Job Description

Marketing Specialist: AI and Automations

Type: Full-Time, Long-Term, Remote

Location: Remote, Philippines-Based Candidates ONLY

Work Hours: 8am-5pm PST

Compensation: $8-12/hr, depending on experience, work samples, and strength of relevant experience

About CascadEffects

CascadEffects is a fractional operations, industry recruitment, and virtual assistant service company that partners with growing businesses to build out their teams, systems, and go-to-market execution. This search is being run on behalf of a U.S.-based tax services and tax resolution client. CascadEffects handles sourcing, screening, and initial interviews before presenting finalists directly to the client. Please submit all application materials through CascadEffects as instructed.

About the Role

This is not a basic social media VA or admin role, and it is not narrow execution-only. You will report directly to the client's CEO as their sole marketing hire, with full ownership of strategy and execution, not just task completion. As the business grows, this role may expand to lead additional marketing hires.

We need someone who can manage CRM workflows, email campaigns, SMS follow-ups, funnels, landing pages, paid media, content, social media, reporting, and AI-supported marketing tasks, and who is comfortable being handed a goal rather than a fully scoped task list. We prefer a candidate who has worked in a similar tax, tax resolution, accounting, financial services, legal, or professional services marketing environment, because the content must be accurate, credible, and responsible.

Our ideal candidate has 5+ consecutive years of recent digital marketing experience and can work independently with minimal training.

A major initial focus will be helping market the client's tax resolution brand, currently a downloadable guide paired with a reformatted IRS transcript analysis, sold as a lower-cost alternative for people who cannot afford full-service tax resolution. It has little to no social media presence today. The client is also actively exploring evolving into a full AI-powered, self-service tool rather than a static download, and this role will be involved in shaping how the product is positioned and marketed as it evolves, not only in producing content for the current version.

CRM Context

The client's CRM (Zoho) has existing workflows and dashboards that have not been actively maintained or optimized in some time. A key first responsibility will be a full audit to identify what is working, what is broken, and what needs to be rebuilt.

What You Will Do

CRM & Automation

Audit and rebuild CRM workflows and lead-nurture sequences as needed
Create automated follow-up campaigns based on lead source, interest, or status
Own segmentation, tagging, lists, pipeline stages, and campaign tracking
Monitor automations and troubleshoot issues
Document processes and create simple SOPs

Email & SMS Marketing

Write, build, schedule, and track email campaigns
Create nurture and reactivation campaigns for leads and past clients, including recovering prospects who dropped out mid-consultation
Draft SMS follow-up, reminder, and reactivation messages
Coordinate email, SMS, and CRM follow-up
Track opens, clicks, replies, appointments, and conversions

Paid Media

Take ownership of existing paid campaigns (currently Meta Ads, managed by an outside contractor being transitioned out) and identify what to keep, cut, or test
Test and evaluate new channels and platforms as opportunities arise
Manage budget pacing against a clear return threshold, scaling what performs and cutting what doesn't

Funnels & Landing Pages

Own landing page performance, from structure through conversion optimization
Create or support lead magnets such as guides, checklists, webinars, assessments, or calculators
Improve headlines, calls to action, page structure, and conversion flow
Identify where leads are dropping off in the funnel and fix it

Social Media & Content

Build our social media presence and content calendar from the ground up
Research common taxpayer questions, fears, objections, and misconceptions
Write posts, captions, carousels, FAQs, and short-form video scripts
Create or coordinate basic branded graphics and short-form videos
Repurpose long-form content into social media, emails, and lead magnets
Schedule and publish content consistently

AI & Reporting

Use AI tools to support content, campaigns, research, email variations, video scripts, funnel planning, and SOPs
Review, edit, fact-check, and improve AI-generated content before it goes live
Maintain a simple marketing scorecard
Provide weekly updates on work completed, results, obstacles, and next steps

First 90 days

Days 1-30: Full audit of CRM, marketing assets, and current campaigns. Establish clean, reliable reporting.
Days 30-60: Take over and optimize existing paid campaigns. Begin testing new channels and platforms.
Days 60-90: Scale what's working, cut what isn't, based on real performance data, and present a recommended path forward.

Required Experience

5+ consecutive years of recent, hands-on digital marketing experience
A proven track record with recent, measurable results
Experience with CRM systems and marketing automation
Experience creating email campaigns
Hands-on cold email and SMS marketing experience
Experience with landing pages, lead magnets, and funnels
Experience creating social media content for a business or brand, ideally including building a presence from zero
Strong copywriting skills
Specific expertise in AI funnel design and optimization: building AI-driven marketing/sales workflows, not just using AI to draft content
Canva or similar design tool experience
Basic short-form video editing or coordination experience
Strong written and spoken English
Strong organization and project management skills
Ability to work independently, take ownership of ambiguous goals, and manage multiple deadlines without close supervision
Demonstrated success in lead generation strategies

Strongly Preferred Experience

Experience marketing for a tax, tax resolution, accounting, bookkeeping, financial services, legal, or professional services company
Experience creating educational content for sensitive or regulated topics
Experience writing content that is accurate, credible, and conversion-focused
Experience marketing consultation-based services
Experience with lead generation for service-based businesses
Experience with paid media management and ROAS-driven budget decisions
Experience with Zoho CRM, GoHighLevel, HubSpot, ActiveCampaign, Mailchimp, Klaviyo, WordPress, Zapier, Make, Canva, CapCut, ChatGPT, Claude, Gemini, Asana, ClickUp, Trello, Monday.com, or Notion

We are looking for someone who is:

Experienced and current in digital marketing
Familiar with tax, financial, accounting, legal, or professional services marketing
Proactive and resourceful, comfortable identifying opportunities without being told
Strong with marketing automation
Creative but business-minded
Organized and detail-oriented
Comfortable using AI responsibly
Able to work independently without needing every step explained
Careful with sensitive business and customer information
Reliable and responsive; this role reports directly to the CEO with no team layer in between

To Apply:

Please submit the following to [Confidential Information] with the subject Subject Line: Marketing Manager– [Your Full Name]

1. A viewable link to your updated resume

2. Your desired hourly wage in USD (note: we are hiring at $8-11/hour)

3. Your portfolio/samples of your marketing work, such as:

Email campaigns

Social media posts

Landing pages or funnels

Lead magnets

CRM workflows or automations

Reports or campaign results

4. A short paragraph describing your experience with: