Are you passionate about harnessing the power of automation and in-depth reporting to transform marketing and operations processes? Do you excel in using NoCode or Low Code tools to extract and format data, creating insightful and meaningful reports that drive strategic decisions? Your role will not just be about troubleshooting and optimizing workflows but also about closely collaborating with teams to understand their data needs and crafting innovative solutions to fulfill them. If you have a knack for turning data into actionable insights and thrive in a dynamic environment, we welcome you to bring your expertise to our team as an Automation & Reporting Specialist.
Your core focus will be on leveraging advanced NoCode or Low Code tools to extract vital data and format it in ways that provide clarity and actionable insights for our internal marketing and automation teams. You will be the key player in understanding the specific data points needed by different teams and then adeptly creating solutions to present this data effectively. Your role is crucial in bridging the gap between raw data and strategic decision-making, ensuring our teams are empowered with the right information at the right time. Join us in this exciting journey to redefine the landscape of marketing and automation through smart, data-driven solutions.
RESPONSIBILITIES
Troubleshoot and Resolve HighLevel (CRM) Issues:
- Identify and address any issues related to automation processes to ensure seamless functionality.
- Implement solutions to optimize and enhance existing automated workflows.
Audit and Simplify HighLevel (CRM):
- Conduct regular audits of automation processes to identify opportunities for simplification.
- Streamline and optimize processes within HighLevel (CRM) to boost efficiency.
Build and Maintain No-Code Automation Tools:
- Utilize platforms like HighLevel (CRM), Zapier, and others to develop and manage automated solutions.
- Rapidly deploy automated solutions for various marketing tasks.
Technical Issue Assistance:
- Provide support for technical challenges, including call timeouts and system-related issues.
- Collaborate with the team to troubleshoot and resolve technical hurdles promptly.
Resource Creation and Management:
- Develop and maintain documentation and guides for automated processes.
- Manage a queue of automation-related tasks and prioritize them effectively.
Guidance on Workflows:
- Offer expertise in designing streamlined workflows for maximum efficiency.
- Collaborate with team members to optimize processes and enhance productivity.
Account Access and Integration Support:
- Resolve issues related to account access and integration across platforms.
- Work collaboratively with different teams to address integration challenges.
REQUIREMENTS
- Proven experience in troubleshooting and optimizing automated processes, particularly in marketing environments.
- Proficiency in no-code automation tools like HighLevel (CRM), Zapier, Make.com, n8n.io, Google App Script, or similar platforms.
- Strong technical skills, capable of addressing and resolving system-related issues.
- Understanding of webhooks and api's and working with data warehouses such as Google BigQuery.
- Excellent organizational and prioritization abilities to manage automation tasks efficiently.
- Experience in creating and maintaining documentation for automated processes.
- Familiarity with AI chatbots and the ability to assess their applicability to marketing workflows.
- Exceptional communication and collaboration skills to work effectively with cross-functional teams.
Overall, the expected results for this role include a more efficient and streamlined marketing operation, improved collaboration among team members, enhanced documentation and resources, seamless integration across platforms, and innovative solutions leveraging AI technology. These outcomes will contribute to the overall success and growth of the organization in achieving its marketing objectives.
ABOUT HIP
At HIP, we don't have clients—we have partners. Everything we do is rooted in a collaborative mindset, where we grow together and succeed together. Our core values aren't just words on a slide; they're how we show up every day to make a difference for our partners, their teams, and their communities.
Bring Your Genius
What are you passionate about? What gets you in a flow state where work doesn't feel like work? Everyone here has something they're great at—a zone where they can bring energy, passion, and focus. That's your genius. It's not about just showing up; it's about showing up with purpose and using your unique talents to push us all forward.
Elevate Others
Success isn't about climbing the ladder alone. It's about lifting others up along the way. Whether it's mentoring a teammate, helping a partner's team crush their goals, or just stepping in to support someone, we're here to make sure everyone around us wins. Elevating others isn't just a nice idea—it's how we get better together.
Drive Value
It's not about just checking the boxes. It's about asking, is this actually working? Does this help our partners succeed? If something's not driving value, we rethink it. We're here to add real, measurable results—not fluff. And sometimes, that means going beyond the usual playbook to figure out what's best for this partner, right now.
Own It
This is simple: take responsibility. If you're in a role, own it. If something needs fixing, fix it. No passing the buck. We trust every person here to show up, take charge, and deliver. It's not about perfection; it's about stepping up and doing the work—together.
These aren't just ideas—they're what make us HIP. Let's live them out every single day.
Brand Promises
At HIP, these promises guide how we serve our partners every day. They reflect what we stand for and how we ensure meaningful impact.
We Are More Than Marketing
It's not just about running ads or generating leads. That's just the starting point. HIP goes deeper to help partners grow their practices, strengthen their teams, and build scalable systems. Marketing is only one piece of the puzzle. The bigger picture is about transforming practices for long-term success.
We Provide a Holistic Approach
Everything in a practice is interconnected—operations, team structure, marketing, and patient experience. HIP takes a step back to look at the full picture. It's not about quick fixes but about ensuring that every piece works together to create sustainable growth.
We Provide a White Glove Experience
HIP aims to deliver an elite level of service in every interaction. Whether it's a call, a meeting, or a solution, partners should feel valued and supported at every step. It's about creating an experience where partners know their success is always the priority.
We Go Beyond the Business
HIP is focused on building real relationships with partners. It's not just about numbers or transactions—it's about understanding their goals, challenges, and vision. When there's trust and connection, the partnership goes beyond just business. It creates a foundation for mutual success.
BENEFITS
- 401(k) matching
- Dental Insurance
- Health Insurance
- Vision Insurance
- Life Insurance
- PTO eligibility after 90 days of hire (10 vacation days the first year of service, unlimited PTO starting year two, flexible partial days, and sick/ personal days)
- Remote position
SCHEDULE
- 8-hour shift
- 8 am- 5 pm CST
- Monday to Friday
COMPENSATION
- $60,000- $80,000 Annual Salary (based on experience)
- Full-time W2 position for domestic candidates ONLY
