Note: The job is a remote job and is open to candidates in USA. Indigo Marketing Agency provides marketing solutions to financial advisors and operates as a dynamic asynchronous remote team. The Marketing Assistant will serve as the primary client contact while coordinating onboarding, supporting account management, and executing technical digital marketing deliverables. The role includes managing funnels and CRM workflows, creating email and multimedia content, integrating AI tools, and maintaining accurate client and project records.
Responsibilities
- Primary Relationship Lead: Serve as the dedicated point of contact for assigned clients, building trust, managing expectations, and gathering feedback
- Onboarding Facilitation: Coordinate and facilitate the complete client onboarding process, ensuring all required project information and documentation are collected efficiently
- Strategic Alignment: Deeply understand client goals and objectives to effectively guide internal creative and technical teams toward successful project delivery
- Growth Opportunities: Monitor client satisfaction, identify pain points, and proactively recognize opportunities to upsell or cross-sell relevant agency services
- Growth Opportunities: Monitor client satisfaction, identify pain points, and proactively recognize opportunities to upsell or cross-sell relevant agency services
- CRM & Funnel Management: Build, test, and troubleshoot end-to-end marketing funnels, automated workflows, pages, and triggers within GoHighLevel and Hubspot
- Email Marketing: Design high-converting email templates and write compelling, professional copy that aligns perfectly with individual client brand voices
- Multimedia Support: Support agency podcast and YouTube workflows by creating highly engaging thumbnails and extracting top-tier promotional clips for social media distribution
- AI Integration: Leverage and integrate emerging AI tools (such as Claude, Gemini, etc.) to optimize content creation, expedite research, and drive operational efficiency beyond basic text generation
- Data Integrity: Maintain meticulous, accurate records of all client interactions, project timelines, and agreements within the agency’s CRM and project management spaces (ClickUp)
Skills
- 2–3 years of experience in a marketing agency or client-facing digital environment
- Proven hands-on experience with GoHighLevel
- A strong understanding of full-stack digital marketing principles, including social media, paid advertising, email marketing, lead nurturing, and a basic grasp of SEO best practices
- Proven ability to work productively, communicate seamlessly, and manage tasks independently in a remote, completely asynchronous team environment
- Deep familiarity with ClickUp and Hubspot is highly preferred
- Previous experience working within the financial sector or directly with financial advisors is a major plus
Benefits
- Opportunity to collaborate with a diverse, exceptionally talented, and supportive remote team.
- Location freedom of working remotely
- Clear pathways for professional growth and skill development within the agency.
Company Overview