actively embrace AI.

Experience using AI for:

• Campaign planning
• Workflow architecture
• Documentation
• QA
• Reporting
• Customer segmentation
• Marketing optimization
• Technical troubleshooting
• Prompt engineering
• Workflow improvement

will be highly regarded.

Experience using ChatGPT and modern AI productivity tools is expected.

Preferred Qualifications

Experience with any of the following will be highly regarded:

• Keap
• Infusionsoft
• Thryv
• WordPress
• API integrations
• Webhooks
• Zapier
• n8n
• Stripe
• CRM migration
• Marketing automation
• AI Agents
• SaaS
• HealthTech
• Education platforms

What Success Looks Like

You'll be successful if you consistently:

• Build reliable CRM systems.
• Deliver exceptional automation quality.
• Improve customer journeys.
• Increase campaign performance.
• Reduce manual work.
• Leverage AI to improve speed and quality.
• Produce outstanding technical documentation.
• Deliver projects requiring minimal revisions.
• Continuously improve CRM performance.

You'll Thrive Here If You...

• You genuinely enjoy building intelligent systems.
• You naturally think in customer journeys.
• You embrace AI as part of your daily workflow.
• You proactively improve processes.
• You solve problems independently.
• You communicate professionally.
• You have exceptional attention to detail.
• You're highly organized.
• You enjoy learning emerging technologies.
• You're motivated by building systems that genuinely improve people's lives.