Marketing Operations & Automation Career | No Dig
No Dig Trenchless Marketing

CareersMarketing Operations & Automation Specialist

Marketing Operations & Automation Specialist

Build the systems that connect marketing, lead capture, follow-up, and reporting.

No Dig Trenchless Marketing is looking for a Marketing Operations & Automation Specialist who understands how CRM workflows, lead routing, automation, tracking, and operational systems fit together.

This is a remote role focused on helping U.S.-based service businesses manage leads more efficiently using LeadWise, GoHighLevel, CRM pipelines, and related tools.

About No Dig Trenchless Marketing

No Dig Trenchless Marketing is a specialized digital marketing agency serving:

  • Sewer repair companies
  • Drain cleaning companies
  • Trenchless contractors
  • Pipe lining businesses
  • Hydro jetting companies
  • Drainage contractors
  • Plumbing and drain companies
  • Septic companies

Our services include:

  • SEO
  • Google Business Profile management
  • Google Ads
  • Website design and development
  • Reputation management
  • AI search optimization
  • Lead generation
  • LeadWise and CRM automation

Marketing operations helps connect all of those channels to the systems that handle the lead after it comes in.

About the Role

The Marketing Operations & Automation Specialist will help build and maintain the systems used to capture, route, track, and follow up with leads.

You may work on:

  • LeadWise
  • GoHighLevel
  • CRM pipelines
  • Forms
  • Workflow automation
  • SMS
  • Email
  • Lead routing
  • Appointment reminders
  • Missed-call workflows
  • Estimate follow-up
  • Review requests
  • Lead source tracking
  • CRM cleanup
  • Reporting integrations
  • Troubleshooting

This role sits between marketing and operations.

The goal is to make sure opportunities do not get lost after marketing generates them.

What You'll Be Responsible For

LeadWise Setup

Configure and maintain LeadWise forms, workflows, fields, tags, and routing.

You may work on:

  • Contact forms
  • Estimate forms
  • Service request forms
  • Careers forms
  • Hidden fields
  • Source tracking
  • Form validation
  • Confirmation messages
  • Internal notifications

Every form should send the right information to the right place.

GoHighLevel / CRM Configuration

Build and maintain CRM structures around the client's sales process.

This may include:

  • Contact records
  • Custom fields
  • Opportunities
  • Pipelines
  • Tags
  • Stages
  • Tasks
  • Notes

The CRM should reflect how the business actually handles leads.

Pipeline Development

Create pipelines that make it easier to understand where each opportunity stands.

A typical service-business pipeline might include:

New Lead

↓

Contacted

↓

Appointment Scheduled

↓

Estimate Sent

↓

Follow-Up Needed

↓

Won / Lost

Different businesses may require different structures.

You should be able to adapt the system rather than force every client into one template.

Workflow Automation

Build automated workflows based on real business needs.

Examples may include:

  • New-lead confirmation
  • Internal lead notification
  • Missed-call text
  • Appointment reminder
  • Estimate follow-up
  • Review request
  • Reactivation
  • Internal task creation

Automations should support the team.

They should not create unnecessary messages or a poor customer experience.

New Lead Notifications

Make sure the correct team members know when a new opportunity arrives.

Notifications may include:

  • SMS
  • Email
  • CRM tasks
  • Internal notifications

The objective is faster response.

SMS Automation

Configure SMS workflows where appropriate.

You should understand:

  • Trigger logic
  • Opt-out requirements
  • Message timing
  • Workflow conditions
  • Customer experience

We do not want aggressive or excessive messaging.

Email Automation

Create email workflows for:

  • Lead acknowledgment
  • Follow-up
  • Appointment reminders
  • Estimate follow-up
  • Customer communication
  • Review requests

Emails should be relevant to the customer's stage in the process.

Missed-Call Workflows

A missed phone call can be a lost lead.

You may build systems that:

  • Detect a missed call
  • Create or update a contact
  • Notify the team
  • Send an appropriate acknowledgment
  • Create a follow-up task

These workflows can be especially valuable for urgent service businesses.

Appointment Workflows

Support appointment processes with:

  • Booking confirmations
  • Reminders
  • Rescheduling
  • Internal notifications
  • Follow-up

The goal is to reduce missed appointments and administrative friction.

Estimate Follow-Up

High-value jobs often require more than one contact.

You may build workflows around:

  • Estimate sent
  • Follow-up reminder
  • Customer response
  • Additional follow-up
  • Won/lost status

This is particularly important for services such as:

  • Sewer replacement
  • Pipe lining
  • Pipe bursting
  • Drainage projects
  • Commercial work

Review Request Automation

Build workflows that help satisfied customers leave legitimate reviews.

A simple process may be:

Job Completed

↓

Customer Marked Complete

↓

Review Request Sent

↓

Optional Reminder

The goal is consistent, authentic feedback.

Lead Routing

Help route leads based on:

  • Service
  • Location
  • Team member
  • Business unit
  • Client location

For multi-location companies, correct routing is especially important.

Lead Source Tracking

Help make sure the CRM records where leads came from.

Sources may include:

  • Organic search
  • Google Business Profile
  • Google Ads
  • Landing pages
  • Referral
  • Direct
  • Other campaigns

Better attribution makes marketing decisions easier.

Tracking Fields

Configure fields for information such as:

  • Service requested
  • Service area
  • Lead source
  • Campaign
  • Qualification
  • Status
  • Revenue where available

Data should be structured enough to support reporting later.

CRM Cleanup

You may also need to identify and correct:

  • Duplicate contacts
  • Broken workflows
  • Old tags
  • Unused fields
  • Incorrect opportunities
  • Bad pipeline logic
  • Conflicting automations

Clean systems are easier to manage and report on.

Integrations

You may work with:

  • Website forms
  • LeadWise
  • GoHighLevel
  • Call tracking
  • Google Ads
  • Analytics
  • Calendars
  • Email providers
  • Webhooks
  • Third-party automation tools

You do not need to be a full-stack developer, but you should be comfortable understanding how systems connect.

Troubleshooting

When something breaks, you should be able to investigate logically.

Examples:

  • Form submits but no opportunity is created
  • Lead enters the wrong pipeline
  • Automation sends twice
  • SMS does not trigger
  • Hidden field is not saved
  • Lead source is missing
  • Appointment reminder fires at the wrong time

You should be comfortable testing workflows step by step.

What We're Looking For

You should understand:

  • CRM logic
  • Automation workflows
  • Pipeline structure
  • Lead routing
  • Forms
  • Trigger logic
  • Tags
  • Custom fields
  • Lead attribution
  • Basic tracking

You should also be highly detail-oriented.

A small automation mistake can affect many leads.

Experience We Value

Strong candidates may have experience with:

  • GoHighLevel
  • LeadWise
  • Marketing automation
  • CRM administration
  • Zapier
  • Make
  • Webhooks
  • Lead routing
  • Appointment workflows
  • Review automation
  • Call tracking
  • Multi-location businesses
  • Agency environments

Experience with local service businesses is especially helpful.

Tools & Platforms You'll Work With

Depending on the project, you may work with:

  • LeadWise
  • GoHighLevel
  • Zapier or similar automation platforms
  • Make
  • Google Tag Manager
  • Google Analytics 4
  • Google Ads
  • Call tracking platforms
  • Calendars
  • Website forms
  • Email systems
  • SMS systems
  • Webhooks
  • AI tools
  • Project management platforms

You do not need experience with every tool listed.

You should understand how automation systems are built and tested.

What Success Looks Like

Success may include:

  • Fewer missed leads
  • Faster lead response
  • Cleaner CRM data
  • Accurate pipeline stages
  • Better lead-source attribution
  • Reliable workflows
  • Fewer duplicate contacts
  • Improved estimate follow-up
  • Consistent review requests
  • Better reporting
  • Fewer manual tasks

The goal is not automation for the sake of automation.

The goal is a smoother lead-management system.

How We Think About Automation

Automate Repetitive Work

Use automation for tasks that are:

  • Predictable
  • Repetitive
  • Rule-based

Do not automate conversations that require real human judgment.

Simple Is Better Than Fragile

A straightforward workflow that works reliably is better than an overly complex automation that constantly breaks.

Every Automation Needs a Purpose

Before building a workflow, ask:

What problem are we solving?

Test Everything

Never assume a workflow works because it looks correct.

Test:

  • Triggers
  • Conditions
  • Timing
  • Fields
  • Notifications
  • Messages
  • Pipeline movement

Customer Experience Matters

Automation should make communication better.

It should not make the business feel robotic or spammy.

Data Quality Matters

Automation is only as good as the data entering the system.

Incorrect fields and duplicate records create poor automation outcomes.

Compliance Matters

Marketing communication should respect applicable consent, privacy, and opt-out requirements.

For example:

  • Applicants should not be added to sales campaigns
  • Customers should not receive irrelevant promotional messages
  • SMS opt-outs should be respected
  • Email unsubscribe requests should be honored

Automation should support responsible communication.

Nice to Have

Helpful experience includes:

  • Basic API knowledge
  • JSON
  • Webhooks
  • HTML
  • DNS basics
  • Google Ads conversion tracking
  • GA4
  • GTM
  • Call tracking
  • Reporting dashboards
  • SQL or data tools
  • CRM migrations

These are helpful but not necessarily required.

Communication & Documentation

You may work with:

  • Web designers and developers
  • SEO specialists
  • Paid search specialists
  • Client success managers
  • Sales
  • Leadership

You should document:

  • Workflow purpose
  • Trigger
  • Conditions
  • Actions
  • Fields used
  • Testing status

Someone else should be able to understand the system without reverse engineering everything you built.

Remote Work

This is a remote position.

Some overlap with U.S. business hours may be required, particularly when supporting live client systems or coordinating with client success teams.

Specific scheduling expectations will be discussed during the hiring process.

What We Offer

Depending on the final employment arrangement, this role may include:

  • Remote work
  • Hands-on LeadWise and GoHighLevel projects
  • Exposure to multiple client systems
  • Collaboration across marketing disciplines
  • Opportunity to improve real lead-generation operations
  • Specialized service-industry experience
  • Ownership over important operational systems

Compensation and employment terms will be discussed with qualified candidates.

Hiring Process

  1. Application

    Complete the LeadWise application form below.

  2. Application Review

    We review your CRM and automation experience.

  3. Screening

    Selected candidates may have an introductory conversation.

  4. Interview

    We may discuss:

    • Workflow design
    • CRM architecture
    • Troubleshooting
    • Lead routing
    • Automation strategy
    • Data quality
  5. Skills Assessment

    Selected candidates may receive a practical automation scenario.

    For example:

    A new website lead needs to enter the CRM, notify the team, receive a confirmation SMS, move into the correct pipeline, and be followed up if no appointment is scheduled. Explain how you would build and test the workflow.

    We care about:

    • Logic
    • Simplicity
    • Reliability
    • Testing
    • Customer experience
  6. Final Decision

    We review the complete application and assessment before making a final decision.

Apply for the Marketing Operations & Automation Specialist Position

If you enjoy building reliable systems, solving workflow problems, and connecting marketing with lead management, we would like to hear from you.

Complete the application below.

The form will automatically record that you are applying for the Marketing Operations & Automation Specialist position.

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