Description
Summary Seeking a marketing automation specialist who can build and run the automation connecting our CRM, outreach tools, and website/social traffic into triggered campaigns — and who can work inside our existing stack while also telling us when a different tool would get us a better result. This is a build-once, reuse-often engagement. RMST is the first product; we expect to launch more product lines on the same systems. We want workflows, naming conventions, and integrations built so the next launch is a clone-and-adjust job, not a rebuild. Systems You’ll Work In • Zoho / custom CRM — connected via API. You’ll need to be comfortable reading and extending API connections, not just using a CRM’s native UI. • SmartLead.AI (or equivalent outreach/sequencing tool) — for automated outreach campaigns. • Clay — for data enrichment and building automated lead/prospect workflows. • AI platforms (LLM-based tools, AI agents/copilots for content or workflow automation) — comfort integrating these into a marketing stack, not just prompting them manually. • Databases — whatever sits behind the CRM/outreach layer; you should be able to query, map, and troubleshoot data flow between systems, not just trust the UI. If you have strong opinions on a better tool for a specific job (a different ESP, a different enrichment provider, a better AI orchestration layer), we want to hear it — but you also need to be able to execute inside what we already have while that conversation happens. What You’ll Actually Do (Task List) Connect the systems • Build and maintain the API connection between our Zoho/custom CRM and downstream tools (SmartLead.AI, Clay, database layer). • Map data fields across systems so a lead/customer record stays consistent everywhere it lives. • Troubleshoot broken syncs before they cause a missed campaign trigger or a bad attribution record. Build trigger-based campaigns • Set up automation that triggers outreach/nurture campaigns off three entry points: • Customer events — purchase, install opt-in, subscription trial start/expiration. • Outreach responses — replies, opens, clicks captured in SmartLead.AI feeding back into CRM status changes. • Website/social traffic — form fills, landing page visits, social ad engagement routed into CRM as new/updated leads. • Configure lead scoring or segmentation in Clay/CRM so campaigns fire on the right audience, not everyone. • Build and QA the actual campaign sequences (email/outreach copy handoff from us or a copywriter — you own the automation logic and triggers). Attribution & reporting • Maintain the reftag/attribution pipeline that ties an amazon.com sale back to the rep and campaign that sourced it. • Build a reporting view (dashboard or scheduled report) covering: campaign-triggered conversions, subscription attach rate, funnel drop-off points, and data-sync health. • Flag attribution or sync failures proactively — a broken link here costs a rep their commission. Documentation & reuse • Document every workflow (trigger logic, field mappings, campaign structure) so it can be cloned for the next product line. • Recommend where a different tool or integration pattern would scale better as we add product lines — with a clear cost/effort tradeoff, not just a preference. Requirements • Hands-on experience connecting a CRM (Zoho or similar) to outreach/enrichment tools via API — not just using pre-built native integrations. • Direct experience with SmartLead.AI or a comparable cold outreach/sequencing platform. • Experience with Clay or a comparable data enrichment/workflow tool. • Comfortable working with AI platforms/tools as part of a marketing stack (content generation, lead scoring, workflow agents). • Can read/query a database well enough to troubleshoot a data mapping issue without escalating every time. • Can build trigger-based (event-driven) campaigns — not just static email blasts. Nice to Haves • Experience with e-commerce attribution (Amazon Attribution/reftag or similar). • Experience with subscription-attach or hardware-plus-subscription business models. • Comfortable recommending tool changes with a clear rationale, while still executing well inside an existing stack. • Exposure to Slack, Microsoft 365, Asana, or ZoomInfo (our internal collaboration/ops tools) — not required, but a plus for day-to-day coordination. Scope & Deliverables (Phase 1) 1. Audit current CRM-to-outreach-to-database data flow; document gaps and propose fixes. 2. Stand up API connections between Zoho/custom CRM, SmartLead.AI, and Clay. 3. Build trigger logic for the three entry points (customer event, outreach response, website/social traffic). 4. Deliver a working reporting view tied to the KPIs above. 5. Deliver documentation and a reusable workflow template for the next product launch. How to Apply In your proposal, please include: • A specific example of connecting a CRM to an outreach or enrichment tool via API (what you built, what broke, how you fixed it). • Your experience with SmartLead.AI, Clay, or direct equivalents — if you haven’t used these exact tools, tell us what you have used and how it compares. • One example where you recommended a different tool than what a client was using, and how that was received. • Your availability and preferred engagement structure (hourly vs. milestone-based).