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

About this role

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…